- 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 (Norwood, 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
- PNC (Cincinnati, OH)
- …have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Planned Giving group of the Institutional Asset Management ... organization, you will be based within the PNC footprint. The Planned Giving Investment Advisor (PGIA) will manage a book of business comprised of a broad spectrum… 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
- 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
- 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
- Bank of America (Cincinnati, 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
- Cardinal Health (Cincinnati, 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
- 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
- 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
- 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 ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem… more
- Deloitte (Cincinnati, OH)
- …analytics, Generative AI, transformative technologies, and creative design. We can enhance customer experiences and drive sustained growth and customer value ... Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging...their needs and identify opportunities to help grow the account . + People Development: Perform role of mentor and… more
- ADM (Erlanger, KY)
- …or gym reimbursement (as applicable). + **Financial wellness** - flexible spending accounts , health savings account , 401(k) with matching contributions and cash ... + Help advance ADM's reputation as a leading, credible, trusted culinary advisor **Job Responsibilities:** + Leads and manages ideation and development of new… more
- Synchrony (Cincinnati, OH)
- …to deliver actionable insights around P&L performance, channel strategy, customer behavior, value prop measurement, segmentation, forecasting, lifecycle design and ... and portfolio diagnostics. He/she will provide thought leadership to accelerate new accounts and profitable purchase volume growth. **_Our Way of Working_** **_We're… more
