Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Services Specialist — Growth Path to Advisor

EmVision Capital Advisors

EmVision Capital Advisors in Dublin, OH is seeking a Client Service Specialist to build strong relationships with advisors and clients while delivering high-quality service in a fast-paced environment. The role focuses on onboarding, communication, and coordination of client activities, with opportunities for advancement toward advisor or project management roles, all performed onsite at the office. #J-18808-Ljbffr EmVision Capital Advisors

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Services Specialist — Growth Path to Advisor in Dublin, OH vacancy
  • EmVision Capital Advisors in Dublin, OH seeks a Client Service Specialist to support advisors and clients, handling paperwork, calls, and event coordination. The...  ...chance to grow toward an advisor or project manager path, with hands-on collaboration across service partners... 
    Suggested

    Grove Gallery & Interiors

    Dublin, OH
    3 days ago
  • A leading financial services firm located in Columbus, Ohio, is seeking a motivated individual for a financial...  ...focuses on driving 401(k) pipeline and sales growth, engaging with bank partners, and delivering insightful client presentations. Ideal candidates will have 2+... 
    Suggested

    JPMorganChase

    Columbus, OH
    3 days ago
  •  ...Dublin, Ohio. This role serves as the first point of contact for clients, offering professional support through inbound and outbound...  ...maintaining meticulous attention to detail. With a structured growth path, successful candidates can advance within three levels of career... 
    Suggested

    WizeHire, Inc

    Dublin, OH
    3 days ago
  •  ...Industrial Technologies in Columbus, OH, is seeking a Customer Service Representative to support customers by phone and in person,...  ...and speed. You will be part of a stable company with a clear growth path, training support, and opportunities to advance toward sales or... 
    Suggested

    Applied Industrial Technologies

    Columbus, OH
    1 day ago
  •  ...invites you to join the Financial Advisor Development Program. You’ll work one-on-one with clients to create personalized...  ...background is required—sales, customer service, or people-facing experience...  ...winning mentorship and strong growth paths into wealth management. #J-18... 
    Suggested
    Traineeship

    Bankers Life

    Westerville, OH
    11 hours ago
  •  ...Communications Assistant to start immediately. You will support daily customer and client communications, scheduling coordination, and operational communication to ensure smooth moving services for residential and commercial clients. The role emphasizes strong written and... 
    Work at office
    Immediate start

    Infin Moving

    Columbus, OH
    3 days ago
  • TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial... 
    Full time

    Aumni

    Columbus, OH
    11 hours ago
  • $13 - $15 per hour

     ...level position. This role involves answering phone calls, managing client communication, and providing administrative support in estate...  ...is between $13 to $15 per hour, with opportunities for advancement within a structured career path. #J-18808-Ljbffr DuPont Law Group
    Hourly pay

    DuPont Law Group

    Dublin, OH
    3 days ago
  •  ...Financial Group is seeking a Wealth Advisor in Northeast Ohio to deliver...  ...and wealth management services. You will collaborate with service...  ...team members to develop client relationship plans, aiming to...  ...The role emphasizes portfolio growth, client retention, and scalable... 

    Sequoia Financial Group

    Dublin, OH
    2 days ago
  •  ...customer satisfaction. Candidates should have a college degree or relevant experience and a preference for a background in financial services. The position includes a thorough onboarding program and offers a range of comprehensive benefits for employee well-being. #J-1880... 

    Fifth Third

    Dublin, OH
    3 days ago
  •  ...advisory firm in Ohio seeks an Associate Advisor for Multifamily Investment Sales. This...  ...emphasizing prospecting, underwriting, and client engagement. Responsibilities include...  ...mentorship from experienced advisors and a clear growth path based on performance. #J-18808-Ljbffr... 

    Mid-Markets Group Real Estate Advisors

    Westerville, OH
    2 days ago
  • A staffing agency in Powell, Ohio is seeking a Communication Specialist to meet sales goals while providing exceptional customer service. The role involves understanding customer needs, processing sales transactions, and maintaining a clean store environment. Candidates... 

    CS&S STAFFING SOLUTIONS

    Powell, OH
    11 hours ago
  • $19 per hour

     ...leader in the… This is an exciting customer service opportunity to work with one of...  ...Weekly pay and Health Benefits Career growth opportunities after 12 months with pay...  ...retirement. You will take inbound calls from advisors and clients wanting to service their annuity... 
    Hourly pay
    Weekly pay
    Full time
    Contract work
    Work experience placement

    Randstad

    Columbus, OH
    2 days ago
  • A virtual travel agency is seeking a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey. Responsibilities...  .... This is a fully remote role with flexible hours and growth opportunities in a supportive team environment. #J-18808-... 
    Remote job
    Flexible hours

    Dreamstravelcr

    Columbus, OH
    1 day ago
  • ## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime...  ...and access tuition reimbursement for your growth.**About Us**SmartBank is rooted in our core...  ...: creating "WOW" experiences for our clients. For over 19 years, we've been delivering... 
    Work at office
    Local area

    SmartBank

    Columbus, OH
    4 days ago
  • A leading financial services firm in Dublin, Ohio, seeks an Advisor to help clients create personalized financial plans. Responsibilities include supporting financial...  ...acquire new clients, and promoting professional growth. The ideal candidate is entrepreneurial, customer... 

    MassMutual

    Dublin, OH
    3 days ago
  • Dave Gill Chevrolet in Columbus, OH is seeking a motivated Service Advisor to schedule service, diagnose issues, and advise customers. Top...  ...customer service, accuracy, and teamwork, with opportunities for growth and recognition in a professional setting. We value safety,... 
    Daily paid

    US Lawns

    Columbus, OH
    2 days ago
  • PNC in Dublin, OH is seeking a Financial Advisor to consult on investment and insurance strategies while growing client relationships. This role focuses on delivering exceptional...  ...a comprehensive benefits package and opportunities for professional growth. #J-18808-Ljbffr PNC

    PNC

    Dublin, OH
    1 day ago
  •  ...Client Growth Specialist At Barnes & Thornburg, change is relentless and so are we. In an evolving business landscape, we stand ready at a...  ...understanding of supported practice groups, including the products and services they offer to the firm's clients, to effectively relay this... 
    Local area

    Barnes & Thornburg

    Columbus, OH
    1 day ago
  • Peak Retirement Planning, Inc. in Columbus, Ohio is seeking a dynamic individual committed to exceptional client service and team collaboration. The ideal candidate should possess strong people skills and a client-first attitude. They will engage in community workshops... 

    Peak Retirement Planning, Inc.

    Columbus, OH
    11 hours ago
  •  ...Banker I in Columbus, Ohio. This role includes a 4-8 week onboarding program and focuses on sales and customer service to meet the financial needs of clients. Responsibilities include processing transactions and cross-selling bank products. The ideal candidate should have... 

    Fifth Third Bank

    Columbus, OH
    4 days ago
  •  ...in the United States offers a Retail Personal Banker I program, with a 4-8 week onboarding and rotations in operations and Sales & Service, culminating in a certification to qualify for a Retail Personal Banker role. The position emphasizes consultative sales to identify... 

    Fifth Third

    Hilliard, OH
    3 days ago
  •  ...Representative (Universal Banker) to join our team in Columbus, OH. This full-time role focuses on delivering high-quality customer service by accurately processing bank transactions and presenting products that fit customers' financial needs. You will work in a high-... 
    Full time

    First Merchants Bank

    Columbus, OH
    2 days ago
  •  ...the Dublin, OH team on a full-time basis. You will focus on delivering exceptional client experiences, handling inquiries, and maintaining accurate client records to support community growth. The role offers a Simple IRA, performance-based bonus, flexible schedule, and... 
    Full time
    Flexible hours

    Chadharrisinsurance

    Dublin, OH
    4 days ago
  • $45k - $65k

     ...is seeking a Customer Relations Representative to enhance client experiences and support agency growth. The ideal candidate will have strong communication and problem-solving skills, experience in customer service, and the ability to handle stress. Exceptional... 

    Briandavisinsurance

    Powell, OH
    3 days ago
  • PLS in Columbus, OH is seeking a Customer Service Representative to provide outstanding service and educate customers on financial products. The role requires previous customer service experience, honesty, and flexibility in hours. Ideal candidates will have exceptional... 
    Flexible hours

    PLS

    Columbus, OH
    4 days ago
  • $13.7 per hour

     ...Evening Availability About The Role As Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a...  ...passion for beauty Client-facing retail or service industry experience Excellent written and verbal... 
    Part time
    Flexible hours
    Night shift
    Weekend work
    Afternoon shift

    Kohl's

    Dublin, OH
    11 hours ago
  •  ...Ohio, seeks an individual for a position that involves conducting financial statement audits and assurance projects for clients in the Financial Services industry. Responsibilities include assisting in audits, financial analysis, and client interaction. The ideal... 
    Night shift

    GBQ Holdings LLC

    Columbus, OH
    1 day ago
  •  ..., is looking for a warm and driven Client Relationship and Growth Specialist to join our dedicated team. We believe...  ...a salesperson; you'll be a trusted advisor, guiding individuals and families...  ...to offer additional coverage and services to existing clients. Manage client... 
    Casual work
    Work from home

    Corey Mayle Allstate Insurance

    Westerville, OH
    6 days ago
  • $15.5 - $20.5 per hour

    Sephora in Columbus, Ohio is seeking a Beauty Advisor for a part-time, flexible position. This...  ..., and delivering exceptional client service. Candidates should have a passion for beauty...  ...per hour, with opportunities for career growth within the company. #J-18808-Ljbffr Payfuture... 
    Hourly pay
    Part time
    Flexible hours

    Payfuture Technologies

    Columbus, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Specialist — Growth Path to Advisor. Be the first to apply!