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Advisors or Series or Client or CRM or Westport jobs in Columbus, OH, 43215

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Sr. Business Analyst, CRM

Ringside Talent  –  Clinton Township, OH, 43224
Our internationally recognized client is in need of a Senior Business Analyst. The ideal candidate will align with the responsibilities and qualifications outlined below. Responsibilities: Formulate and define the system's scope and objectives based ... - Apr 29

Client Service Representative

The Joseph Group Capital Management  –  Clinton Township, OH, 43224
... Take ownership of and provide solutions for complex client situations. Communicate in a manner that ensures clients have a terrific TJG experience with every interaction. Utilize the Client Relationship Management (CRM) and Advisor Reporting ... - Apr 29

Client Engagement Specialist

Evolved Lighting & Energy  –  Lincoln Village, OH, 43228
... LinkedIn, and CRM systems to enhance efficiency and achieve results. Independent and Team-Oriented: Thrive in a role that requires both self-motivation and collaboration with our operations and sales teams. Emotional Intelligence: Navigate client ... - Apr 30

Client Relationship Specialist

Rea  –  Dublin, OH, 43017
... Proactively manage multiple advisors’ calendars and schedule client meetings. Manage client relationship software and online ... Willing to obtain FINRA Series 7 Registration. Capability to work independently and solve any problems that may arise ... - Apr 30

Physician Assistant or Nurse Practitioner (APRN) / Pulmonary Westport

Hartford HealthCare Medical Group  –  Franklin Township, OH, 43228
... No night or weekend call · Locations include Westport, Bridgeport and Milford · Consistent scheduling · A quickly growing and well-resourced department · The opportunity to attend CME events · Competitive compensation, matching 401k, tiered medical, ... - Apr 28

Client Support Logistics Guide

Mercury Business Services  –  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 ... - Apr 30

Client Coordinator

Nichols & Company, CPAs  –  Westerville, OH, 43082
... We pride ourselves on our collaborative environment, commitment to excellence, positive team spirit, and we are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our ... - Apr 30

Client Manager - Retirement Planning Services

Oswald Companies  –  Clinton Township, OH, 43224
... Ensures all client revenue is collected on a timely basis. What You'll Need: A college degree is an advantage but not a requirement FINRA Series 6, 63, and 65 or FINRA Series 7, 65 licensing required. Professional designations of AIF is preferred. ... - Apr 21

Client Services Representative

Randstad  –  Clinton Township, OH, 43224
... Our client is a U.S. based Fortune 100 company headquartered in Columbus, Ohio. They have a history of strength and ... career with a leading employer in the insurance and financial services industry, and ideally become Series 6 licensed. ... - Apr 29

Client Support Logistics Guide - 2nd Shift

Mercury Business Services  –  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 ... - Apr 30
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