- CVS Health (Columbus, OH)
- …+ Proven leadership skills. + Strong business acumen. + Commitment to client service and relationship building. + Experience implementing template and/or ... and every day. **Position Summary** The Health Plan Clinical Advisor is a client facing role that...of their key marketplace competitors and those products and services . o Consulting with and recommending standard and custom… more
- Bank of America (Cincinnati, OH)
- …and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) ... Merrill Financial Solutions Advisor - Ohio Valley Market Cincinnati, Ohio;Lakeside Park,...achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a… more
- Citigroup (Columbus, OH)
- …metrics and service level requirements to achieve business goals. + Acts as client advisor in the client 's interest while driving cross-regional & ... business and the upstream and downstream influences Demonstrated ability to provide outstanding client service at a senior level Exceptional written and oral… more
- JPMorgan Chase (Westerville, OH)
- …is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private ... Client Advisor (s), within JPMorgan Wealth Management. As...Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely… more
- Raymond James Financial, Inc. (Cincinnati, OH)
- …portfolio losses while preserving client loyalty. + Provide a high level of client service with a strong focus remaining on what's best for their personal ... Become trained and skilled to effectively and efficiently function in the Financial Advisor role: + Develop client pipeline by prospecting, networking, community… more
- KeyBank (Canton, 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 (Dayton, 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)
- …& 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 projects ... client base for providing high level Transportation Planning services including identifying additional business development opportunities, and cross-selling of… more
- Huntington National Bank (Cincinnati, OH)
- …the community and with external centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong ... Description Summary: The Private Bank Wealth Advisor III is the primary client ...experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. +… 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 ... to work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Technical Specialist (BTS) for Data… more