- GCG (Cincinnati, OH)
- …our cobot product lines, combining your technical expertise with a passion for customer engagement to become the go-to expert who empowers sales teams, educates ... successful adoption of Cobot solutions. You'll work side by side with account managers, business development leaders, and engineering teams to translate real … more
- Principal Financial Group (Cincinnati, OH)
- …relationships within the channel covering our ETF's, Separately Managed Accounts , Mutual Funds, Private capabilities. **Other responsibilities will include:** + ... knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job...financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for… more
- Aaron's Inc (Hamilton, OH)
- …is also eligible for incentive pay based on performance.** ** Customer Accounts Advisor ** Aaron's Customer Account Advisors serve as coaches to our ... customers are 100% satisfied with the product. As a Customer Account Advisor , you will...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Bank of America (Cincinnati, OH)
- …investment solutions, and/or business management support to multiple FAs **Skills** **:** + Account Management + Client Management + Customer and Client Focus + ... Advisor Development Program Client Associate Cincinnati, Ohio **To...prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists,… more
- Bank of America (Fairfield, OH)
- …one year of financial services industry or sales experience **Skills** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus + ... Financial Solutions Advisor Registration Candidate - Fairfield Financial Center Fairfield, Ohio **To proceed with your application, you must be at least 18 years of… more
- Atria Wealth Solutions (Cincinnati, OH)
- …Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and ... turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are not limited to,...not limited to, the following: + Identifies and evaluates customer needs for financial services, assess the objectives and… more
- PNC (Cincinnati, OH)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor III within PNC's Private Bank, you will be based in Cincinnati, OH. The ... STEM OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- PNC (Cincinnati, OH)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of one of the fastest ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Bank of America (Loveland, OH)
- Financial Solutions Advisor - Cincinnati Market Cinccinati, Ohio;Canal Winchester, Ohio; Cincinnati, Ohio; Cincinnati, Ohio; Loveland, Ohio **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cincinnati/Financial-Solutions- Advisor Cincinnati-Market\_25037352) **Job Description:** At Bank of America, we… more
- Sedgwick (Cincinnati, OH)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... and to manage the total claim costs while providing high levels of customer service. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or… more
- Kelly Services (Florence, KY)
- …impact really will change lives. **Our** **In House Temporary -** **Onsite Talent Advisor ** **is accountable for:** + Providing onsite, front line support to both ... employee and client engagement, acting as the guardian of the customer 's processes and contracts while continuously seeking opportunities for improvement across… more
- Aaron's Inc (Norwood, OH)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install and… more
- Cardinal Health (West Chester, OH)
- …(EH&S), etc.) + Supports continuous improvement initiatives with quality and regulatory, customer service, culture, and financials + Supports the training team as ... coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to...wages before pay day with myFlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage +… more
- Microsoft Corporation (Cincinnati, OH)
- …gather information, collaborate on performance markers, and identify potential risks in customer accounts . Partners with customers and/or partners to provide ... Management** + Manages the development and application of a mature/dynamic multi-year customer account plan based on proven methodologies to manage a… more
- Pegasystems (Cincinnati, OH)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive (State & Local Government - Midwest)...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Cintas (Mason, OH)
- …is currently looking for a Data Compliance Specialist. This position will be an advisor for National Accounts to ensure that pricing procedures are followed, and ... Data Specialist responsibilities include:** + Managing a portfolio of accounts for data clean up to avoid future credits,...loss of national customers + Confirming requirement meetings with Account Managers and Directors to discuss how the pricing… more
- Raymond James Financial, Inc. (Cincinnati, OH)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal...client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Huntington National Bank (Cincinnati, OH)
- …of the relationship, including but not limited to personal and business deposit accounts , wealth & investment management accounts and services, consumer lending ... and mortgages. + Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new … more
- Bank of America (Cincinnati, OH)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping + Manages ... requirements **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem...Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management… more
- Huntington National Bank (Cincinnati, OH)
- …informed as needed. + Provides administrative support for one or more high-end advisor and is responsible for the day-to-day activities and interaction between the ... personnel. + Services customers by providing detailed information on specific accounts and disbursing funds as appropriate. + Responsible for identifying,… more
