- 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
- JPMorgan Chase (Columbus, OH)
- **J.P. Morgan Wealth Management - Field Performance & Incentives Specialist ** At JP Morgan Wealth Management, our Field Performance & Incentives team is ... committed to providing best-in-class service to our financial advisors. We resolve complex inquiries...related field. + 3+ years of experience in financial services , client support, operations, or a related… 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
- PNC (Cleveland, OH)
- …our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities across all PNC wealth disciplines. Key ... opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Private...Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales &… more
- Deloitte (Dayton, 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
- S&P Global (OH)
- …Intelligence & Analytics (GIA) team resides within the Risk & Valuations Services (RVS) unit of the S&P Global Market Intelligence Division, providing powerful ... business outcomes. **Responsibilities and Impact:** Subject Matter Experts provide front-line client support to our valued subscribers of our powerful, complex… more
- HUB International (Dublin, OH)
- …If the answer is yes, we have the perfect opportunity for you._ _Our Client Specialist position a great starting point within our benefits consulting team, ... Responsibility initiatives._ **ABOUT HUB INTERNATIONAL:** HUB International is a leading full- service global insurance broker and financial services firm… more
- Anywhere Real Estate (Cleveland, OH)
- The ** Client Experience Specialist ** is a service -minded professional who manages all non-licensed aspects of the transaction, from contract to close, to ... with all parties involved in the transaction. + Prioritize service to the agent and all parties with a...each of its companies are locally staffed, with a wealth of experience in settlement services . We… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …with clients and members of the team around account management + Delivers exceptional client service while achieving service level agreements and working ... state licenses. + Prior brokerage industry experience (minimum 3 years). + Excellent client service within investment industry. + Strong knowledge of the… more
- Deloitte (Cleveland, OH)
- …Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Recruiting for this role ends on - 2/28/2026 Work ... to work in a collaborative environment? As an experienced Ent Imaging & Radiant/Cupid Specialist you will have the ability to share new ideas and collaborate on… more