Director, Client Services — Wealth Management Leader
Bartlett Wealth Management
Bartlett Wealth Management in Cincinnati is seeking a Director of Client Services to lead its Client Services team and ensure high-quality service across all locations. The role includes overseeing staff performance, operational effectiveness, and strategic vision for service operations. The ideal candidate will have significant experience in client service within a wealth management environment, with strong leadership and communication skills. The position offers competitive salary, comprehensive benefits, and opportunities for professional growth. #J-18808-Ljbffr Bartlett Wealth Management
- The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service across all offices. This role... ...Knowledge, Skills & Abilities Strategic, confident leader who turns vision into action and drives...SuggestedWork at officeFlexible hours
- Bartlett & Co. is looking for a Director of Client Services to lead the Client Services team in Cincinnati. This role focuses on ensuring high... ...will have extensive experience in client service within wealth management and strong leadership abilities. Benefits include a...Suggested
- A financial services firm in Cincinnati is seeking a Tax Director to lead its tax practice. This role involves driving growth through exceptional client service and expanding service offerings. The ideal... ...include mentoring teams, managing key engagements, and ensuring...SuggestedFull timeWork at office
- 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...SuggestedWork at office
$180k - $220k
...Thornton is seeking an Advisory Director Client Relationship Executive... ...active daily prospecting. This leader serves as a client growth... ...measurable ROI across shared services, finance, IT, HR, customer service... ...and executive relationship management, this leader shapes how...SuggestedWork at office- ...Cincinnati, Ohio is in search of a Wealth Advisor to provide essential support to high-net-worth clients. This role emphasizes relationship management, financial planning, and business development... ...a minimum 5-7 years of financial services experience, a strong entrepreneurial...
- CDM Smith is seeking an Industrial Client Service Leader specializing in industrial water and wastewater to enhance the growth of their Industrial unit. This role involves developing client relationships, driving business development, and executing strategies for major...
- A leading engineering firm is seeking an Industrial Client Service Leader to expand its strategy in the data center market. This role involves driving business development, building client relationships, and leading proposal efforts in a critical and rapidly growing sector...
- Merceradvisors is seeking a Relationship Manager I in Cincinnati, OH. This strategic role is tasked with ensuring service excellence across the Wealth Management team while collaborating... ...service execution and plays a vital role in client retention and business growth. This...
- A leading engineering firm in Cincinnati, Ohio, is seeking a Client Service Leader for USACE Military Programs. Responsibilities include developing business plans, fostering growth in federal programs, and leading client communication. Candidates should have a Bachelor’...Remote jobFlexible hours
$70k - $86k
Responsibilities Responsible for the management of their Team Leaders and the project managers under their... ...coverage as needed. Help manage client relationships for the team's client... ...delivering market research data and services. Actively monitor and update the management...Full time- ...opportunity to transform lives; helping clients feel confident, empowered, and comfortable... ...Position Summary As a Traveling Clinic Manager, you will support operations across Milan... ...of our clients by providing unparalleled service and personalized solutions, leaving a lasting...Full time
$40k - $52k
The Exercise Coach - Davie in Cincinnati is seeking a Studio Manager to oversee operations and team development. Ideal candidates will... ...environment. Responsibilities include training team members, managing client relations, and ensuring studio cleanliness. A passion for...- A national professional services firm in Cincinnati is seeking an Audit Manager to lead audit engagements, ensure compliance, and build client relations. The ideal candidate will have at least 5 years of audit experience, a CPA license, and strong leadership skills. This...
$65k - $120k
...long-term relationships with commercial clients, service providers, local, state, and federal... ...plans and schedules as defined by Project Managers and Construction Managers Identify and... ...construction when crews arrive Serves as a leader of field crews, responsible for people...Summer workWork at officeLocal area$80k - $165k
...are the benchmarks of our success. POSITION TITLE: Project Manager CLASSIFICATION: Exempt POSITION OVERVIEW: ADB is a nationwide... ...approach has ensured long‑term relationships with commercial clients, service providers, local, state, and federal government organizations...Work at officeLocal area- ...productivity, and provides a high level of technical and product support. Focuses on increasing level of service and lead generation. Provides support to upper management on some strategic initiatives and projects impacting the team. Works with minimal supervision and is...Work experience placementWork at officeImmediate start
- ...continued growth. Established in 1991, we work with clients locally in South Wales, extending to across the UK and... ...who run them and those who have generated private wealth. We are looking to recruit a Mixed Tax Manager in our Tax Department. What you can expect Your work...Full timePart time
- Soteria Reinsurance Ltd. is seeking a Director of Contracts to represent and protect Fidelity... ...agreements with defined contribution clients. The ideal candidate will have a JD and... ...particularly in contract negotiation and risk management. This role emphasizes problem-solving...Contract work
$24.04 - $28.85 per hour
Oxford Corp is seeking an Account Manager in Cincinnati to maintain high-end technical consulting services. The role involves identifying and visiting clients, selling services, and ensuring customer satisfaction. Successful candidates will have a Bachelor’s degree in...Hourly pay- A financial institution in Cincinnati is seeking a Private Bank Wealth Advisor III to manage high-net-worth client relationships and deliver Wealth Plans. The ideal candidate will have a Bachelor's degree and over 5 years of experience in wealth management or financial...Work at officeFlexible hours
- A financial advisory firm in Cincinnati is seeking a Wealth Advisor to manage complex client relationships and ensure high satisfaction levels. This role requires a bachelor’s degree and CERTIFIED FINANCIAL PLANNER™ designation, alongside three or more years of relevant...
$135k - $180k
...shape the heart of the customer experience at Marvin. As the Director of Customer Service, youll lead the talented team responsible for supporting... ..., customer care, process improvement, and performance management. This job is located in Warroad, MN. If you're considering...Temporary workRelocationRelocation package- Fifth Third Bank in Cincinnati is seeking a Wealth Management Advisor II. In this role, you will serve as a trusted advisor to Private Bank clients, managing their wealth goals and ensuring high standards of client service. Responsibilities include developing new client...
$64k - $80k
...or an alternative application process. Manager, Client Experience 9 days ago Requisition ID: 1... ...people annually through a wide range of services including foster care, kinship care,... ...experience. Collaborate with organizational leaders to improve communication,...Work experience placement- ...Cincinnati, Ohio is seeking a Financial Center Manager III to lead banking center operations and ensure exceptional client experiences. This role involves team... ...career in a dynamic environment focused on client service and teamwork. #J-18808-Ljbffr First Financial...
- Maverick Chocolate Company in Cincinnati, OH, seeks a Retail Manager for our Findlay Market location. You will oversee daily operations, lead customer service, and coordinate with other stores, while working largely solo on weekdays. If you are customer-focused with a background...Weekday work
$16 - $35 per hour
...front desk operations and ensure guests receive excellent customer service throughout their stay. The Front Desk Supervisor assists with... ...busy shifts, handles escalated guest concerns, and helps manage the check-in and check-out process to ensure efficiency and accuracy...Hourly payFull timeShift workNight shiftAfternoon shift- A global gaming company in Cincinnati seeks a Table Games Floor Supervisor to provide superior customer service while managing game integrity. Candidates must have a minimum of three years of experience in table games and be knowledgeable in primary casino games. This...
- General Managers and/or Assistant Managers are required to work 40-43 hours per week and able to stand 6 to 8 hours per shift. You should... ...to work in a fast-paced environment with excellent customer service skills. Job duties include but are not limited to: Oversees 2...Shift work
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