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Client or Financial jobs in Columbus, OH, 43215

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Financial Wellness Consultant

KeyBank  –  Upper Arlington, OH
... The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through ... - Jun 25

Senior Financial Analyst

ohio.gov  –  Franklin County, OH
... , encumbrances, expenditure, asset management, subawards, contract, travel and task force overtime and asset forfeiture Analyzes financial documents and reports for accuracy and compliance with fiscal guidelines and grant awards Compares program ... - Jun 27

Client Engagement Specialist

Evolved Lighting and Energy  –  Lincoln Village, OH, 43228
... • Emotional Intelligence: Navigate client interactions with empathy and insight, understanding their needs and building strong rapport. • Money Motivation: Driven by achieving financial success, with a focus on meeting and exceeding sales targets. • ... - Jun 16

Senior Regulatory Financial Analyst

ohio.gov  –  Franklin County, OH
Schedule: Full-time The Ohio Consumers' Counsel (OCC) advocates and educates to secure for Ohioans affordable, reliable, and equitable residential utility services that are essential to their well-being. OCC seeks an employee with a passion for... - Jun 18

Asset Management - Internal Client Advisor - Associate

JPMorgan Chase & Co.  –  Columbus, OH, 43216
... and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity. Required qualifications, capabilities and skills * 2+ years of financial sales ... - Jun 28

Client Development & Relationship Managers - No Cold Calls - Flexible

K & M Insurance Group LLC  –  Hilliard, OH, 43026
27250USD - 118550USD per year
... Client Development & Relationship Managers with Agency Leadership Capabilities Do you have a desire to help & serve people? Are you great in working with People? Do you have an interest in working with a leading national distributor of financial ... - Jun 30

Client Services Agent

Rise Services, Inc.  –  Columbus, OH, 43216
... is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by ... any opportunities and/or issues that may directly impact the client or Acumen * Accurate day-to-day support to clients which ... - Jun 16

Financial Paraplanner/Client Service Specialist

Golden Reserve  –  Dublin, OH, 43017
65000.0-90000.0 per year
Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be ... - Jun 20

Asset Management - Internal Client Advisor - Associate

JPMorgan Chase & Co.  –  Columbus, OH, 43216
JobID: 210628111 Category: Client Sales JobSchedule: Full time Posted Date: 2025-05-29T14:59:41+00:00 JobShift: : Job Description Join the global leader in financial services, JPMorgan Chase & Co., with operations in over 60 countries and assets ... - Jun 16

Client Manager - Retirement Planning Services

Oswald Companies  –  Clinton Township, OH, 43224
... In a leadership role, collaborates with client teams in the tactical and strategic delivery of services promised; works ... expenses, discount programs for area services/experiences, and financial support for professional development and licensure ... - Jun 30
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