Client Success Advocate - Finance Licensing Path
Fidelity Investments
Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service while handling inbound calls and supporting clients with a broad range of needs, including trades, money movement, and online support. You will embark on a structured licensing pathway (SIE, Series 7, and Series 63) with full sponsorship, and participate in ongoing training, coaching, and career path exploration as you grow #J-18808-Ljbffr Fidelity Investments
- Fidelity is hiring a Customer Relationship Advocate in Covington, KY. The role supports clients via inbound calls, assists with trades, money movement, and online help, and prepares for FINRA licensing through Fidelity's program. Onsite for one week every four weeks as...Suggested
- ...Customer Relationship Advocates (CRA). This first-of-its... ...this role, you are a licensed professional providing... ...Fidelity’s valued clients. You will develop skills... ...ll explore new career paths through job shadowing... ...that generates long term success through adaptability...SuggestedFull time
- ...people?We’re looking for a Registered Client Associate to:• Serve as the first... ...communications, business, or finance• Active Series 7 and Series 66 licenses required• Ideally 3+ years of client... ...backgrounds, who drive our ongoing success. We’re dedicated to our craft and...SuggestedFlexible hours
- ...Customer Relationship Advocates (CRA). This first‑of‑its... .... You will be a licensed professional providing... ...supporting Fidelity’s valued clients. You will develop... ...ll explore new career paths through job shadowing... ...that generates long‑term success through adaptability and...SuggestedFull time
- ...opportunities to work across offices in Illinois, Michigan, Indiana, Ohio, or Kentucky. You will draft and file litigation documents, guide clients through the legal process, interact with expert witnesses, and prepare for depositions, mediations, and court appearances. #J-1880...Suggested
$16.25 per hour
...in a fast-moving, highly active and physically demanding role, where teamwork, flexibility, and creative problem solving are key to success. * You are open to working a flexible work schedule with varying hours, days or shifts (including nights, weekends, holidays and...Hourly payLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- NewPath is looking for a Client Engagement Specialist to assist clients and families in accessing care within NewPath's continuum. This role involves ethical assessments and referrals, advocating with resources, and providing transportation as necessary. Qualifications...
- Job Title: Business Service Center Advocate Who We Are Vernovis is a Total Talent Solutions... ...in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we... ...serve as a key support resource for our clients treasury management products, acting as...Full timeLocal area
- ...Job Title: Customer Service Advocate Location : Cincinnati OH... ...in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis... ...Service Advocate to join our clients’ contact center. The Customer... ...media and/or online chat. Successful candidates will present a...Contract work
- ...Set Cincinnati, Ohio - Brand Advocate Job Title: Brand Advocate Department... ...a positive action and great successes into examples for the future.... ...develop relationships with clients Cognizant of spending time... .../Valid Driver’s License Professional appearance Previous...Work experience placementShift work
- ...law firm, seeks an attorney to represent clients in sophisticated commercial real estate transactions... .... The role offers mentorship, a clear path to partnership, and a collaborative,... ..., or Newark. Applicants must be licensed in the relevant state or eligible to obtain...Work at office
- ...Shohl LLP in Cincinnati, OH, seeks a Public Finance Associate to join our offices in... ..., or Pittsburgh. Entry-level candidates licensed in Ohio or Pennsylvania are welcome; experienced... ...closing, and help develop best practices while advising clients. #J-18808-Ljbffr...
$175k
...associate with 5 or more years of sophisticated finance experience to join our Cincinnati,... ...relationships with new and existing clients. This is a client-facing role that involves... ...in contributing to the long-term succession and growth of our national finance practice...Relocation package$40 - $45 per hour
...Opportunity: Registered Nurse Advocate - RN with Trinity Aging Life... ...enjoys working closely with clients to advocate for their medical... ...our client’s advocate To be successful in this role, you will have:... ...Bachelors degree and active Ohio license to practice as a Registered...Full timeFlexible hours$25k
...years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions... ...We are seeking an attorney licensed in Ohio and Kentucky, in good standing,... ...Brock & Scott, PLLC is contingent upon the successful completion of all required pre-employment...Full timePart timeInternshipLocal areaShift work- ...companies working on complex real estate finance transactions representing both borrowers... ...delivering exceptional legal counsel with a client-first approach. With deep industry... ...Guided by the principle that our clients’ success defines us, we offer innovative, efficient...Work at officeLocal areaFlexible hours
- ...seeking an experienced attorney to support its strong and successful Economic Development Finance team in our Kentucky and Ohio offices. Qualifications... ...to delivering exceptional legal counsel with a client-first approach. With deep industry knowledge and a collaborative...Local area
- Job Overview A law firm seeks a finance attorney with 5 or more years of sophisticated finance... ...Develop and maintain relationships with clients. Advise on structuring, documentation,... ...Doctor (JD) degree. Certifications Licensed to practice law in Ohio or eligible for...Work at officeRelocation package
- ...The ideal candidate will handle commercial litigation matters, interact with clients, and collaborate with the team to shape case strategy. Requirements include a Juris Doctor and Ohio license with 3-5 years of experience; Kentucky or Indiana admission is a plus. Excellent...
- ...experienced Attorney for its estate planning department. Candidates should possess a Juris Doctor and be licensed to practice law in Ohio. The role involves personal planning, client interaction, and offers competitive base pay along with a robust benefits package. The firm...
- ...Civil Defense Attorney with 5-10 years of litigation experience to join our team. The position emphasizes mentoring, client interaction, and a clear path for professional development in a collaborative, supportive culture. You will work closely with shareholders and...
$15.5 per hour
...more about Target here. ( ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest experience who welcome, thank, and exceed guest service... ...teamwork, flexibility, and creative problem solving are key to success. You are open to working a flexible work schedule with varying...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- ...on litigation, court appearances, lender client counseling, and strategic recovery work.... .... We specialize in IT, engineering, finance, healthcare, and professional services recruitment... ...and candidates to create long-term, successful matches. Our mission is to empower...Permanent employmentFull timeContract work
- ...provision of shelter-based/home-based case management to help the client achieve the goals outlined in the service plan. Although plans... ...such as domestic violence or sexual assault is required. • Successfully obtain and maintain driving privileges per The Salvation Army...Permanent employmentTemporary workPart timeImmediate startWork from homeTrial period
$19 - $25 per hour
...as a Hospital Based Bilingual Patient Advocate and help guide individuals through their... ...per established protocols, inform the client in a timely manner of all approvals and... ...and Requirements To perform this job successfully, an individual must be able to perform each...Hourly payFull timeWork at officeMonday to FridayShift work- ...$1M. Candidates should demonstrate strong business development skills and client management expertise, alongside flexibility in work arrangements. Extensive legal network is essential for success. This represents a unique opportunity outside traditional practice, focusing...Remote job
$90k
...distracted by the details of managing their finances and operations. What We Do We empower... ...consistent, high quality service to our clients. What You’ll Do As a Client Account... ...want to make a meaningful impact on client success while working as part of a close knit team...Remote workWork from home$80k - $116k
...Weinberg & Reis Co., LPA is seeking an Associate Attorney to resolve client issues through negotiation and litigation, requiring strong... .... Ideal candidates should possess a Juris Doctor degree and be licensed to practice law in Indiana, with dual licensure in Ohio or...Remote jobWork at office$200k
Join to apply for the Cincinnati - Latitude Partner, Client Services (Non-Practicing Attorney) (Remote/Hybrid) role at Latitude Legal... ...client relationships, and be directly responsible for your own success - without practicing law . If you are a successful attorney who...Remote jobPermanent employmentFull timeContract workPart timeWork at officeWork from homeHome office$180k - $210k
...Work with an impressive client base ranging from... ...Enjoy a clear, structured path to partnership with formal... ...: Applicants must be licensed to practice law in the... ...development, and long-term success. Confidential Employer.... ...dispositions, leasing, financing, and lending matters....Work at officeFlexible hours3 days per week
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