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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 ... - Jun 18
Client Relations Representative
Hamilton Capital
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Columbus, OH, 43220
... and procedures that improve client and teammate experiences. Establishes new accounts and facilitates account transfers from various custodians Processes and tracks account contributions and distributions Masters CRM functions and capabilities ... - Jun 16
Asset Management - Internal Client Advisor - Associate
JPMorgan Chase & Co.
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Columbus, OH, 43216
... Job Responsibilities: The primary role of the internal client advisor (ICA) is to work with financial advisors to * Share ... * Excellent written and verbal communication skills * Ability to effectively leverage our global resources * SIE, Series 7, ... - Jun 16
Client Success Associate
Privia Health
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Columbus, OH
... being of providers.Job Description Travel Required: 50% The Client Success Associate is responsible for managing a portfolio ... updating and maintaining project planning software, ensuring CRM accuracy and reporting, and sprint planning) Qualifications ... - Jun 18
Client Support Logistics Guide - Third Shift
Mercury Business Services
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Columbus, OH
... Use our internal Transportation Management Software Update our Mercury CRM to reflect the most up-to-date, accurate, and detailed information on each shipment Add vendor and client charges to shipment info to streamline invoicing Comply with all ... - Jun 18
Client Service Specialist II
Corient Private Wealth LLC
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Clinton Township, OH, 43224
... administrative support Execute client funds transfers via custodian systems Maintain CRM (Client Relationship Management) ... as back office support Coordinate with clients' other advisors as needed (CPAs, attorneys, etc.) Provide general office ... - Jun 16
Client Engagement Specialist
Evolved Lighting and Energy
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Clinton Township, OH, 43224
... 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 ... - Jun 17
Client Project Manager
Forge Biologics
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Columbus, OH
... About The Role We are currently seeking a Client Project Manager to join the Forge Biologics team. This role will manage a portfolio of client projects in all stages of development and manufacturing gene therapy programs. You will assist the Program ... - Jun 18
Client Accounting Services Manager
Spartan Placements, LLC
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Columbus, OH
110000USD - 140000USD per year
Job Description Client Accounting Services Manager (CAS Manager) Responsibilities: Provide Accounting and Finance services and leadership to our clients across a wide array of industries. Provide internal support to our clients with day-to-day ... - Jun 18
Client Services Representative
Kaman & Cusimano LLC
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Columbus, OH, 43235
Job Description Established community association (condo/HOA law) firm that offers a tremendous opportunity for long term advancement and professional development opportunities is excited to add a client services representative to our dynamic and ... - Jun 18