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Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... to: Angie Eversole Manager of Client Services The Joseph Group Capital Management 605 South Front Street, Suite 100; Columbus, OH 43215 Phone: The Joseph Group is an Equal Opportunity Employer Financial Planning Wealth Advisor Investment Advisor ... - May 07
Client Coordinator
Nichols & Company, CPAs
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Westerville, OH, 43082
... for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our company. ... Strong organizational and time-management skills with the ability to multitask effectively. Proficiency in basic computer ... - May 09
Regional Director of Account Management
Synchrony Pharmacy Louisville
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Clinton Township, OH, 43224
... Qualifications Job Summary The Regional Director of Account Management at Synchrony Pharmacy is responsible for leading adn overseeing the account management team within an assigned region. This role ensures the successful execution of client ... - May 07
Client Relationship Associate
Telhio Credit Union
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Gahanna, OH
... What you will need: Three or more years of member/customer service experience Three or more year's financial services experience preferred Effective oral and written communication skills Excellent time management skills Attention to detail Ability ... - May 08
Senior Wealth Manager
Keller Executive Search
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Columbus, OH
$180,000 - $230,000 per year
Description Our client is seeking a Senior Wealth Manager to join their dynamic team. In this senior-level role, you will be responsible for providing comprehensive financial advice and wealth management solutions to a diverse clientele. This ... - Apr 20
Client Services Coordinator
Community Medical Services
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Columbus, OH, 43206
... client and employee needs Demonstrated ability in medication administration accuracy and ability to maintain accurate client records Excellent organizational skills, accuracy, and attention to detail Problem solving, conflict resolution, time management ... - May 09
Wealth Advisor II
First Merchants Bank
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Upper Arlington, OH, 43221
... Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, coordinate development of investment management ... - May 09
J.P. Morgan Wealth Management - Senior Product Associate
JPMorgan Chase
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Columbus, OH
... Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is ... You will exhibit strong client focus, intellectual curiosity, creative problem-solving skills, strong communications acumen, ... - May 09
Managing Director, Wealth Management
Northwest
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Columbus, OH
... asset management, service, and operations. Essential Functions • Provide vision and executive leadership for Wealth Management business with full P&L responsibility • Lead a team responsible for driving net new asset growth across affluent client ... - Apr 16
Wealth Management Advisor
SB Financial Group Inc.
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Dublin, OH, 43017
... relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Execute on client wealth plans ... - May 09