Wealth Client Support Specialist
Fidelity Investments
Fidelity Investments Inc. is seeking a Client Support Specialist in Westlake, Ohio. This role is pivotal in enhancing relationships with high net worth clients, requiring strong customer service skills and financial knowledge. A successful candidate should hold a Series 7 license, with at least 2-3 years of financial services experience. The role involves engaging with clients, responding to inquiries, and processing various financial transactions, contributing significantly to customer satisfaction. #J-18808-Ljbffr
$40k - $50k
A growing wealth management firm in Westlake is looking for a Client Service Associate to support their advisors and enhance the client experience. The ideal candidate will have at least 3 years of experience in financial services, be detail-oriented, and possess strong...Suggested$40k - $50k
A growing wealth management firm is seeking a detail-oriented Client Service Associate to enhance the client experience. This role involves client service, operational support, and administrative tasks, requiring at least 3 years of financial services experience. The ideal...Suggested- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, Woodmere As a Client Support Specialist...SuggestedRemote job
- ...Client Rights & Support Specialist Your story. Our mission. A perfect match. You have a place at OhioGuidestone, the state's leader in behavioral health! OhioGuidestone is the state's leader in community behavioral health care, serving around 26,000 Ohioans each year...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours
- A financial advisory firm in Avon, Ohio is seeking a dependable Client Service Associate to support the lead advisor and team with administrative and client interactions. Responsibilities include managing day-to-day operations, scheduling meetings, and maintaining client...SuggestedWork at office
- TRG is looking for a Sales Support Specialist in Westlake, Ohio. The role involves providing support to the sales team, maintaining communication with customers, and managing various administrative tasks. Candidates should have an Associate's degree and at least 2 years...
- ...Description At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering... ...their financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and advice...
$75k
...Premier Client Advisor At PNC, our people are our greatest differentiator and competitive... ...As a Premier Client Advisor within PNC Wealth Management, you will be based in... ...is an in-office company that fosters a supportive culture where employees can thrive and achieve...Full timeTemporary workPart timeWork experience placementWork at office- ...Insurance Service Model Support This role supports a multi-carrier, multi-state insurance service model, focusing on call/chat/text interactions. You'll manage policy changes, process updates, and conduct quality checks on complex cases. Success requires strong analytical...
- ...Retail Store Specialist The Specialist for Retail Store will serve as the Brand Champion for all Company Programs. They will work closely... ...and programs driven properly. Tasks will include providing support, training, and development for the operational management...Work at officeLocal areaRemote workRelocationRelocation packageFlexible hoursNight shift
- A healthcare company is seeking a Customer Support Specialist in Westlake, Ohio. This role involves handling inquiries via phone, email, and chat while providing exceptional service. Candidates should have 1-2 years of experience in customer support, demonstrating strong...
- The Sales Support Specialist is responsible for handling tasks (Sales and Customer interaction) for their assigned sales team. This position works internally and with customers on day to day issues and activities. Essential Functions Assists assigned sales team in working...Contract work
- IMCD US currently has an opening for a Sales Support Specialist. This role is based in our Corporate Headquarters in Westlake, Ohio. The Sales... .... Business Acumen. Problem Solving/Analysis. Customer/Client Focus. Teamwork Orientation. Supervisory Responsibility This...Full timeWork at officeRemote workMonday to Friday1 day per week
- ...building products—we’re building a better future for our customers, our communities, and our team. Job Summary/Purpose: The Sales Support Specialist serves as the first point of contact for both internal and external customers, delivering exceptional service through phone,...Work at officeLocal area
$11 - $15 per hour
Sangomas Residential Services is seeking a Direct Support Professional in North Olmsted, Ohio. This role involves providing direct care to individuals with developmental disabilities, ensuring their safety and well-being by implementing individual support plans and daily...Hourly payFull timePart timeFlexible hours- ...Participate in continuous improvement activities and other assigned duties as assigned. Supervision Received Reports to the Clerical Support Supervisor. Experience and Education Required General knowledge of the insurance industry with workers compensation exposure...Work at officeWork from home1 day per week
- I Am Boundless in Westlake, Ohio is seeking a Direct Support Professional to provide essential support to individuals with intellectual and developmental disabilities. This role requires effective communication skills and a High School Diploma or equivalent. Additional...
- JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients... ...preferred. The position fosters a culture of diversity and inclusion while supporting team success. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorganChase is seeking a Private Client Advisor in Ohio to deliver personalized financial planning and investment solutions to clients. You will focus on building relationships and providing exceptional service in a diverse and inclusive environment. The ideal candidate...
- A prominent sales organization is looking for a Sales Support Specialist based in Westlake, Ohio. This full-time role involves providing administrative support to the sales team. Key responsibilities include managing sample requests, gathering inventory and pricing information...Full timeWork at officeRemote work
- ...Administrative Support Specialist As a part of the global industrial organization Marmon Holdingswhich is backed by Berkshire Hathawayyou'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on...Full timeContract workWork at officeRemote workMonday to FridayFlexible hoursWeekend work
- ...bright and energetic professional to provide exceptional sales support and account coordination. The role involves handling account duties... ...sales efforts, managing administration, and maintaining client relationships. Ideal candidates will have a degree in business...
- ...Strong problem-solving and decision-making skills are required Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer: + Employee Assistance Program...Contract workPart timeLocal area
- ...Sales Support Specialist The Sales Support Specialist is the primary internal contact for field Sales Professionals and Sales Managers. This role plays a vital function in overseeing the entire order process, from entry to delivery, to ensure compliance with company...
$12 per hour
...plus Responsibilities: Sell memberships and retail Meet and exceed sales and retention expectations Retain and increase client participation Set up and reset studio equipment before and after classes. Maintain clean facility As a SPENGA ambassador,...Hourly payPart timeFlexible hours$11 - $13.75 per hour
...Support Associate The Support Associate is responsible for supporting a customer and product-focused sales culture where our core principles are at the forefront of all store operations. This is achieved through performing various sales operations functions, including...Local areaFlexible hoursShift workNight shift- Collision Administrator The Collision Administrator is responsible for maintaining the front office area and assisting the Collision Manager with various tasks. Day-to-Day Responsibilities Answer all incoming calls and direct or take messages as necessary ...Work at office
$17 per hour
New Avenues to Independence, Inc. is seeking a Direct Support Professional in Lakewood, OH. In this role, you will support individuals with disabilities, assisting them with daily living activities and fostering an inclusive environment. Candidates must be at least 18 years...Hourly payShift work- Active Day is seeking a Direct Support Professional in Berea, Ohio. The role involves providing vocational, recreational, and social skills support to adults with developmental disabilities. Candidates must have a high school diploma, strong communication skills, and current...
- ...divh2Sales Support Representative/h2pCavalier Distributing is the distributor for a portfolio of premier specialty beverages across Ohio, Indiana and Florida. Founded in 1992, Cavalier has been partnering with some of the finest suppliers across the Craft and Import Beer...Seasonal workAfternoon shift
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