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Client Outreach Specialist
WestPoint Financial Group
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New Albany, OH, 43054
33000USD - 100000USD per year
... a motivated and dedicated Client Outreach Specialist to join a growing financial advisory team. This position will primarily focus on phone outreach to potential clients, with the goal of scheduling appointments for our financial advisor team. ... - May 08
Senior Associate Financial Advisor
Hamilton Capital
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Columbus, OH, 43220
... A Senior Associate Financial Advisor (SAFA) plays a key role in supporting the financial advisory team responsible for servicing and managing existing client relationships. This team member helps clients achieve their financial goals through ... - May 08
Client Relationship Associate
Telhio Credit Union
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Gahanna, OH
... being a trusted advisor for our members and providing customized solutions for our members. Your key focus will be to ensure that you are delivering extraordinary service and innovative financial solutions to our members.(As a Float) - You will be ... - May 08
Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... Manager of Client Services Benefits: Yes Status: Full Time Role Summary The Client Service Representative (CSR) will join The Joseph Group (TJG) on the ground floor to build a solid foundation and continue to grow in this role with an Advisor career ... - May 07
Client Coordinator
Nichols & Company, CPAs
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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 ... - May 08
Client Services Coordinator
Community Medical Services
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Columbus, OH, 43206
Job Description Description: Shift: Monday - Friday 6:00 AM-2:00 PM and every other Saturday 8:00 AM-10:00 AM Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of ... - May 08
Lead Financial Advisor - Columbus, OH
Antolino and Associates
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Columbus, OH, 43215
... We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client ... - May 08
Client Relationship Representative
First Merchants Bank
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Columbus, OH, 43212
Job Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) – Part Time to join our team! This part-time position will focus on providing high quality customer service by accurately and efficiently... - May 08
Client Leader
BHDP Architecture
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Columbus, OH, 43216
Client Leader Higher Education Since 1937, BHDP has designed intelligent and innovative spaces for some of the most ... perspective and strategic recommendations to clients, adding value to their business as a trusted partner and advisor. ... - May 03
Client Relations Representative
Bobb Says Yes
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Columbus, OH, 43229
45000USD - 60000USD per year
... Client Relations Specialist Job Responsibilities: Receive inbound calls and internet leads from customers with questions on new and pre-owned vehicles. Schedule a time and date for these customers to visit Twins Buick GMC. Handle all guest inquiries ... - May 08