| Job alert | Jobs 61 - 70 of 7907 |
Client Associate
Talent Portal
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Upper Arlington, OH
... client associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documentation ... - Jun 14
Tax Director
Whalen CPAs
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Worthington, OH, 43085
... Established in 1945, our firm provides Tax, Assurance, and Advisory Services to a wide range of businesses and individuals ... taxation Research and analysis capabilities Outstanding client service traits Management of multiple engagements and ... - Jun 09
Client Relationship Representative (Universal Banker)
First Merchants Bank
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Columbus, OH, 43220
Job Description 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 ... - Jun 16
Client Service Associate - Kindred Wealth Partners
Kestra Financial Independent Advisor
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Columbus, OH
... to firm guidelines Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Process, submit, and service all account paperwork/requests; ... - Jun 10
Safety Assistant
JSET Automated Technologies
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Hilliard, OH, 43026
20-22
... Ensure completion of daily safety documentation. Assist with coordinating job site specific orientations for new employees ... This position will be responsible for communicating with other trades, supervisors, client representatives, and employees. ... - Jun 05
Tax Senior
Whalen CPAs
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Worthington, OH, 43085
... As a Tax Senior, you’ll be responsible for preparing and processing client tax returns. Whalen serves clients in a variety of industries and also serves individual clients. Day-To-Day Work Includes Preparing client 1040 returns Preparing client ... - Jun 09
Client Solution Specialist- PNC Investments
PNC
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Whitehall, OH, 43213
... Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews, and verifies documents and relevant information for accuracy; performs common processing and ensures ... - Jun 07
Client Advocate Specialist
SummitHR
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Blacklick, OH, 43004
... ESSENTIAL FUNCTIONS: Act as point of contact for client inquiries, manage shared email folders to respond to client inquiries and handle incoming client calls. Provide status updates and problem resolution at point of service. Distribute emails that ... - May 31
Corporate Sector Controllers (CSC) Global HR Associate
144780-Payments_Us
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Columbus, OH
... in and documentation of project/business case reviews Establishment and maintenance of relationships with internal customers (i.e. Planning and Analysis teams, HR Business leads, Sourcing, Procurement, Accounts Payable, Corporate Tax, Legal ... - Jun 15
Wealth Management, USPB Client Onboarding Team Lead, Vice President
JPMorgan Chase
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Columbus, OH, 43201
... and individuals + Demonstrated experience as a key contributing member of a high performing organization **Preferred qualifications, capabilities and skills** + FINRA series 99 + Client Onboarding and/or documentation analysis experience preferred. ... - Jun 07