- 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
- PNC (Cleveland, OH)
- …be performed remotely, at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the ... and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be a… more
- PNC (Cleveland, OH)
- …accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned giving, ... the sales efforts of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the… more
- PNC (Cleveland, OH)
- …execution among internal partners including business leadership, compliance, marketing, sales, client service , corporate communications, legal and other relevant ... multiple projects while adhering to tight timelines * Experience in financial services / investment marketing and the requisite knowledge of compliance and… more
- Lincoln Financial (Columbus, OH)
- …**Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- Charles Schwab (Miamisburg, OH)
- …development experience + Passion for gaining knowledge of brokerage/banking products and services + Openness to build strong client relationships **In addition ... 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
- Raymond James Financial, Inc. (Medina, OH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Robert Half-Robert Half Corporate (Cleveland, OH)
- **JOB REQUISITION** Client Service Director - (Management Resources) **LOCATION** OH CLEVELAND **JOB DESCRIPTION** **SUMMARY** As a ** Client Solutions ... Director,** you will be responsible for: + Introducing our services via video, telephone, and in-person meetings with new and existing clients. + Developing… more
- KeyBank (Canton, OH)
- …existing bank client base. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the core ... within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources...market space. + Demonstrated ability to sell products and services to investment clients; evidence of strong… more
- JPMorgan Chase (Westerville, OH)
- …of financial services or brokerage experience + Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts ... Schedule strategically and manage the floor tactically to meet service levels + Speak with clients and handle escalations...business needs or priorities Chase is a leading financial services firm, helping nearly half of America's households and… more
- KeyBank (Sandusky, 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
- Bank of America (Pepper Pike, OH)
- …in the market while working with the Home Office to ensure superior client service . Key responsibilities include partnering with the market leadership team, ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...partner closely with advisor teams to deliver a branded client service model focusing on digital solutions… more
- JPMorgan Chase (Centerville, 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
- Aegon Asset Management (OH)
- …and clients, including annual review plans. + Cross sell additional products and services to deepen client relationships and improve profitability using a ... a century ago, we were among the first financial services companies in America to serve everyday people from...+ Keep clients and advisors apprised of product and service enhancements, including changes in investment options… more
- CBRE (Columbus, OH)
- Client Services Coordinator Job ID 217112 Posted 25-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... United States of America **About the Role:** As a Client Services Coordinator, you will be responsible...part of the global leader in commercial real estate services and investment that helps businesses and… more
- CBRE (Columbus, OH)
- Client Services Specialist Job ID 214855 Posted 07-Apr-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, ... members in the implementation of business strategies. + Perform client property tours, resolve client issues, and...part of the global leader in commercial real estate services and investment that helps businesses and… more
- KeyBank (Mansfield, 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