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

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Job alert Jobs 1 - 10 of 2974

Client Relationship Specialist

Martin Painting  –  Grove City, OH, 43123
... About the Role: As a Client Relationship Specialist / Project Estimator, your focus will be more than just numbers. It's about understanding our clients' needs, working collaboratively, and finding the perfect solutions. This role offers a unique ... - Apr 13

Client Support Logistics Guide - Second 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 09

Client Service Associate - Kindred Wealth Partners

Kestra Financial Independent Advisor  –  Columbus, OH
... for Financial Advisors and the firm Regular client interaction including appointment scheduling and correspondence; ... in adherence to compliance guidelines Maintain client information in CRM database Manage and update mailing lists for ... - Apr 14

HFA Client Services Associate

Huntington  –  Columbus Metropolitan Area, OH
... Take ownership of each client while empathizing and prioritizing client needs Performs other duties as assigned. Basic Qualifications: High school diploma At least 1 year experience in financial industry Series 6 and 63 Additional License ... - Apr 23

Client Success and Training Manager

Juvly  –  Columbus, OH
Job Description Role: Client Success and Training Manager Location: Juvly Aesthetics – Columbus, OH Salary: $45,000 - $50 ... - Proficiency in CRM tools and business software usage. - Strong problem-solving ability with a data-driven mindset. Rewards ... - Mar 28

Client Service Associate - Kindred Wealth Partners

Kestra Financial Independent Advisor  –  Columbus, OH
... for Financial Advisors and the firm Regular client interaction including appointment scheduling and correspondence; ... in adherence to compliance guidelines Maintain client information in CRM database Manage and update mailing lists for ... - Apr 13

Practice Finance Client Manager

Huntington  –  Columbus, OH
... Summary: The Practice Finance Client Manager on-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ... - Apr 19

Client Executive

Quantum Health  –  Dublin, OH
... as a trusted Quantum Health SME by building and maintaining strong relationships with key client stakeholders and advisors. ... Strong Customer Relationship Management (CRM) platform experience (we use Salesforce). Willingness to routinely travel to ... - Apr 10

Client Service Representative (hybrid)

Phaxis - Financial Services  –  Columbus, OH
Job Description A global financial firm is looking to hire a handful of Client Service Representatives to join their team in Columbus, OH (hybrid position). This is an exciting opportunity with a reputable firm and room for growth! JOB DESCRIPTION: ... - Apr 16

Account Manager (Client Services)

Baesman Group  –  Columbus, OH, 43224
... Baesman Group, a nationally recognized provider of direct to consumer and in-store marketing strategy and execution, is seeking an experienced Print Account Manager that will be responsible for providing a positive client experience to businesses ... - Apr 17
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