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Client Relationship Specialist
Rea
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Dublin, OH, 43017
Job Description About Rea Wealth Management! With more than 25 years in business and five physical locations in Ohio, Rea Wealth Management is a wealth management organization with a seasoned team of professionals looking for a client relationship ... - May 07
Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... Planning, Retirement, Investments, Taxes, Insurance, Estate) Assist Wealth Advisory Associates with: Preparing financial plans using e-Money financial planning software Building Client Storyboards which show clients how wealth aligns with objectives ... - 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 07
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 07
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
Wealth Advisor II
First Merchants Bank
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Upper Arlington, OH, 43221
Job Description First Merchants Bank is seeking a 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, ... - May 07
Client Outreach Specialist
WestPoint Financial Group
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New Albany, OH, 43054
33000USD - 100000USD per year
... We are seeking 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 ... - May 07
Client Services Coordinator
Community Medical Services
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Whitehall, OH, 43213
Job Description Description: Shift: Monday - Friday 5:30am-1:30pm with alternating Saturdays 8am-10am Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the ... - May 07
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 07
Client Relationship Associate
Telhio Credit Union
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Gahanna, OH
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. Telhio's mission is to be a trusted financial partner, committed... - May 03