| Job alert | Jobs 31 - 40 of 9648 |
Client Support Specialist
Surge Staffing
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Columbus, OH
Job Description Job Title: Client Support Specialist Location: Surge Staffing Headquarters Position Type: Full-time – On ... Making phone calls to research closed accounts, setting up appointments, and offering services. Providing offices with ... - May 11
Tax Manager, Private Client Services
BDO
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Columbus, OH, 43216
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, ... - May 23
Client Associate
UBS
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Upper Arlington, OH, 43221
... a client associate to: * keep management systems up-to-date with client information * educate clients on account services ... past you) * proficient in Microsoft Office Suite About us UBS is the world's largest and only truly global wealth manager. ... - May 17
J.P. Morgan Wealth Management- Vice President, Lending Specialist
JPMorgan Chase
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Columbus, OH
The Chase Wealth Management Lending Product Specialist (LPS) Vice President serves as a regionally aligned point of contact ... Services and Wholesale Loan Operations internal partners is required to resolve production, quality and escalated client ... - May 16
Senior Account Services Specialist
Ultimus Fund Solutions, LLC
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Columbus, OH, 43224
... 4-8 years of experience in client services or related field. Experience within the financial services industry. Series 6 license. KNOWLEDGE Operational standards, SEC, IRS, and prospectus guidelines. Retirement plans, mutual fund IRS regulations, ... - May 22
Account Services Specialist II
Ultimus Fund Solutions, LLC
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Columbus, OH, 43224
... 2-6 years of experience in client services or related field. Experience within the financial services industry. Series 6 license preferred. KNOWLEDGE Operational standards, SEC, IRS, and prospectus guidelines. Retirement plans, mutual fund IRS ... - May 22
Lead Data Scientist - Vice President - Wealth Management
JPMorgan Chase & Co.
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Columbus, OH, 43216
... The wealth management industry is rapidly changing and we are transforming our U.S. wealth management business to accelerate ... with product teams, channel owners, practice management and client experience leaders to identify opportunities to enable ... - May 21
Client Solution Specialist - PNC Investments
PNC
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Columbus, OH, 43201
... As a Client Solutions Specialist within PNC Investments, you will be based in Columbus, OH. The position will primarily be ... Products and Services - Knowledge of major products and services and product and service groups; ability to apply this ... - May 10
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 ... KNOWLEDGE/SKILLS/EXPERIENCE REQUIRED: Strong knowledge of Title Residential Information Services. Industry experience ... - Apr 29
Law Firm Office Services Specialist
Epiq Global Business Transformation Solutions, LLC
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Columbus, OH, 43224
... incoming telephone calls and routing to the appropriate person, will greet and announce visitors in a friendly and professional manner Hospitality Services includes coordinator and upkeep of client conference rooms, common areas and kitchens. ... - May 21