Client Service Advisor
Alliance Bank of Arizona
Job Title: Client Service Advisor Location: OH - Columbus What you’ll do As a Client Service Advisor you’ll be responsible for delivering exceptional client service to law firms, legal professionals, and other stakeholders within the legal banking sector. In this role you’ll serve as a point of contact, ensuring clients receive timely support, guidance, and solutions related to operational activities, treasury management products and financial services. You’ll open, maintain, and close all account types, and perform clerical duties while maintaining positive customer relations. Provide expert consultation and customer service to legal clients regarding specialized banking products and services. Provide daily guidance to the department on deposits and account servicing, including treasury management products and services. Work directly with customers to resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet customer needs. Adhere to compliance, security, state and Federal regulations, bank policies, procedures and goals. Provide research on loan and deposit accounts as needed. Assist with account analysis, service charge waivers and wire transfer/ACH renewals. What you’ll need 1+ years of related experience in Treasury Management Service or similar field. High school diploma required; Bachelor's degree in related field preferred. Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. Entry level to intermediate working knowledge of various word processing and spreadsheet software. Intermediate speaking and writing communication skills. Benefits you’ll love We offer all the important things you’d want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands‑on experience to help grow your career! About the company Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Equal Employment Opportunity Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email View email address on click.appcast.io or call View phone number on click.appcast.io. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. #J-18808-Ljbffr
- ...Location: 733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with... ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions...SuggestedBank staffWork at officeFlexible hoursNight shift
- ...733 Bethel Road, Columbus Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning... .... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions...SuggestedBank staffWork at officeFlexible hoursNight shift
- Louis Vuitton is seeking a part-time and full-time Client Advisor for their Easton Columbus location to provide exceptional, personalized luxury retail experiences. The Client Advisor will build long-term client relationships, utilize clienteling tools, and embody the...SuggestedFull timePart time
- ...JPMAM) helps institutional and individual clients from around the globe meet their... ...emotion. Job Summary As an Internal Client Advisor within our financial advisory team, you will... ...value proposition. Provide superior client service by being responsive, thoughtful, and focusing...Suggested
- JPMorganChase is seeking an Internal Client Advisor in Columbus, OH. You will assist financial advisors with marketing investments, provide exceptional client service, and achieve sales goals. This role requires a Bachelor's degree, over 2 years of experience, and Series...Suggested
- ...JPMAM) helps institutional and individual clients from around the globe meet their... ...Job Summary: As an Internal Client Advisor within our financial advisory team, you will... ...proposition. Provide superior client service by being responsive, thoughtful, and focusing...
- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...deliver the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients'...
$19.17 per hour
...strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote... ...Contact Center Experience. Position Description: Join our Client as a Customer Support Representative where you'll handle incoming...Work at officeImmediate startRemote work- ...Position Title: HVAC Service Sales Rep The HVAC Service Sales Rep plays a critical role in driving revenue and fostering client relationships within the HVAC industry. This position requires a self-motivated individual who can navigate a competitive market while managing...For contractorsFor subcontractorFlexible hours
- ...dedicated professionals who embody a servant's heart and have a growth mindset. You'll work directly with clients to provide personalized financial planning services while focusing entirely on client service, as our support teams will handle administrative tasks. The...
- Chase is seeking an Internal Client Advisor in Columbus, Ohio, to assist financial advisors in navigating capital markets. This role involves... ...building strong client relationships, providing superior service, and collaborating with Client Advisors on sales goals. The ideal...
- ...Client Representative / Customer Service Representative Tech Tammina LLC Job Description Responsible for management of all vehicles in Columbus, OH Conduct multi-point inspection on rental returns and identify mechanical and physical concerns Conduct routine...Permanent employmentFull time
- ...Service BDC Agent As Performance Columbus continues to grow, so does the need for Service BDC Agents! As our sociable and helpful... ...I help you?" attitude as you interact with new and existing clients and ensure their service needs are addressed properly by promptly...Temporary workCasual work
- ...place you'll ever work. Essential Functions Support a portfolio of client accounts, serving as the client facing representative,... ...interactions in Salesforce and uses this information to identify service gaps, trends, and opportunities for improvement by client. Assists...Work experience placement
- ...JPMAM) helps institutional and individual clients from around the globe meet their... ...trading. Job Summary As an Internal Client Advisor within our financial advisory team, you will... ...value proposition. Provide superior client service by being responsive, thoughtful, and...
$19 - $20 per hour
...Career in Finance with a Top Investment Firm! Position Customer Service Specialist - Contract Are you a recent graduate with a degree... ..., and efficient customer service Troubleshoot and resolve client issues in a professional manner Maintain detailed records of all...Permanent employmentFull timeContract workInternship- Join to apply for the Customer Services Representative role at Exela Technologies Health & Wellness We offer comprehensive health and wellness... .... Customer Service: Customer-Centric Mindset, prioritizing client satisfaction and experience, service knowledge, and...Extra incomeTemporary workWork at officeLocal area
- ...MedVet is seeking a Client Service Representative in Columbus, Ohio. This role involves greeting and checking in clients, answering telephones, and managing medical records. Ideal candidates will demonstrate excellent communication skills and the ability to work in a...
- ...Customer Service and Sales Representative Are you a people-person who thrives on turning conversations into connectionsand connections... ...and Sales Representative, you'll be at the heart of our client experience. You'll guide, support, and inspire customers while...Remote workFlexible hours
- ...Job Title: Client Services Onboarding Specialist I Location: OH - Columbus What you'll do: As a Client Services Onboarding Specialist I you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary...Work at office
- ...Coordinator to support our Account Management team and growing roster of clients. This is an entry-level role designed for someone who is highly... ...experience, with a demonstrated interest in marketing, client services, project coordination, or agency operations. Prior experience...Temporary workWork at officeRemote workWork from homeFlexible hours
$25.5 - $32 per hour
...support to the advisory teams by administering client data gathering, paperwork preparation and... ...with custodian and firm's technology service teams Interact with other departments,... ...Coordinate with clients' other advisors as needed (CPAs, attorneys, etc.) Provide...Hourly payPermanent employmentTemporary workWork at officeFlexible hours- ...Client Service Representative We are seeking a full time, experienced, Client Service Representative to join our busy 7 doctor team. We are in the process of renovating our facility that will feature 10 exam rooms, 2 surgical suites, and new CT imaging services, and...Full timeWork at officeLocal areaNight shift
- ...Job Title This is a remote position. Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred... ...communication skills to build trust and rapport, understanding of "client call flow", quick-thinking management of client needs,...Remote workWork from homeLong distance
$17 - $21.77 per hour
...Veterinary Customer Service Representative 2 The College of Veterinary Medicine, Veterinary Medical Center seeks applicants for Veterinary... ...will have the opportunity to provide excellent front-line client services to support clients, customers, clinicians, and care-...Full timeWork at officeShift workNight shiftDay shiftAfternoon shift$19 per hour
...Preference for 1 of the following criteria: College Degree Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts. Calls will need to respond...- ...Job Title Client Service Representative Job Description MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac...Temporary workLive outShift workAfternoon shift
- ...Work From Home Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
- .... The role rewards initiative, consistency, and long-term contribution. Position Overview This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position...Remote workFlexible hours
- Bank of America is seeking a motivated client engagement representative in Columbus, Ohio. In this role, you will assist clients with their banking transactions and provide education on self-service banking options. Responsibilities include building relationships with clients...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Advisor. Be the first to apply!
- lead customer service representative Columbus, OH
- airport customer experience specialist Columbus, OH
- customer support representative Columbus, OH
- service person Columbus, OH
- work from home customer service advisor Columbus, OH
- e-commerce customer service representative Columbus, OH
- client engagement specialist Columbus, OH
- spanish customer service representative Columbus, OH
- customer service representative entry level Columbus, OH
- warehouse customer service representative Columbus, OH


