- US Tech Solutions (Brooklyn, OH)
- …SUMMARY AND PURPOSE:** + The purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. + The ... **ESSENTIAL JOB FUNCTIONS** + Set-up of proprietary system and Wealth Portal access for clients. + Set-up Payweb and...work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily… more
- Bank of America (Canton, OH)
- …relationships and growing deposits and uncovering additional opportunities to consolidate client wealth at Merrill. Job expectations include exhibiting strong ... Wealth Management Banking Specialist Akron, Ohio;Canton,...Wealth Management is a leading provider of comprehensive wealth management and investment products and services … more
- US Tech Solutions (Brooklyn, OH)
- …road for the right candidate.** **Essential Job Functions** + Set-up of KeyLink and Wealth Portal access for clients. + Set-up Payweb and Stellar access for clients. ... + Set-up Wealth Direction access for clients and trouble shoot when...work with appropriate technology partners to resolve. + Log Service Now tickets on system issues. + Process daily… more
- Deloitte (Columbus, OH)
- …differentiate themselves in the areas of business strategy, sales and marketing, client service , product development, technology, and business operations. You ... Retirement and Wealth Provider Solutions Senior Consultant Our Human Capital...practitioners to on the following: + Analyze and benchmark client 's existing products and services for market… more
- JPMorgan Chase (Columbus, OH)
- …30 days with the company. As a Senior Associate Recruiter in JP Morgan Wealth Management, you will ensure your clients are best positioned to attract, source and ... and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified...are in place + Present to and update senior client groups on recruiting activity and manage escalations effectively… more
- Huntington National Bank (Cincinnati, OH)
- …School Diploma + 2 years customer service experience in banking or Wealth & Investment Financial Services experience + Required when supporting Wealth ... Description Summary: The Private Bank Service Specialist II is responsible for...but not limited to personal and business deposit accounts, wealth & investment management accounts and services ,… more
- Huntington National Bank (Cincinnati, OH)
- …or equivalent education + 2 years customer service experience in banking or Wealth & Investment Financial Services experience + Notary public + Required when ... Description Summary:The Private Bank Service Specialist III, as part of...maintaining a detailed level of knowledge of products and services to provide Service Excellence for our… more
- US Bank (Cincinnati, OH)
- …supervision - Effective verbal, written, and interpersonal communication skills - Proven client service and problem resolution skills - Proficient computer ... discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Account Opening Specialist is responsible for working with… more
- Carrington (Columbus, OH)
- …join our amazing team and work remote from home!** The Homeowner Specialist Serves as the central hub of communications, promoting cross-sell opportunities for ... units. Engages clients with friendly, personable, and clear communication, building client trust and loyalty with the goal of establishing lifelong relationships… more
- CH Robinson (Grandview Heights, OH)
- …team, giving you hands-on experience in driving business growth, and delivering exceptional service to our diverse client base. Throughout the program, you will ... ready to launch your career in account management? Join us as a Customer Account Specialist intern at CH Robinson, where you'll play a crucial role in helping some… more