Top 465 Client support specialist Jobs in Columbus

Training Specialist Transfer Agency
Ultimus Fund Solutions —Columbus, OH
- Full-time
- 5 years
- Analysis skills
- Accounting
Quick Apply
Information Technology Implementation Specialist
NATIONAL YOUTH ADVOCATE PROGRAM —Columbus, OH
- $60,000 - $70,000 a year
- Full-time
- Clean driving record
- Microsoft Outlook
- Computer Science
- Mileage reimbursement
- Paid parental leave
Quick Apply
Collectors - Estate Care Specialist
Phillips & Cohen Associates Ltd. —Gahanna, OH
- $22 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- High school diploma or GED
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
1d
Youth Support Specialist
Mentor Behavioral Health —Columbus, OH
- $19 an hour
- Part-time
- CPR Certification
- BLS Certification
- High school diploma or GED
1d
Document Specialist
Contract Land Staff, LLC —Columbus, OH
- $20 - $25 an hour
- Overtime
- Background check
- Pass drug screening
- Research
- Health insurance
- Dental insurance
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
- $19.23 - $38.47 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Customer Support Specialist
The Greentree Group —Reynoldsburg, OH
- $45,000 - $55,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Paid training
- Paid parental leave
Quick Apply
Technical Support Specialist Tier I
Schneider Downs & Co., Inc. —Columbus, OH
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
8d
Tier 1 Technical Support Specialist
Kloud9 IT, Inc. —Columbus, OH
- $40,000 - $50,000 a year
- Weekends as needed
- Computer literacy
- Mid-level
- In-person
- Opportunities for advancement
Quick Apply
Healthcare Banking Support Specialist
U.S. Bank National Association —Columbus, OH
- $32.21 - $42.93 an hour
- Full-time
- 7 years
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
10d
Peer Support Specialist - Peer Center
Base Camp Recovery Center —Whitehall, OH
- $18 - $22 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
Quick Apply
Transaction Specialist IV
JPMorganChase —Westerville, OH
- Full-time
- Mid-level
- High school diploma or GED
- Conflict management
- Health insurance
- Tuition reimbursement
9d
Client Service Specialist
Crane Worldwide Logistics LLC —Lockbourne, OH
- Office
- High school diploma or GED
- Entry level
- Wellness program
- Health insurance
Onboarding Specialist
PAR Electrical Contractors, LLC —Columbus, OH
- Full-time
- Construction site
- Mid-level
- Office
- Paid holidays
- Disability insurance
Billing Specialist
Integrated Services for Behavioral Health —Columbus, OH
- $23.85 - $28.02 an hour
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Client Service Specialist
Peak Retirement Planning, Inc. —Columbus, OH
- $45,000 - $70,000 a year
- Full-time
- Office
- Entry level
Peer Support Specialist - Franklinton
Base Camp Recovery Center —Columbus, OH
- $18 - $22 an hour
- Full-time
- Mid-level
- High school diploma or GED
Quick Apply
Client Insurance Specialist
Integrated Services for Behavioral Health —Columbus, OH
- $20.97 - $24.56 an hour
- Hybrid work
- Mid-level
- Organizational skills
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Family Support Specialist
PrimaryOne Health —Columbus, OH
- Computer literacy
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Systems Support Specialist, MSP- Columbus
Kloud9 IT, Inc. —Columbus, OH
- $65,000 - $75,000 a year
- Full-time
- Computer science
- Azure
- Computer Science
Quick Apply

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Training Specialist Transfer Agency

Ultimus Fund Solutions -
Columbus, OH

Quick Apply

Job Details

Full-time

Qualifications

Associate's degree in accounting
Employee onboarding
Program design
Program management
Video tutorial instructional content development
Serving clients
Associate's degree in communications
Technical documentation
5 years
Coaching
Presentations for conferences or internal meetings
Employee surveys
Online learning activities
Performance Reporting
Employee relationship building
Performance feedback (performance evaluation method)
Metrics Reporting
Improving operational efficiency
Multimedia demonstrations (training delivery method)
Online learning environment experience
Online learning curriculum development
Analysis skills
Content creation
Records management
Corporate training program coordination
Internal employee customer service
Task prioritization
Calendar management
Industry trends
Client services

Full Job Description

SUMMARY
The Training Specialist, Transfer Agency is responsible for the development, facilitation, and coordination of Ultimus’ formal training programs for the Account Services and Control Accounting teams. Additionally, this role also manages the creation and delivery of training materials, tracks required associate trainings and certifications and ensures effective execution of all training initiatives.

KEY ACCOUNTABILITIES

Designs, develops, updates, and delivers high-quality training materials and programs, including presentations, job aids, quick reference guides, e-learning modules, and video content.
Leads and coordinates the Account Services and Control Accounting training program, ensuring alignment with business needs and organizational goals.
Evaluates training effectiveness through surveys, feedback, and performance metrics; provides insights, reporting, and recommendations for continuous improvement to leadership.
Partners with internal teams and stakeholders to identify training needs related to new hires, process updates, system implementations, and organizational changes, ensuring timely and relevant training solutions.
Develops and manages the training calendar to ensure efficient planning, coordination, and delivery of training initiatives.
Supports new associate onboarding by creating and executing customized training plans to ensure successful integration and role readiness.
Maintains accurate records of associate training progress, certifications, and completion to ensure compliance and tracking.
Develops and maintains training documentation, including internal guidelines and standard operating procedures, to support consistency and knowledge sharing.
Stays current on Account Services and Control Accounting processes, systems, and industry trends to ensure training content remains accurate and relevant.
Actively pursues professional development through educational opportunities, internal training, and networking to enhance training effectiveness and expertise.

WORKING RELATIONSHIPS

Mentors associates through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
Collaborates with key stakeholders to design, enhance, and continuously improve training materials and programs, incorporating feedback and supporting training logistics (e.g., technology and setup).
Communicates with internal teams to address training-related inquiries, resolve issues, and support reporting needs.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Associate’s degree in communication, accounting, or similar field.
5-10+ years of experience in Mutual Funds processing with training experience or similar background.
Equivalent education, experience, and KSA’s will be considered.

KNOWLEDGE

Online learning resources.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Advanced technical skills with the ability to provide effective virtual training sessions (e-learning, training videos).
Excellent client service skills with an aptitude to maintain strong intercompany relationships.
Dedication and motivation to achieve ambitious standards of professionalism in the performance of duties.
Develops strong relationships with Ultimus Management.
Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

Quick Apply

Refine Your Search

client support specialist jobs in columbus

Training Specialist Transfer Agency

Information Technology Implementation Specialist

Collectors - Estate Care Specialist

Youth Support Specialist

Document Specialist

Client Relations Specialist - Fast Track Opportunity to Freight Broker

Customer Support Specialist

Technical Support Specialist Tier I

Tier 1 Technical Support Specialist

Healthcare Banking Support Specialist

Peer Support Specialist - Peer Center

Transaction Specialist IV

Client Service Specialist

Onboarding Specialist

Billing Specialist

Client Service Specialist

Peer Support Specialist - Franklinton

Client Insurance Specialist

Family Support Specialist

Systems Support Specialist, MSP- Columbus

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