UHNW Relationship Manager | Private Wealth Client Services
Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd. is seeking a Relationship Manager in Cincinnati to deliver exceptional client service to ultra-high-net-worth clients. The role involves coordinating with Managing Directors and service teams, preparing client reports, and supporting onboarding processes. The ideal candidate will have 5-7 years of relevant experience and a bachelor’s degree. Strong analytical skills, proficiency in Microsoft Office, and excellent communication abilities are essential. This position offers a dynamic work environment with limited travel requirements. #J-18808-Ljbffr Oxford Financial Group, Ltd.
- The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf... ...Director (MD) and service teams across the firm,... ...chart and recommendations Private Market Securities (Initial...SuggestedWork experience placementWork at office
- ...Client Service Representative Responsible for external support to clients for an assigned... ...client retention while building long term relationships with our clients. Target Book of... ...responsiveness, deadlines and escalation needs. Manage client renewal process ensuring all...SuggestedWork experience placementWork at office
- Mercer Advisors is seeking a Relationship Manager I in Cincinnati, Ohio, to enhance client service excellence. As a strategic, client-facing role, the RM partners with Wealth Advisors to ensure service commitments are met precisely and consistently. This position is pivotal...SuggestedFlexible hours
$300 per month
...Client Accounting Services Manager (Cincinnati - FT or PT) Are you an accounting professional with a positive attitude who is seeking stimulation... ...professional services, manufacturing & distribution, retail, private capital and other small-to-medium sized businesses....SuggestedFull timeTemporary workPart timeHome officeNight shift- ...Fifth Third Bank, N.A. is seeking a Wealth Management Advisor II in Cincinnati, Ohio, focusing on providing excellent service to Private Bank clients. The role involves developing client relationships while ensuring top-tier service standards are met. Ideal candidates...Private client
$51.8k - $74k
...Employee Benefits, Account Manager is responsible for... ...developing long-term relationships with clients. This position will... ...RSC quality and service standards. The Account... ...Strategies is the 9th largest privately held U.S. brokerage... ...and financial & wealth solutions. With more...Private clientHourly pay- ...Established in 1991, we work with clients locally in South Wales, extending... ...groups. Our focus is serving privately owned businesses, the entrepreneurs... ...those who have generated private wealth. We are looking to recruit a Mixed Tax Manager in our Tax Department. What you can...Private clientFull timePart time
- ...Role Description This full-time, on-site Relationship Manager role is based in Delhi, OH. The Relationship Manager will... ...solutions. Daily responsibilities include conducting client meetings, explaining products and services, processing applications, and coordinating with...Full timeWork at office
- ...Landor is looking for a Senior Client Manager to join our Cincinnati studio. Could this be you? We are Landor, part of... ...client brands. Identify opportunities to grow client relationships. As part of our Client Services Team, partner with Strategy, Design, Naming, Research...Work at officeLocal area
$15 - $18.69 per hour
...Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client... ...expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs. Health Savings Account...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$15 - $18.69 per hour
...search for Browse Jobs. Job Summary The Client Service Coordinator ("CSC") drives the flow of... ...products and scheduling future appointments. Manage the finances by maintaining accurate... ...Leadership: Customer Focus, Peer Relationships, Integrity & Trust, Action Oriented, Listening...Hourly payFull timeTemporary workLocal areaFlexible hoursShift workAfternoon shift- Overview Provides exemplary client service as the client‑facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high‑quality fiduciary administration and compliance. Partners closely with the Private...Private clientBank staffShift work
- ...Private Bank Licensed Client Service Associate II Make banking a Fifth Third better... ...Provides comprehensive office management support for registered... ...Investment Executives or Wealth Management Advisors).... ...client and builds effective relationships with the Private Bank team...Private clientBank staffWork at office
- ...We are looking for a detail-oriented Client Services Associate to support individuals and families... ..., bookkeeping coordination, and vendor management to help maintain organized financial... ..., and audit-ready. • Handle private client and financial information with sound...Private client
$68k - $80k
...Relationship Manager (Cincinnati, OH) The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely...Temporary workWork at officeHome officeMonday to Friday- ...progress and results to top management. This position is onsite in... ...budget and quality. Strengthens relationship, promotes integration,... ...suppliers, verifying and evaluating services regarding vendor’s ability... ..., etc.). Demonstrates client support and service quality...Contract work
$68k - $80k
Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure...Temporary workWork at officeLocal areaHome officeMonday to Friday- ...Client Service Coordinator We are pleased to be leading this search on behalf of one of... ...Coordinator to join an institutional investment management team. This position is responsible for... ...onboarding and management of client relationships Manage client relationships...Work at officeLocal areaFlexible hours
$54k
...About the Role: As a CBRE Client Services Specialist, you will provide administrative support to an office or group of sales professionals... ..., valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project...Work at officeLocal areaVisa sponsorshipFlexible hours- ...commercial and residential clients? Are you a self-driven, organized... ...exceptional customer service Adept at critical thinking and... ...Description of Duties Maintain sales relationships and fill the sales funnel... .... Customer Relationship Management: Build and maintain strong...Full timeContract workWork at officeRemote workFlexible hours
$68k - $80k
...planning, investment management, business management,... ...legally bound to act in our clients' best interests —... ...including size, growth, service quality, technology,... ...Job Summary: The Relationship Manager (RM) I is a strategic... ...excellence across the Wealth Management team. This...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Manager - Tax Services (Wealth Management) Location: 201 E. Fifth St., Suite 1430 Cincinnati, OH 45202,... ...gift, and estate tax services to our clients. This role involves working closely... ...Management Directors to manage client relationships and develop Associates....Work at office
$15 - $18.69 per hour
...Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets... ...expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs. Health Savings Account...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$50k - $55k
...Commercial Relationship Manager At Skillbridge Academy, we are committed to helping individuals... ...maintaining strong relationships with clients, partners, and stakeholders. This... ...internal teams to ensure exceptional service delivery and client satisfaction. Conduct...Full timeWork at office- ...Client Service Executive At Gallagher, we help clients face risk with confidence because... ...ll play a key role in building strong relationships, mentoring team members, and driving business... ...You'll take on a leadership role in managing a high-value book of business while...Live outWork at officeLocal areaFlexible hours
- ...Client Services Assistant Responsible for assisting supervisor in essential functions of the Client Services team: intake processing... ...Years minimum costumer service experience, required ~2 Years management, supervisory, or leadership experience, preferred People...Monday to Friday
- ...simplify complexity for Private Bank clients by challenging and collaborating... ...and achieve their wealth goals. Create streams of... ..., private banking, risk management, and trust services. Ensures delivery and... ...expand and deepen household relationship. Demonstrates...Private clientWork experience placementPrivate practiceWork at office
- Position Position: Client Relationship Manager | Workplace Location: Cincinnati, OH Job Id: 642 # of Openings: 1 Market: Workplace Reports... ...strengthens relationships as a trusted advisor, expands BHDP's services within existing accounts, including cross-market selling...Full timeWork at officeFlexible hours
- A healthcare organization is seeking a Client Services Coordinator in Cincinnati, Ohio. The role involves greeting clients, scheduling appointments, and maintaining patient flow in a busy environment. Candidates should have at least a high school diploma and customer service...
- ...Kroger National Account Manager Harvest Group is an integrated... ...how we work, serve our clients, and support one another. We... ...believe in building meaningful relationships, pursuing excellence with humility... ...Consulting & Professional Services Workplaces (2024) Business...Local areaRelocation
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