NewPrivate Bank Licensed Client Service Associate II Fifth Third BankPrivate Bank Licensed Client Service Associate IICincinnati, OhioThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Private Bank Licensed Client Service Associate IIAt Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
Senior Client Service Associate Nicolet National BankSenior Client Service AssociateCincinnati, OH$70,000–$90,000 / yearThese demands are as follows but not limited to the ability to sit, stand and walk often throughout the day, constantly be able to operate with their hands and arms, occasionally ascend/descend flights of stairs, position themselves frequently throughout the day, communicate with other employees, able to examine their work and regularly lift and/or move up to 10 pounds while occasionally lift and/or move up to 25 pounds. A Senior Client Service Associate plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team.
Senior Client Service Associate - Commercial Lines GallagherSenior Client Service Associate - Commercial LinesGreen, OhioFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateHamilton, OhioAll interviews will be conducted via Zoom video conferencing(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Key Private Bank Client Relationship Associate KeyCorpKey Private Bank Client Relationship AssociateDayton, OH$25–$38.46 / hourli>Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
Client Service Associate Nicolet National BankClient Service AssociateCincinnati, OH$55,000–$65,000 / yearThese demands are as follows but not limited to the ability to sit, stand and walk often throughout the day, constantly be able to operate with their hands and arms, occasionally ascend/descend flights of stairs, position themselves frequently throughout the day, communicate with other employees, able to examine their work and regularly lift and/or move up to 10 pounds while occasionally lift and/or move up to 25 pounds. CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesCincinnati, OH$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
NewWealth Advisor Waverly AdvisorsWealth AdvisorCincinnati, OhioCommunicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.