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Client or Portfolio jobs in Columbus, OH, 43215

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J.P. Morgan Wealth Management - New Client Investment Specialist

181117-East Chi / Wisconsin Region Admin  –  Westerville, OH
... As a New Client Development Professional in J.P. Morgan Wealth Management, you will spend your day providing an exceptional client experience by understanding and addressing client service needs for our newest J.P. Morgan Wealth Management clients. ... - Jun 12

Client Scheduling Administrator/Receptionist (In-Office)

Golden Reserve  –  Dublin, OH, 43017
Golden Reserve is looking for an experienced Client Scheduling Administrator (CSA). Our CSA is a mix of a receptionist and a Customer Service Representative. Unlike other financial institutions, this is NOT just an administrative role – you are a ... - Jun 18

Client Services Coordinator

VisionSpark  –  Worthington, OH
VISIONSPARK CLIENT SERVICES COORDINATOR THE PERSON Do you love to serve, especially behind the scenes? Do you have a passion for client / customer service and value delivering high quality work? Do you have excellent listening skills and a thirst ... - Jun 11

Wealth Management, USPB Client Onboarding Team Lead, Vice President

JPMorgan Chase & Co.  –  Columbus, OH, 43216
JobID: 210509429 Category: Client Operations Management JobSchedule: Full time Posted Date: 2024-05-30T16:17:24+00:00 JobShift: : Ready to promote results through leadership, communication, and influence? Join our US Private Bank Client Onboarding ... - Jun 06

Client Solution Specialist- PNC Investments

PNC Financial Services Group, Inc.  –  Columbus, OH, 43216
... As a Client Solutions Specialist within PNC Investments, you will be based in Columbus, OH or Saginaw, MI. The position will primarily sit at the Whitehall Service Center in Columbus, OH or Towne Center location in Saginaw, MI. Job Description * ... - Jun 11

PT Client Services Rep for Marketing Research Focus Group Facility (

L&E Research, Inc.  –  Columbus, OH, 43216
L&E Research is looking for folks with great people skills. We have been lauded by Carolina Parent and The Business Journal for how great we are to work with and how family friendly we are. This is a part time position in which employees work an... - May 25

Client Service Associate - Registered

Stifel  –  Dublin, OH, 43016
Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, ... - Jun 13

Client Relationship Representative (Universal Banker)

First Merchants Corporation  –  Columbus, OH, 43216
First Merchants Bank is seeking a Client Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and ... - Jun 17

Client Engagement Manager

Insight  –  Columbus, OH, 43224
Requisition Number: 97152 The Client Engagement Manager is responsible for leading client interaction and engagement within Insight's Digital Innovation division. This includes leading regular interactions with clients, training the client on how to ... - Jun 21

Managing Director - CSG Financial Institutions

Huntington  –  Columbus, OH
... Keep management informed on all core facets of the bank, portfolio, client relationships and the competitive environment. Basic Qualifications: Bachelor's degree. 7+ years of in financial institutions corporate banking or related fields. Proven ... - Jun 21
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