- Oxford Financial Group, Ltd. (Cincinnati, OH)
- …needs. Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings. Participates in client /prospect/ advisor ... for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family… more
- Medium (Cleveland, OH)
- …portfolios across multiple clients, markets, or regions. Serves as a trusted advisor to senior client executives; builds and sustains long-term executive-level ... CESO, a Senior (Sr) Program Director is responsible for client management of large programs or multiple client... client management of large programs or multiple client programs simultaneously. A Sr Program Director is responsible… more
- KeyCorp (Cleveland, OH)
- …with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client /borrower, critical and knowledgeable contributor ... support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.… more
- Meeder Investment Management Inc (Dublin, OH)
- …performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events Interface with Meeder Advisor Consulting and Wealth ... through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm… more
- Robert Half International (Cleveland, OH)
- JOB REQUISITION Client Service Director - (Management Resources) LOCATION OH CLEVELAND JOB DESCRIPTION SUMMARY As a Client Solutions Director, you will be ... stakeholders to present Robert Half's suite of offerings for complex client initiatives requiring senior-level professionals. Researching trends in hiring, the labor… more
- Robert Half International (Cleveland, OH)
- An established industry player is seeking a Client Solutions Director to lead client engagement and develop strategic relationships. This role involves ... analyzing market trends, and providing insights to clients, making you a trusted advisor . With a focus on career development and exceptional earning potential, this… more
- StudySmarter (New Bremen, OH)
- …on certain files, ensuring the clients are satisfied and you can establish a loyal client base. You act as an advisor for your clients as well. Depending ... Funds - Bring Your Team, Low Staff Turn-Over Our client is a well-established international law firm with a...with a boutique presence in Luxembourg, known for its client -focused approach. Currently specializing in Corporate Law, Banking &… more
- Uhy Llp (Cincinnati, OH)
- …budgets, and firm standardsClient Relationship Management* Cultivate and maintain strong client relationships, serving as a trusted advisor and primary ... leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the… more
- Knowhirematch (Wooster, OH)
- …ensuring high-quality delivery and client satisfaction. Foster and maintain strong client relationships, acting as a trusted advisor in all tax-related ... role requires managing simultaneous projects while cultivating and sustaining strong client relationships. You will be responsible for ensuring timely billing and… more
- Rsm Us Llp. (Cincinnati, OH)
- …Assist with execution of ERP implementation health-check assessments.* **Strong client servicing skills:** Provide first-choice advisor experience to ... while maximizing client value. Act as a key client -facing leader. Build strong relationships. Clearly communicate issues, findings, recommendations. Demonstrated… more
