- US Tech Solutions (Brooklyn, OH)
- …SUMMARY AND PURPOSE:** + The purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. + The ... **ESSENTIAL JOB FUNCTIONS** + Set-up of proprietary system and Wealth Portal access for clients. + Set-up Payweb and...work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily… more
- US Tech Solutions (Brooklyn, OH)
- …road for the right candidate.** **Essential Job Functions** + Set-up of KeyLink and Wealth Portal access for clients. + Set-up Payweb and Stellar access for clients. ... + Set-up Wealth Direction access for clients and trouble shoot when...work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily… more
- HUB International (Dublin, OH)
- …If the answer is yes, we have the perfect opportunity for you._ _Our Client Specialist position a great starting point within our benefits consulting team, ... Responsibility initiatives._ **ABOUT HUB INTERNATIONAL:** HUB International is a leading full- service global insurance broker and financial services firm… more
- Huntington National Bank (Westlake, OH)
- …School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial Services experience + Required when supporting Wealth ... Description Summary: The Private Bank Service Specialist II is responsible for...but not limited to personal and business deposit accounts, wealth & investment management accounts and services ,… more
- JPMorgan Chase (Columbus, OH)
- **About JP Morgan Wealth Management** JP Morgan Asset and Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and ... including trusts and estates, loans, mortgages and deposits. **Our Business** The Wealth Management Credit Platform Service Support Team reports into Private… more
- Carrington (Columbus, OH)
- …our amazing team and work remote from home!** The Part Time Homeowner Specialist serves as the central hub of communications, promoting cross-sell opportunities for ... units. Engages clients with friendly, personable, and clear communication, building client trust and loyalty with the goal of establishing lifelong relationships… more
- Paychex (Cincinnati, OH)
- …escalating concerns as needed* Proactively maintain positive relationships with peers within Tax Services and other Client Services teams * Continue to ... demonstrates the Paycor service commitment and values* Collaborate with other Client Service and Product & Engineering teams to share best practices… more
- CH Robinson (Grandview Heights, OH)
- …team, giving you hands-on experience in driving business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will ... ready to launch your career in account management? Join us as a Customer Account Specialist intern at CH Robinson, where you'll play a crucial role in helping some… more
- US Bank (Cincinnati, OH)
- …and procedure development to manage product risk effectively. + Support high-level client service delivery with responsiveness, diplomacy, and tact. + Develop ... + Minimum of 10 years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax, account...and risk tolerance. + Sophisticated knowledge of personal trust services . + Strong communication and collaboration skills across diverse… more
- Paycom Online (Cleveland, OH)
- …the initial phase, providing a seamless transition and continuity of exceptional service . + Cultivates and nurtures existing client relationships for strong ... account profitability, and client satisfaction/loyalty. + Performs client presentations articulating the value proposition of software/solution/ service … more
- Kiewit (Columbus, OH)
- …Design team in Columbus, OH. As part of the team of highly specialist design professional, you will support variety of substation, transmission and distribution ... throughout the country. **District Overview** Kiewit Power Delivery is a full- service engineering and construction solutions provider operating across North America.… more