- JPMorgan Chase (Westerville, OH)
- …client service operational marketing and administrative support to the primary Private Client Advisor (s), within JPMorgan Wealth Management. As a Private ... If you are passionate about client experience and goals driven planning, then our...marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture … more
- Aegon Asset Management (OH)
- …clients and brokers. Bring consultative elements to relationships with the goal of enhancing client , advisor and TPA loyalty. + Serve as the escalation point for ... . Job Description Summary Responsible for retirement plan asset retention and client satisfaction for assigned clients with 401(k) plans, DB or MEP plans.… more
- Raymond James Financial, Inc. (Cincinnati, OH)
- …Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community ... and support to prepare trainees for a successful career as a Financial Advisor . Raymond James advisors provide sound financial advice and counsel consistent with our… more
- KeyBank (Toledo, OH)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- KeyBank (Westlake, OH)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that… more
- WSP USA (Columbus, OH)
- …our Advisory & Planning services in the state of Ohio as well as be a client advisor , staff manager, and pursuit and project manager on Ohio and regional ... proposition is developed and continuously improved. + Conduct needs analyses and client value surveys to align the planning discipline's function with business and… more
- Huntington National Bank (Cincinnati, OH)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...coordinates the involvement of other specialists to fulfill the client 's Wealth Plan with a strong focus on capturing… more
- IBM (Columbus, OH)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... business. Your primary responsibilities will include: . Product Demonstration: Creating client facing demos for the following products - Guardium "One", Guardium… more
- IBM (Columbus, OH)
- …Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor . IBM is committed to creating a diverse environment and is proud ... business. Your primary responsibilities will include: . Product Demonstration: Creating client facing demos for the following products - watsonx.gov, watsonx.ai,… more
- Raymond James Financial, Inc. (Westlake, OH)
- …and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented...-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more