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.
- 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 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...Suggested
- Dormont Manufacturing Co is seeking a Relationship Manager I to enhance client services within the Wealth Management team in Cincinnati, Ohio. This role is integral to ensuring service commitments are met and client experiences reflect the firm's standards. Responsibilities...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
- ...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...
- 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
- 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 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...
$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$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...- ...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
$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- 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...
- ...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
$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- ...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
$135k - $180k
...shape the heart of the customer experience at Marvin. As the Director of Customer Service, you’ll lead the talented team responsible for supporting... ..., customer care, process improvement, and performance management. This job is located in Warroad, MN. If you're...Temporary workRelocationRelocation package- 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- 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...
- 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...
- 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
$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...
- .... in Milford, OH is seeking a Grocery Team Leader to supervise daily operations and mentor team... ...This role focuses on maintaining customer service excellence and achieving sales goals. Ideal candidates will have retail management experience and skills in communication,...Flexible hours
- 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...
- JCPenney in Cincinnati is seeking an Assistant Store Manager to support the Store Manager in driving sales and delivering an exceptional customer experience. The ideal candidate will have 2+ years of experience in a similar role and demonstrate leadership qualities to inspire...Flexible hours
- Tractor Supply Company in Cincinnati, Ohio, is seeking a Team Leader to assist in operational tasks and deliver a Legendary Customer Experience. Responsibilities include training team members, ensuring a safe work environment, and executing merchandising activities. Candidates...
- Workstream is looking for a full-time Team Leader in Dayton, Kentucky. The ideal candidate will be enthusiastic and committed to customer service, leading by example and developing team members. Responsibilities include day-to-day operations participation, responding to...Full time
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