• Wealth Management Client Associate

    Bank of America (Cincinnati, OH)
    Wealth Management Client Associate Cincinnati, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
    Bank of America (05/03/25)
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  • Client Associate

    Wells Fargo (Cincinnati, OH)
    **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… more
    Wells Fargo (05/01/25)
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  • Client Service Associate

    PNC (Akron, OH)
    …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for our clients… more
    PNC (03/26/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Medina, OH)
    …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
    Raymond James Financial, Inc. (04/12/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Westerville, OH)
    …Private Client Advisor(s), within JPMorgan Wealth Management. As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a ... If you are passionate about client experience and goals driven planning, then our...you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the… more
    JPMorgan Chase (03/16/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (Canton, OH)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management… more
    JPMorgan Chase (05/04/25)
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  • Client Service Associate - Kindred…

    Kestra Financial (Columbus, OH)
    …of contact for any infrastructure requests + Other duties as assigned by Senior Client Service Associate + Advanced computer skills (Outlook, Word, Excel and ... The Client Service Coordinator reports to the Operations Director...the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention… more
    Kestra Financial (03/11/25)
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  • Client Manager Associate

    UNUM (Worthington, OH)
    …team. Help us help others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training to be responsible for proactive ... provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring… more
    UNUM (05/01/25)
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  • Associate Client Solutions Manager,…

    Norstella (Columbus, OH)
    Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... ** Client Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to an Account Director… more
    Norstella (04/23/25)
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  • Senior Associate Client Success…

    NTT America, Inc. (OH)
    …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
    NTT America, Inc. (04/25/25)
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