Top 75 Crm coordinator Jobs in Cincinnati, Oh

Sales Operations Coordinator I
Western & Southern Financial Group —Cincinnati, OH
- Extended hours
- Background check
- Research
- Mid-level
- 401(k)
Project Coordinator
Ledcor —Florence, KY
- Full-time
- Hybrid work
- Mid-level
- Office
- Continuous improvement
Coordinator, Stewardship & Donor Experience
University of Cincinnati Foundation —Cincinnati, OH
- $20.50 - $23.50 an hour
- Weekends as needed
- Pass drug screening
- Mid-level
- Driver's License
- Free parking
- Paid parental leave
Quick Apply
Inspection Coordinator
Crane 1 Services, Inc. —West Chester, OH
- $25 - $28 an hour
- Microsoft Outlook
- OSHA
- Mid-level
Quick Apply
9d
Account Executive - Healthcare Sales
Confidential —Mason, OH
- $60,012.00 - $149,852.80 a year
- Full-time
- Background check
- Mid-level
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Licensed TC & Client Experience Manager for Real Estate Team
Keller Williams Advisors Realty —Cincinnati, OH
- $40,000 - $50,000 a year
- Weekends as needed
- Google Workspace
- Management
- Mid-level
- Paid time off
Quick Apply
Proposal Coordinator
HEAPY —Cincinnati, OH
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Administrative, Accounting and HR Coordinator
Brandstetter's Kanga Roof —Cincinnati, OH
- Mid-level
- Office
- Administrative experience
- Paid holidays
- Health insurance
Coordinator, Partnerships & Premium Service | Cincinnati Open
Legends Global —Cincinnati, OH
- Weekends as needed
- Writing skills
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
Quality Coordinator
Weiss Technik North America, Inc. —Cincinnati, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Ordering & Service Coordinator
Windows Direct —Cincinnati, OH
- $21 - $24 an hour
- Full-time
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
12d
Donor Operations Coordinator
St. Vincent de Paul District Council of Cincinnati —Cincinnati, OH
- Microsoft Excel
- Customer service
- Administrative experience
Quick Apply
3d
Associate, Impact Programs
United Way of Greater Cincinnati —Cincinnati, OH
- $45,106 a year
- Microsoft Excel
- Microsoft Outlook
- Customer service
- 403(b) matching
- Disability insurance
Quick Apply
Client Services Coordinator; M-F 8am-4:30pm
Saddle Creek Logistics Services —Walton, KY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Disability insurance
3d
Volunteer Coordinator
Little Brother-Friends of the Elderly —Cincinnati, OH
- $44,000 - $50,000 a year
- Weekends as needed
- Microsoft Outlook
- Customer service
- Mid-level
- Health insurance
- Paid time off
Quick Apply
10d
Regional Service Coordinator
Weiss Technik North America, Inc. —Cincinnati, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Order Management Specialist
HR Elements —Cincinnati, OH
- Full-time
- Inventory management
- Mid-level
- High school diploma or GED
Quick Apply
Development Coordinator
YWCA GREATER CINCINNATI —Cincinnati, OH
- $40,000 - $50,000 a year
- Extended hours
- Computer literacy
- Writing skills
- Mid-level
Quick Apply
Development Coordinator
NewPath Child & Family Solutions —Cincinnati, OH
- Online Application
- Inventory management
- Writing skills
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
Community Outreach Manager - Cincinnati, OH
AngelSense —Cincinnati, OH
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Up to 50% travel
- Experience working with individuals with disabilities
- Health insurance
- Dental insurance
Quick Apply

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Sales Operations Coordinator I

Western & Southern Financial Group -
Cincinnati, OH

Apply Now

Job Details

Full-time

Benefits

401(k)

Qualifications

Customer communication
High school diploma or GED
Productivity software
Data accuracy checks

Full Job Description

Overview: Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions. Responsibilities: What you will do:

Monitor for completion and accuracy of Resolution Services vendor, coordinating and assist as necessary with all Mutual Fund, SMA and ETF trade and asset reconciliation.
As part of reconciliation process, corrects territory and /or broker dealer affiliation for transactions within defined parameters to ensure credit to the proper submitting firm and wholesaler team.
Manage the Perspective Potential Link queue for Firm, Office and Rep records that are being synched between Salespage and Salesforce CRM tools to ensure changes are applied or rejected appropriately. In addition, manage the Salesforce Error queue in conjunction with technical resources to correct synch issues occurring between the two systems.
Researches, validates and updates as necessary broker-dealer changes from both external distribution partners and internal sales team members submitted as Service Tickets. Monitor any broker-dealer change requests sent to Transfer Agent and resolution services vendor to ensure congruence of CRM tools.
Reviews all newly created house accounts and merged firms and offices for proper registration and territory alignment. Pulls sales and asset data for specialized reports and sends out to the appropriate internal contact.
Reviews new transaction codes received on settled trades within CRM to determine coding to apply from pre-determined similarly mapped transactions.
Responds to initial requests for standard broker-dealer Selling Agreements by coordinating Firm level review Touchstone Compliance. If approved, sends documentation to external parties, tracking the status, return and ultimate execution of those agreements. Communicates agreement status to various levels of internal and external customers, including service providers ensuring new firms are accurately set up in required systems once agreement is executed.
Initiates ad-hoc regulatory fulfillment for shareholder related literature orders received from the Touchstone website.
Manage regulatory fulfillment process with print vendors and primary Transfer Agent for routine and non-routine SEC filings, including generation of mailing and eDelivery files for applicable shareholder and advisor populations as required.
Receives and forwards along mis-directed hardcopy shareholder mail to the transfer agent for processing. Scans and emails to imaging system those items which do not require originals, overnighting originals or checks and logging items sent.
Reviews and coordinates monthly 401k trade moves and required reporting for proper wholesaler compensation and submits details to Accounting.
Identifies opportunities for process improvement, participates in procedure development and revisions.
Performs other duties as assigned.
Complies with all policies and standards.

Qualifications:

High School Diploma or GED - Required
Bachelor's Degree - Preferred
Mutual fund and/or ETF back office experience - Preferred
Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. Cite examples of experience working in a demanding environment with tight time constraints, heavy volumes and multiple demands. - Required
Demonstrated knowledge of Salespage and/or Salesforce CRM tools or comparable software - Preferred
Proven examples from work experience of maintaining a high degree of accuracy associated with high volumes of work and/or multiple duties. - Required
Demonstrated ability to learn new product features and concepts and apply this knowledge on the job in a timely and effective manner. - Required
Possess and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. - Required
Proficient in Microsoft Office products, with emphasis on Excel or other spreadsheet applications. - Required
Working knowledge of Database tools and Tableau with the ability to create and run queries. - Preferred
Must complete a FINRA background check, including fingerprinting. Upon Hire - Required
FINRA SIE and Series 99 - Preferred

Work Setting/Position Demands:

Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
Extended hours required during peak workloads or special projects/events.

Travel Requirements:

None

Apply Now

Refine Your Search

crm coordinator jobs in cincinnati, oh

Sales Operations Coordinator I

Project Coordinator

Coordinator, Stewardship & Donor Experience

Inspection Coordinator

Account Executive - Healthcare Sales

Licensed TC & Client Experience Manager for Real Estate Team

Proposal Coordinator

Administrative, Accounting and HR Coordinator

Coordinator, Partnerships & Premium Service | Cincinnati Open

Quality Coordinator

Ordering & Service Coordinator

Donor Operations Coordinator

Associate, Impact Programs

Client Services Coordinator; M-F 8am-4:30pm

Volunteer Coordinator

Regional Service Coordinator

Order Management Specialist

Development Coordinator

Development Coordinator

Community Outreach Manager - Cincinnati, OH

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