Investment Services Account Manager — Hybrid/Client-Facing
U.S. Bank
U.S. Bank in Cincinnati, OH is seeking an Investment Services Account Manager to provide administrative and operational support for Investment Advisor Services accounts. With a hybrid work schedule, candidates must have an Associate's degree and ideally two to four years of relevant experience. Responsibilities include processing operational activities, ensuring quality client service, and identifying compliance issues. Attractive benefits include life insurance, 401(k), and paid vacation. #J-18808-Ljbffr US Bank
$60.44k - $71.1k
...accuracy, risk awareness, and client service. Processes day-to-day... ...associated with Investment Advisor Services (IAS) accounts. Provides administrative... ...Basic knowledge of account management, trust operations, project... ...skills The role offers a hybrid/flexible schedule, which...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$60.44k - $71.1k
...accuracy, risk awareness, and client service. Processes day-to-day... ...associated with Investment Advisor Services (IAS) accounts. Provides administrative... ...Basic knowledge of account management, trust operations, project... ...skills The role offers a hybrid/flexible schedule, which...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$69.28k - $103.92k
...End Date: 2026-06-17 Position Title: Account Service Manager Job Description: Account Service Manager... .... Please note that per our policy on hybrid/virtual work, candidates not within a... .... PBM experience strongly preferred. Client facing experience strongly preferred....SuggestedFull timeContract workTemporary workWork experience placementWork at officeLocal area2 days per week1 day per week$70k - $80k
Energy Jobline ZR in Cincinnati, OH is seeking a Commercial Lines Account Manager to manage a variety of commercial insurance accounts. The role involves nurturing client relationships, overseeing account management, and ensuring coverage aligns with client needs. Candidates...SuggestedRemote jobFlexible hours$70k - $86k
Responsibilities Responsible for the management of their Team Leaders... ...needed. Help manage client relationships for the team's client accounts. Consistently meet... ...research data and services. Actively monitor and... ...other ongoing concerns facing the team that require...SuggestedFull time- ...specialized technology and service excellence to manage risk and create valuable customer... .... Your Role: Senior Account Manager We seek... ...a proven track record in client retention, strategic account... ...business unit, conducting regular face-to-face client visits and...Full timePart timeSeasonal work
- ...in Covington, KY, is seeking a Senior Account Manager for Commercial Lines. The ideal candidate... ...while directly overseeing customer service activities and workflow within the account... ...The role offers competitive salaries, hybrid work options, and comprehensive benefits...Remote jobWork at office
$80k - $95k
...Office of America in Cincinnati is seeking a Senior Account Manager for Commercial Lines. This role offers a hybrid working environment with the flexibility to work... ...retention and delivering excellent customer service. With a salary range of $80,000 to $95,000 per year...Remote jobWork at office- ...Employee Benefits-Account Relationship Manager-Hybrid Cincinnati Office - Cincinnati, OH 45241 Description... ...role in maintaining and enhancing client satisfaction, fostering long-term... ...successful delivery of our employee benefits services. This position requires a proactive...Work at office
- Fidelity seeks an Associate Client Service Manager in Covington, KY. In this hybrid role, you will manage client relationships and operational activities for the Tax Exempt Small Market segment. Responsibilities include responding to client inquiries, facilitating projects...
$65k - $80k
Account Manager, Private Client Personal Lines - Remote (PST) page is loaded## Account Manager, Private Client Personal Lines - Remote (PST)locations... ..., assisting Account Executives in delivering seamless service to High-Net-Worth Clients. You will ensure efficient operations...Local areaRemote work$300 per month
Client Accounting Services Manager (Cincinnati - FT or PT) Are you an accounting professional with a positive attitude who is seeking stimulation and... ...As a Client Accounting Services Manager, you will be the face of Excelsior and will be primarily responsible for the services...Full timeTemporary workPart timeHome officeNight shift$264k - $363k
...Major Account Manager At Palo Alto Networks, we're united by a shared... ...is no barrier to impact. Our hybrid teams collaborate across... ...to solve critical challenges facing our customer's secure environment... ...Alto Networks products and services Travel as necessary...Remote workVisa sponsorshipWork visa- A Cincinnati-based independent insurance agency is seeking an Account Manager for Personal Lines & Small Commercial to provide exceptional service and build lasting client relationships. Must have a Property and Casualty insurance license and at least 2 years of experience...Remote jobWork at officeFlexible hours
- Hunter Super Techs - TurnPoint is seeking an Account Manager in Midwest City, Oklahoma. In this full-time role, you will manage rental accounts while providing exceptional customer service, conducting early-stage collections, and driving sales growth. Applicants should...Hourly payWeekly payFull time
- ...independent insurance agency in Cincinnati is seeking a Personal Lines Account Manager to support their Personal Lines Department. This role... ..., managing policy orders, and providing exceptional customer service. The ideal candidate will have at least 2 years of experience...
- A leading marketing services firm in Cincinnati is seeking an Account Executive to manage client-focused marketing projects. The role requires strong organizational skills... ...values continuous learning and offers a hybrid work environment with a strong emphasis on collaboration...
- ...Accounting Manager Outsourced Accounting Team Location: Hybrid (Cincinnati or Dayton, OH) Employment... ...be at the center of client success-combining your... ...delivering exceptional service, and helping businesses... ...Culture - We invest in YOU. Our Culture...Full time
- ...Summit Consulting in Cincinnati, Ohio is seeking a Senior Account Manager to serve as the primary point of contact for clients, focusing on client retention and satisfaction. The role emphasizes high service delivery without sales pressure, maintaining relationships with...
- Associate Client Service Manager Published: Apr 28, ID: 2127908... ...offsite work (~50%) Hybrid Location Covington... ...the primary client-facing associate responsible... ...environment and is accountable for plan-level record... ...Employer Fidelity Investments is an equal opportunity...Work at office
- ...make an impact with clients, while expanding... ...1:1 access to investment advisor Professional... ...Remote-hybrid flexibility Diverse... ...Role? While we service clients... ...visit Who is the Account Manager? Account Managers... ...customer- or client-facing role(s) ~...Hourly paySummer workRemote workFlexible hours
- Clark Schaefer Hackett is seeking an Accounting Manager, ideally located in Cincinnati or Dayton,... ...In this role, you will manage multiple client engagements, mentor team members, and ensure... ...management skills. Enjoy a hybrid work environment and generous benefits,...
- ...Director to drive financial improvements for clients across the U.S. This client-facing role requires strong leadership and project management skills, encompassing responsibilities... ...roles, along with strong financial acumen. A hybrid working model with approximately 3 days...3 days per week
- ...rotations in Operations and Sales & Service. There will be a... ...activity. Responsible and accountable for risk by openly exchanging... ...consistently identifying, assessing, managing, monitoring, and reporting... ...Business, Commercial and Investment), referring customers when...Work experience placementWork at office
- ...rotations in operations and Sales & Service. There will be a... ...platform staff. Responsible and accountable for risk by openly... ...consistently identifying, assessing, managing, monitoring, and reporting... ...Small Business, Commercial and Investment), referring customers when...Work experience placementWork at office
- ...rotations in Operations and Sales & Service. There will be a... ...activity. Responsible and accountable for risk by openly exchanging... ...consistently identifying, assessing, managing, monitoring, and reporting... ...Business, Commercial and Investment), referring customers when...Work experience placementWork at office
$23.56 - $26.44 per hour
...that is relevant to our clients. Become a part of our... ..., and Treasury Management. Essential Functions... ...functions necessary to open accounts, perform maintenance.... ...client whether it is service or solution related... ...commercial deposits, investments, consumer loans, business...InternshipLocal area$135k - $180k
...at Marvin. As the Director of Customer Service, you'll lead the talented team responsible... ..., process improvement, and performance management. This job is located in Warroad, MN... ...include: ~$300 annual wellbeing account to spend on what helps you feel happy +...Temporary workRelocationRelocation package$66.64k - $78.4k
...role, you'll be a key partner to clients and a go-to resource for our Global... ...team-owning day-to-day custody account administration, monitoring cash positions... ...-related inquiries, support management reporting, and consistently meet service-level commitments in a fast-paced...Temporary workWork experience placementWork at officeLocal area- ...Tax Senior Manager, Private Client Services The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation,...Work at office
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