Director, Client Services — Wealth Management Leader
Bartlett & Co.
Bartlett & Co. is looking for a Director of Client Services to lead the Client Services team in Cincinnati. This role focuses on ensuring high-quality client service and overseeing team performance while also supporting operational effectiveness and strategic initiatives. The ideal candidate will have extensive experience in client service within wealth management and strong leadership abilities. Benefits include a competitive salary, professional growth opportunities, and comprehensive health packages. #J-18808-Ljbffr Bartlett & Co.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Director, Client Services — Wealth Management Leader in Cincinnati, OH vacancy
- ...Job Description Job Description The Director of Client Services leads Bartlett Wealth Management’s Client Services team, ensuring consistent, high-quality service... ..., Skills & Abilities Strategic, confident leader who turns vision into action and drives accountability...SuggestedWork at officeFlexible hours
Bartlett Wealth Management
Cincinnati, OHa month ago $118.7k - $243.7k
...organizational and program management skills—a strategic... ...and expand our services footprint, help develop... ...strategies to address client issues, bring insights... ...Principals, Managing Directors, and professionals. You... ...you’ll work with senior leaders on the Military Health...SuggestedContract workWork at officeShift work3 days per week- ...accounting firm in Cincinnati, OH is seeking an experienced Tax Manager to lead client engagements and manage tax compliance needs. The ideal... ...This role offers a hybrid work schedule and a focus on client service and mentoring staff. Responsibilities include overseeing...Suggested
Staff Financial Group
Cincinnati, OH3 hours ago $115k - $150k
..._________________________________________________________The Manager, Client Success is responsible for leading a portfolio of clients and... ...benefit. Vision: with in-network and out-of-network benefit.Wealth: 401(k) with Roth option and matching contribution. Health Savings...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$115k - $155.72k
...Coast preferred)Travel Expected: Up to 30%Job Summary: As a Director of Client Sales - Consumer Health Network, you will play a critical... ...the business, working closely with brand, media, and agency leaders to drive meaningful impact. Our sales team works hard, plays...Full timeInternshipWork at officeRemote workFlexible hours$93k - $171.3k
Position Summary The Specialist Manager, Government Client Contracts Management supports... ...across Deloitte’s Government and Public Services practice. This role will work directly... ...From entry-level employees to senior leaders, we believe there’s always room to learn...Contract work$37.4k
...: Team Leader of Call Center Customer Support - Summary NorthKey Community Care is seeking... ...Loan Forgiveness through the Public Service Loan Forgiveness program. Team Leader... ...Ability to multi-task, prioritize, and manage time effectively. Possess strong communication...Full timeMonday to FridayFlexible hoursDay shiftNorthKey Community Care
Covington, KY9 days ago- ...Job Description Job Description Client Service – Analytics Lead The Directions Group | Strategic Insights FirmLocation: Cincinnati, OH (Hybrid) or Remote (US)The Directions Group is redefining how insights power client decisions, shifting from one‑off research projects...Remote workFlexible hoursShift work
The Directions Group
Cincinnati, OH4 days ago - ...Job Description Job Description Client Service – Logistics Lead The Directions Group | Strategic Insights FirmLocation: Cincinnati,... ...have:At least 3 years of experience in market research project management, operations, or a related client services fieldProven track record...Remote workFlexible hoursShift work
The Directions Group
Cincinnati, OH12 days ago - ...Total Quality Logistics is seeking a Director of Tax for its Family Office. This role leads tax strategy, planning, and compliance overseeing... ...will partner with executives and external advisors to optimize wealth preservation and tax efficiency. The position requires 10-15+...Work at office
$51.8k - $74k
...Employee Benefits, Account Manager is responsible for... ...term relationships with clients. This position will also... ...RSC quality and service standards. The Account... ...clients and assists the Team Leader and Account Executive(s... ...services and financial & wealth solutions. With more...Hourly payRisk Strategies
Cincinnati, OH1 day ago- ...an immediate opening for a REC Team Leader to provide direct services, connect to community resources, and... ...provide short-term direct services to clients with acute mental health or SUD and... ...for staff to provide services. Manages day-to-day work functions of staff including...Temporary workImmediate startFlexible hours
Greater Cincinnati Behavioral Health Services
Cincinnati, OH6 days ago - ...resolution diplomatically and effectively. 2 years residential construction experience. Experience in a residential construction customer service role preferred but not a must. Basic computer skills. Customer oriented, outgoing, dependable & ethical. Hands‑on repair skills and...Immediate startMonday to Friday
Clayton Homes
Cincinnati, OH1 day ago - ...face of exceptional customer care? VPL is hiring a Customer Care Manager to join our fast-growing team! This front-line role is your... ...customer-focused environment desired Proven expertise in customer service Experience using a Customer Relationship Management (CRM)system...Full timeTemporary workWork at officeRemote work
GrabJobs
Cincinnati, OH3 days ago - ...Job Description Job Description Client Service – Vice President, Client Relationship LeadThe... ...for revenue generation and management. When this role is not a fitThis is not... ...have won. We're looking for a commercial leader who is energized by opening doors, shaping...Remote workShift work
The Directions Group
Cincinnati, OH12 days ago $64k - $80k
...people annually through a wide range of services including foster care, kinship care,... ...Resource Groups ~ And much more The Manager, Client Experience, is responsible for leading... .... Collaborate with organizational leaders to improve communication, implementation...Full timeWork experience placementBeech Acres
Cincinnati, OH15 days ago$95k - $125k
...___________________As Lead Client Success Manager, you are the account quarterback... ...are an effective people leader and will oversee a group of... ...engage with Kroger Merch Directors within each vertical to represent... ...and out-of-network benefit.Wealth: 401(k) with Roth option...Work at office$28 - $32 per hour
...on quality craftsmanship, safety, professionalism, and customer service, Tecta America provides comprehensive roofing solutions while... ...Cincinnati team.Pay range: $28-32 BOEWe are seeking a skilled crew leader with experience across a variety of roofing and exterior trades...For contractorsLocal areaImmediate start- ...of compassion, human dignity, integrity, service and stewardship to create an environment... ...and help communities thrive.Clinical Unit Leader - Acute Rehab Unit - West HospitalJob Summary... ...unit. In collaboration with the Clinical Manager, this role uses nursing process and...Full timeTemporary workShift workNight shiftAfternoon shift
- ...within the limits of state and federal laws and corporate policies. Manage and maximize the financial performance of the pharmacy... ...staff training and development, providing excellence in customer service, managing prescription pricing and generic utilization, controlling...Local area
$140k - $216.9k
...Grow with us, H2O+U.The Regional Sector Leader (RSL) is an integral role within our Water... ...talent, and strengthen our presence with key clients and in the broader industry.RSLs leverage... ...across the continent and bringing services and specialists from the broader Stantec...Full timeTemporary workPart timeCasual workLocal areaFlexible hours- ...process engineeringJob titleMRO Planning Leader - Cincinnati, OHEmployment typePermanentProfessional... ...of Global Supply Chain team in Support & Services Division within Safran AE. You will join... ...challenges at stake.Your objective is to manage supplier relationships and make sure...Permanent employmentPart timeLocal area
$149.52k - $175.9k
...leadership for Technology Project Portfolio Management (PPM), overseeing the tools, processes,... ...Technology, Finance, HR, and portfolio leaders to create integrated insights that... ...by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.The...Full timeWork experience placementLocal area3 days per week- ...Fifth Third Bank is seeking a Product Marketing Director to shape product positioning and lead a high-performing marketing team across Consumer, Commercial and Wealth & Asset Management lines. You will develop go-to-market strategies, create resonant messaging, and drive...
Fifth Third Bank
Newport, KY3 hours ago $149.52k - $175.9k
...discover what you excel at—all from Day One.Job DescriptionProduct Managers at U.S. Bank are customer obsessed in driving product visioning... ...business metrics, key performance indicators, design systems, service blueprints, and reusability Ability to anticipate shifting...Full timeLocal areaShift work- ...Development, Software Consultancy and Information Technology Enabled Services.Job DescriptionExperience in Business Process Consulting,... ...in any of the following Billing Products - Oracle Revenue Management and Billing (ORMB) or Customer Care & Billing (CC&B) with excellent...Full timeH1b
- ...Embark on a unique journey with us as a Traveling Licensed Funeral Director , where compassion meets adventure and service spans horizons. Join our team and become the guiding light for families navigating loss. From quaint towns to bustling cities, your role transcends...Temporary work
Vertin Co
Cincinnati, OH23 hours ago $100k
...URGENT HIRING: Spa & Aesthetics Sales Manager (Client Experience) $100K+ Earning Potential | Luxury Spa & Wellness Compensation: $3,000/month... ...and career growth. ✅ Paid Training – Learn our products, services, and sales techniques to set you up for success from day one....Full timePart timeImmediate startFlexible hoursWeekend workDermafix Spa
Cincinnati, OH3 days ago$3,000 per month
...Traveling Spa Sales Manager $3,000 Base + Uncapped Commission + Monthly... ...you a high-performing sales leader with a strong ability to... ...lead teams, and sell premium services? We’re hiring Travel Sales Manager... ..., and ensure a five-star client experience. About the Role This...Flexible hoursDermafix Spa
Cincinnati, OH2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Client Services — Wealth Management Leader. Be the first to apply!
Related searches
- director client management Cincinnati, OH
- director of customer service Cincinnati, OH
- customer care manager Cincinnati, OH
- manager customer service Cincinnati, OH
- director of client services Cincinnati, OH
- contact centre manager Cincinnati, OH
- project manager professional services Cincinnati, OH
- service delivery director Cincinnati, OH
- staff services manager Cincinnati, OH
- director of administrative services Cincinnati, OH