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Client Support Service Professionals
Compunnel, Inc.
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Columbus, OH
Job Description Job Summary The Client Support Service Professional is responsible for handling inbound phone inquiries ... relevant FINRA licenses (e.g., Series 7) are a plus but not mandatory. Education: High School Company Description Compunnel ... - Aug 31
IM&T Client Service Officer
Fifth Third
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Clinton Township, OH, 43224
... assist in developing client solutions. Knowledge and understanding of client relationship. Coordinate with Advisors, client ... one internal client pre-call meeting annually Sales and Service Activity: Actively participate in Life 360 and CRM to ensure ... - Aug 29
Hardscape/Landscape Production Manager
Pointplus Personnel
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Columbus, OH
58.000-62.000
... Client consultations Site analysis and design development. Budgeting and cost estimates. Working with clients for design and client approval. Project management stay within budget. Must have knowledge of plants and different species. proficient in ... - Jul 11
Client Service Associate
Summit Financial Strategies
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Columbus, OH, 43219
... Job Summary The Client Service Associate assists the advisors by performing functions related to account paperwork, data ... Excel, and Outlook required Experience with Client Relationship Management (CRM) software Experience with data-management ... - Aug 31
Client Support Logistics Guide
Mercury Business Services
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Columbus, OH
... to service Book client shipments with a broad network of Mercury partners Review and process domestic and international shipping documents for accuracy and completeness before submission to partners and customs officials Use our ZenDesk CRM and ... - Aug 31
Client Relationship Associate
Apollon Wealth Management
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Columbus, OH, 43235
Reports to: Relationship Manager(s) Status: Exempt As a Client Relationship Associate at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. ... - Aug 20
Client Support Specialist
Surge Staffing
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Columbus, OH
65000USD - 75000USD per year
Job Description Summary The Client Support Specialist is responsible for supporting all branches, accounts receivable, and billing. Along with establishing and maintaining other vendors and VMS. This individual will be responsible for 1.) Training ... - Aug 31
Hybrid Advisor Consultant - Ohio
New York Life
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Columbus, OH
... financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client ... Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement. Coordinate and ... - Aug 28
New Client Services Manager (Healthcare)
Accountable Physician Advisors
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Westerville, OH, 43081
80000USD - 85000USD per year
... The Accountable Advisors Family of Companies, a growing physician consulting and medical billing entity, is in search of a full-time New Client Services Manager. POSITION PURPOSE The New Client Services Manager is responsible for managing every ... - Aug 31
Financial Representative (Training & Licensing Included)
Kevin Watters Financial Planning & Wealth
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Upper Arlington, OH, 43221
70000USD - 150000USD per year
... client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors ... following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. ... - Aug 31