- US Bank (Cincinnati, OH)
- …from Day One. **Job Description** Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for ... various purposes. Account Managers serve as one of the client 's primary contacts, delivering a high level of customer...as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …highest service and client standards. + Schedule, prepare and facilitate client service and investment reviews with clients in accordance with the ... across the breadth of Fifth Third Institutional products and services including retirement plan services , investment...quickly, meeting deadlines and project plans. + Partner with client service team to ensure all internal… more
- US Bank (Cincinnati, OH)
- …role. The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of ... while it works with existing clients within a defined service model and with internal partners to make prospect...client experience as well as to develop long-term client relationships in a team-based model. The Investment… more
- Charles Schwab (Cincinnati, OH)
- …development experience + Passion for gaining knowledge of brokerage/banking products and services + Openness to build strong client relationships Pursuant to ... quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity...FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking… more
- KeyBank (Cincinnati, OH)
- …and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment ... and closing on received referrals. + Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the… more
- JPMorgan Chase (Cincinnati, OH)
- …At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and ... TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through JP Morgan Securities LLC… more
- KeyBank (Cincinnati, OH)
- … client needs and refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or Business Banking. At KeyBank, we ... as this role will require significant influence of partners such as Key Investment Services , Mortgage and Business Banking sales professionals. (required) +… more
- Bank of America (Cincinnati, OH)
- …focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Black & Veatch (Cincinnati, OH)
- …and operation resiliency services that apply across the client 's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, ... ** Client Advisory Partner - Water/Wastewater Utilities** Date: May... needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Robert Half-Robert Half Corporate (Cincinnati, OH)
- **JOB REQUISITION** Client Solutions Director - Robert Half Management Resources **LOCATION** OH CINCINNATI **JOB DESCRIPTION** **Robert Half** is looking for ... professionals to join our business development team. As a ** Client Solutions Director** in the **Management Resources** practice, you will focus on cultivating… more
- Black & Veatch (Cincinnati, OH)
- ** Client Advisory Partner Electric & Gas (Southwest Region)** Date: May 27, 2025 Location: US Company: Black & Veatch Family of Companies **Together, we own our ... talents and perspectives to use. **The Opportunity** As the ** Client Advisory Partner of Electric & Gas Utilities** ,you... needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our… more
- Healthcare Services Group, Inc. (Fairfield, OH)
- Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the ... healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities across the country. As one of America's Most… more
- Healthcare Services Group, Inc. (Cincinnati, OH)
- Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the ... healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities across the country. As one of America's Most… more
- Bank of America (Cincinnati, OH)
- …+ Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... including investment training and in-depth knowledge of investment products and services . + Self-starter who...to partner and promote lead generation. + Experience balancing investment management, sales activities, and new client … more
- Atria Wealth Solutions (Cincinnati, OH)
- …General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the northern ... Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with the Program… more
- Black & Veatch (Cincinnati, OH)
- …and operation resiliency services that apply across the client 's entire investment -to-operations lifecycle commitments. Included are Strategic Advisory, ... solutions + Leads development of products and/or services and recommend investment priorities; + Integrates service offering with others, both solutions and… more
- Cherry Bekaert (Cincinnati, OH)
- …preferred + Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain ... capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- PNC (Cincinnati, OH)
- …retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing ... and helping our advisors build their future. **Job Description** + Consults on investment and insurance strategies, as well as the development of financial plans for… more
- Bank of America (Cincinnati, OH)
- … management, or relationship management. Key responsibilities include providing quality client service , and operations support and executing problems where ... disciplinary action up to and including termination. **Responsibilities:** * Provides quality client service and effective operations support by resolving … more
- Deloitte (Cincinnati, OH)
- …consulting/compliance engagements in the investment management arena. + Identifying client needs and leveraging Deloitte's range of services and extensive ... effective state tax and compliance solutions for a diverse client base in the investment management industry...in all 50 states. Our team's overall practice specific services include investment management services ,… more