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Investment Specialist
Antolino and Associates
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Columbus, OH, 43215
... Essential Duties and Responsibilities Individually Responsible for: Rebalancing client accounts/portfolios Maintenance of our strategies within our research applications/software programs Responsible for working with the Investment Manager on ... - May 20
Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... “Best Places to Work” culture Desire and ability to work successfully in a small company environment Experience with investment and/or client service platform(s) is a plus Salary and Benefits Pay/benefits are competitive based on industry standards. ... - May 15
Client Relations Representative
Hamilton Capital
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Columbus, OH, 43220
... and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Proudly lives and embodies the Hamilton Capital Brand as a primary member of the client team Builds deeply connected and ... - May 20
Client Relations Representative
Hamilton Capital
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Columbus, OH, 43220
... and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Proudly lives and embodies the Hamilton Capital Brand as a primary member of the client team Builds deeply connected and ... - May 19
Senior Investment Professional - Investment Grade Asset Class
Nationwide
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Fairgrounds District, OH, 43211
... The Nationwide Investments team manages approximately $140 billion and strives to combine client focus, investment discipline and teamwork to deliver superior results. The Nationwide Investments Public Corporate Credit Team is a dedicated group of ... - May 14
Senior Investment Analyst - Investment Grade Corporate Credit Research
Nationwide
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Fairgrounds District, OH, 43211
... Evaluates changes in the economic, regulatory, legislative, and competitive business environments that impact investment fundamentals, valuations, and positioning within client portfolios. Builds relationships with internal and external partners to ... - May 14
Client Outreach Specialist
WestPoint Financial Group
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New Albany, OH, 43054
33000USD - 100000USD per year
... We are seeking a motivated and dedicated Client Outreach Specialist to join a growing financial advisory team. This position ... Opportunity to get investment licensed after proving success in the role. Why Join Us? This is a fantastic opportunity for ... - May 20
Senior Client Service Associate
GRYPHON FINANCIAL PARTNERS LLC
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Columbus, OH, 43215
... all brand attributes of Gryphon Financial Partners Job Accountabilities: · Onboarding New Clients · Client Service and Maintenance · Client Relationship Building · Investment Document Execution · Family Office Services Assistance Full-time - May 19
Client Coordinator
Nichols & Company, CPAs
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Westerville, OH, 43082
... We pride ourselves on our collaborative environment, commitment to excellence, positive team spirit, and we are proactively interviewing for a friendly, organized, and detail-oriented Client Coordinator to be the welcoming face and voice of our ... - May 20
Investment Policy Officer
STRS Ohio
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Clinton Township, OH, 43224
STRS Ohio, STRS The State Teachers Retirement System of Ohio (STRS Ohio) is seeking an Investment Policy Officer to join the Investment/Management. Nearly two-thirds of STRS Ohio's investment assets are managed internally by more than 100 Investment ... - May 10