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Client Service Associate - Kindred Wealth Partners

Kestra Financial Independent Advisor  –  Columbus, OH
... in adherence to compliance guidelines Maintain client information in CRM database Manage and update mailing lists for ... candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker ... - Apr 14

client support service professional

Randstad US  –  Columbus, OH, 43201
... Key Responsibilities: + Respond to incoming phone calls regarding client service inquiries with accuracy and efficiency. + Provide support for client Cash Management products and services, client Online (website), Mobile app, and general account or ... - May 02

Client Services Director

Lawrence Law Office  –  Worthington, OH, 43085
... Maintain accurate and up-to-date client records in our CRM system. Serve as a critical link between clients and other legal service providers on our team. Assure timely payments for services to allow smooth execution of case strategies. Provide ... - Apr 20

Account Director (Client Services)

Baesman Group, Inc.  –  Columbus, OH
... An Account Director’s role is to own the client relationship by continually delivering Baesman’s value proposition to the account through our products and services. The Account Director will intimately know the client’s business and be able to ... - Apr 13

Client Experience Specialist

Surge Staffing  –  Columbus, OH
... will be to oversee and nurture existing client accounts, ensuring utmost satisfaction with our staffing services. ... to changing priorities and client needs. Proficiency in Microsoft Office suite and CRM software (e.g., Salesforce) for ... - Apr 18

Associate Relationship Manager - Native American Financial Services

Huntington  –  Columbus, OH
... in credit fundamentals to determine the appropriate risks on new and prospective customers so that all relationships are in strategic alignment with Bank risk parameters Assisting bankers on client needs and portfolio servicing and management; ... - Apr 23

Real Estate Services System Administrator

NiSource  –  Columbus, OH
**Job Summary** The Real Estate Services System Administrator is responsible for implementation and support of the ... + Coordinates review of open preventive maintenance and client request work orders with Supervisors and Managers + Provides ... - May 08

Client Relations Representative

Bobb Says Yes  –  Columbus, OH, 43229
... Client Relations Specialist Job Responsibilities: Receive inbound calls and internet leads from customers with questions on ... Gather and track all guest data as directed and accurately enter this information into the CRM. Utilize scripts provided by ... - May 03

Client Relations Representative

Bobb Says Yes  –  Columbus, OH, 43224
... Client Relations Specialist Job Responsibilities: Receive inbound calls and internet leads from customers with questions on ... Gather and track all guest data as directed and accurately enter this information into the CRM. Utilize scripts provided by ... - May 02

Conversion and Client support

CU-centric  –  Columbus, OH
Job Description CU-centric, a credit union core processing company is seeking a Conversion / Client Support person to become ... thinking skillsCompany Description The company’s founding goal is to provide modern credit union data processing services. ... - May 03
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