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Client or Advisor or Planner jobs in Columbus, OH, 43215

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Client Service Manager

Gallagher  –  Gahanna, OH, 43230
... Overview We are looking for a Client Service Manager who will be responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams ... - Jun 21

Client Service Associate

Stratos Wealth Partners  –  Columbus, OH, 43215
... We are looking for a Client Service Associate with strong attention to detail and a passion for delivering exceptional client service. In this role, you'll be instrumental in helping us exceed client expectations while contributing to our positive, ... - Jun 16

Client Accounting Services Manager

Blue & Co.  –  Westerville, OH, 43082
... With a commitment to excellence and a track record of success, we seek a dedicated Client Accounting Services (CAS) Manager or Senior Manager to join our Columbus, OH (Westerville) office. In this role you will help drive our strategic growth ... - Jun 22

Luxury Style Advisor - Women's Contemporary

San Francisco Art Institute  –  Clinton Township, OH, 43224
What This Position is All About As the Style Advisor, you are an exceptional salesperson who provides outstanding customer service, excels in developing strong, long-lasting client relationships and succeeds at increasing sales volume. If you share ... - Jun 16

Client Director

Medical Mutual  –  Dublin, OH, 43016
... Oversees the management of assigned accounts ensuring appropriate file maintenance, group structures, personality profiles, benefits, and contacts are developed to effectively service client. Mentoring the Account Executive team members during the ... - Jun 16

Client Account Executive, Commercial Lines

AssuredPartners  –  Upper Arlington, OH, 43221
As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base. ... - May 28

Account Manager - Client Relations

Yellowstone Landscape Group  –  Plain City, OH, 43064
Are you interested in joining a dynamic and growing business that values the unique aspirations of its employees, encourages progressive practices and offers the opportunity to provide customized and exceptional client service? We are seeking a ... - Jun 19

Financial Solutions Advisor - Consumer Investments- Tri-Valley Area

Bank of America  –  Dublin, OH
... Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses Skills: Account Management Advisory Client Experience Branding Customer ... - Jun 11

Client Relationship Consultant 2/(Banker) - Cleveland Ave, OH

US Bank  –  Columbus, OH, 43216
... Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. ... - Jun 19

Direct client -IT Technical Project Manager-Columbus, OH

Accion Labs  –  Clinton Township, OH, 43224
... Lead cross-functional teams through the full product lifecycle—from planning and sprint execution to release management and client delivery. Collaborate closely with business stakeholders, product managers, and technical leads to align technical ... - Jun 20
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