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
$125k - $175k
...Services practice group is seeking a Career Attorney to join our team in Ohio. Successful candidates will have at least 3 years of consumer finance related litigation experience and must be licensed and in good standing in Ohio. Experience with loan servicing and FCRA, as...Suggested- ...seeking a Customer Relationship Advocate in Covington, KY to support... ...financial services offerings. In this client-facing role, you will handle... ...experience with paid training, licensing support (e.g., Series 7/63 or 66), and clear growth paths into specialized or advisory...SuggestedRemote work
- ...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
- ...? We’re looking for a Registered Client Associate to: Serve as the first... ...include communications, business, or finance Active Series 7 and Series 66 licenses required Ideally 3+ years of... ...backgrounds, who drive our ongoing success. We’re dedicated to our craft and...Full timeFlexible hours
- ...advisory team members to ensure client assets are invested in line... ...-paced trading environment. Successful applicants will be trained on... ...organizational skills. • Series 7 and 66 licenses (or commitment to earning... ..., or equivalent, with a Finance focus a plus..• already...Work at officeFlexible hours
- ...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...
- ...Client First Customer Advocate First Financial Bank Greater Cincinnati, OH Student Team Part-Time / Remote The Opportunity Education at Work is currently hiring Client First Customer Advocates for First Financial Bank. In this position, you will Education at WorkPart timeCurrently hiringRemote work
$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 other...Hourly payLocal areaFlexible hoursShift workNight shiftDay shift- ...Investments seeks a Customer Relationship Advocate in Covington, KY to provide... ...role, you will handle inbound client calls and digital inquiries, resolve... ...Fidelity offers structured training, licensing support, and clear development paths so you can build a long-term...
- ...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
- 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
- ...valued.**JOB SUMMARYBeing a YWCA Advocate in means you get to... ...RelationshipsInteracts with Advocate Manager, Client Services Manager, Director of... .../domestic violence.* BSW license.Skills/Specialized Knowledge/... ...be met by an employee to successfully perform the essential...Full timeContract workTemporary workImmediate startFlexible hoursShift workWeekend workAfternoon shiftWeekday work
$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...Hourly payLocal areaImmediate startFlexible hoursShift workNight shiftDay shift- ...Job Overview A law firm seeks a finance attorney with 5 or more years of sophisticated... ...Develop and maintain relationships with clients. Advise on structuring, documentation, and... ...Juris Doctor (JD) degree. Certifications Licensed to practice law in Ohio or eligible for...Work at officeRelocation package
- ...years’ experience to join its growing public finance and economic development finance practice... ...exceptional legal counsel with a client-first approach. With deep industry knowledge... ...Guided by the principle that our clients’ success defines us, we offer innovative, efficient...Work at officeLocal area
$125k - $175k
...is seeking a Career Attorney to join our team. Successful candidates will have at least 3 years of consumer finance related litigation experience. Experience with loan... ...and professional credentials and must also be licensed and in good standing in Ohio. Admissions to other...$60k - $130k
...growth opportunities, and a clear path to expand your legal... ...thinking, and a strong commitment to client service. We believe talented... ...matters and contribute to the success of the broader team. Travel... ...law school. ~ Active Ohio Bar license required. ~1+ year of...Temporary workCasual workWork at officeRemote workWork from homeFlexible hours$125k - $175k
...seeking a Career Attorney to join our team in Ohio. Successful candidates will have at least 3 years of consumer finance related litigation experience. Experience with... ...litigation is a plus. Candidates must be licensed and in good standing in Ohio; admissions to other...$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
...Registered Nurse Advocate Career Opportunity: Registered Nurse... ...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$15.75 per hour
...life. We bring that vision to life through our values and culture.Advocates of guest experience who welcome, thank, and exceed guest... ...teamwork, flexibility, and creative problem solving are key to success.You are open to working a flexible work schedule with varying hours...Hourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shift$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
$125k - $175k
...practice group is seeking a Career Attorney to join our team in Cincinnati. Successful candidates will have at least 3 years of consumer finance related litigation experience. Candidates must be licensed and in good standing in Ohio; admissions to other bars is a plus....- ...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...
$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$180k - $195k
...offer comprehensive legal solutions to clients ranging from Fortune 500 companies and global... ...training and mentorship, clear paths to advancement, and a platform that provides... ...planning, trust administration, and business succession planning Strong background in gift and...Temporary workWork at office
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