- US Bank (Cincinnati, OH)
- …from Day One. **Job Description** Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for ... various purposes. Account Managers serve as one of the client 's primary contacts, delivering a high level of customer...as well as expense management. Oversees work processed by Investment Services support staff, Trust Operations and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …highest service and client standards. + Schedule, prepare and facilitate client service and investment reviews with clients in accordance with the ... across the breadth of Fifth Third Institutional products and services including retirement plan services , investment...quickly, meeting deadlines and project plans. + Partner with client service team to ensure all internal… more
- US Bank (Cincinnati, OH)
- …role. The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of ... while it works with existing clients within a defined service model and with internal partners to make prospect...client experience as well as to develop long-term client relationships in a team-based model. The Investment… more
- PNC (Cleveland, OH)
- …be performed remotely, at the manager's discretion. This position works as part of an investment service team in the AMG Investment Office reporting to the ... and vendor systems to create reports and other information that support Fiduciary Investment Services to Defined Contribution Plan clients. You will be a… more
- PNC (Cleveland, OH)
- …accordance with investment objectives that have been developed with the client . Depending on line of business, may provide specialized advice on planned giving, ... the sales efforts of the business through the introduction and expansion of financial services to the client . + Executes risk management practices through the… more
- PNC (Cleveland, OH)
- …execution among internal partners including business leadership, compliance, marketing, sales, client service , corporate communications, legal and other relevant ... multiple projects while adhering to tight timelines * Experience in financial services / investment marketing and the requisite knowledge of compliance and… more
- Lincoln Financial (Columbus, OH)
- …**Requisition #:** 74592 **The Role at a Glance** The Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain ... investments. They will partner closely with key stakeholders across field sales, investment , product management, and marketing in the distribution of alternative … more
- JPMorgan Chase (Westerville, OH)
- … client needs, initiating trades in the capital markets, and completing service -oriented transactions + Document all client interactions and meeting all ... for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As… more
- Huntington National Bank (Canton, OH)
- …III"s.Duties & Responsibilities: + Manages medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the ... customer to monitor investment performance and recommend a strategy. + Responsible for...and recommend a strategy. + Responsible for ongoing customer service and joint sales calls with business development staff.… more
- Raymond James Financial, Inc. (Medina, OH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
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