Client Specialist - Columbus

Deliver outstanding client service and operational support to one or more Financial Advisors. · Coordinate onboarding and manage communications. · Support account operations and help organize client events. · ...

Client Engagement Specialist · Join Evolved Lighting & Energy as a Client Engagement Specialist, where you will play a pivotal role in fostering relationships and driving new business opportunities within your territory. We are seeking a proactive and enthusiastic individual who ...

· Job Summary · The Client Transportation Specialist is responsible for safely and reliably transporting clients from their homes to medical appointments, therapy sessions, community activities, errands, or other approved destinations. This role supports the mission of our in-ho ...

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: · Columbus.As a Client Support Specialist,you will help us to increase customer loyalty and drive ...

The Client Transportation Specialist is responsible for safely and reliably transporting clients from their homes to medical appointments. · This role supports the mission of our in-home health care agency by ensuring clients maintain independence, · access essential services, · ...

· Overview · Job Overview · As a Client Account Specialist in Columbus, you will be responsible for managing key relationships with a targeted portfolio of existing clients, ensuring their ongoing success while identifying opportunities for growth. · This role is relationship-fo ...

Overview · Job Overview · As a Client Account Specialist in Columbus, you will be responsible for managing key relationships with a targeted portfolio of existing clients, ensuring their ongoing success while identifying opportunities for growth. · This role is relationship-focus ...

This is not your typical administrative role — it's a front-row seat to strategic growth. You'll serve as the CSO's right hand, keeping operations running smoothly, engaging with clients, and collaborating with teams across the company. · Manage the CSO's calendar, meetings, and ...

Client Support Specialist · To be eligible for consideration, your primary residence must be within a 90-mile radius of the approved branch sites listed below. · Columbus · You will help us enhance relationships with high net worth clients who have assets between $250,000 to $1 m ...

Overview · Job Overview · As a Client Account Specialist in Columbus, you will be responsible for managing key relationships with a targeted portfolio of existing clients, ensuring their ongoing success while identifying opportunities for growth. · This role is relationship-focus ...

The Client Support Specialist will be an integral part of a fast-paced team that focuses on enhancing relationships with high net worth clients. The role involves increasing customer loyalty and driving business development opportunities. · ...

Our Customer Success Team serves as the primary point of contact for valued customers enrolled in Beyond Finance's financial hardship programs. · ...

The Client Care Specialist is responsible for delivering professional customer service through the effective use of organizational skills, product knowledge, administration, and operations. · Ensure excellent customer service. · Build rapport and assist customers with product ord ...

+Job summary · The Client Support Specialist is responsible for supporting all branches and managing accounts receivable. · +ResponsibilitiesTrain branches on internal systems. · Collect and update MSP accounts. · Maintain account standings. · ...

We are looking for a representative to be the expert guide for our members, plan sponsors, and brokers. You'll help them manage their accounts, understand their policies and build a secure financial future. · ...

Our service professionals are responsible for managing incoming phone calls related to various service inquiries on client accounts. · Managing incoming phone calls related to various service inquiries on client accounts. · Cash management products and services. · General account ...

This role supports the full customer lifecycle from onboarding to order coordination and ongoing support. · Set up and maintain customer accounts ensuring accurate customer data and documentation. · Verify customer credentials and required documents including DEA registration and ...

This role is the operational hub of our commercial team—supporting the full customer lifecycle from onboarding to order coordination and ongoing support. · You'll partner with Sales, Accounting, and Operations to keep customer accounts accurate, orders moving, and communication t ...

Overview · Job Overview · As a Client Account Specialist in Columbus, you will be responsible for managing key relationships with a targeted portfolio of existing clients, ensuring their ongoing success while identifying opportunities for growth. · This role is relationship-focus ...

POSITION SUMMARY: · HUB International is seeking to add a Client Specialist to their Columbus based Commercial Lines team The Client Specialist will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer ...