Top 8060 Client services Jobs in Cincinnati Oh

Customer Relationship Advocate Career Development Experience- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Customer Service Representative- Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
Financial Customer Associate - Covington
Fidelity Investments —Covington, KY
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
Customer Service Representative (Job #33398)
InnoSource —Hamilton, OH
- $18 an hour
- Full-time
- Research
- High school diploma or GED
- Computer skills
- Paid training
- Health insurance
Quick Apply
12d
Client Experience Representative
PayrollPartners —Fort Wright, KY
- $23 - $30 an hour
- Full-time
- Basic math
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Service Associate
Allworth Financial —Cincinnati, OH
- $60,000 - $63,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Paid holidays
Contract Management Specialist I
Cincinnati Children's Hospital —Cincinnati, OH
- $61,401.60 - $78,291.20 a year
- Full-time
- Remote
- HIPAA
- Mid-level
- 3 years
4d
Client Care Coordinator
A Best Home Care, Inc. —Montgomery, OH
- $25 an hour
- Full-time
- Background check
- Caregiving
- English
- Health savings account
- Health insurance
Quick Apply
5d
Dispensary Receptionist
Zips Dispensary —Cincinnati, OH
- From $18 an hour
- Full-time
- Data entry
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
5d
Entry Level Customer Service Representative
HAL SOLUTIONS LLC —Blue Ash, OH
- $850 - $1,250 a week
- Full-time
- 18 years or older
- High school diploma or GED
- Leadership
- Opportunities for advancement
Quick Apply
Client Service Representative (Entry Level)
FNA Advisors —Cincinnati, OH
- $45,000 - $85,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Data entry
- Organizational skills
- Opportunities for advancement
- Flexible schedule
Quick Apply
Service Representative
Paychex —Cincinnati, OH
- $14.71 - $27.32 an hour
- Full-time
- Bachelor's degree
- Entry level
- Paid holidays
- Health insurance
CDL A Truck Driver
US Foods, Inc. —West Chester, OH
- $36.64 - $39.00 an hour
- Full-time
- Customer service
- English
- CDL A
- Employee stock purchase plan
- Disability insurance
Senior Software Engineer – Frontend
Sportsman's Market, Inc. —Batavia, OH
- Full-time
- Office
- JavaScript
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
13d
Sales Representative
Maddox Industrial Transformer —Cincinnati, OH
- $65,000 - $85,000 a year
- Writing skills
- 11+ years
- Office
Quick Apply
Project Engineer - Civil/Environmental
BEL Environmental Engineering —Cincinnati, OH
- From $75,000 a year
- Full-time
- Civil engineering
- Mid-level
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Marketing Advisor-North
BENNETT MOTOR EXPRESS MANAGEMENT INC —Cincinnati, OH
- Full-time
- Mid-level
- Data entry
- 2 years
- Flexible schedule
Quick Apply
Board Certified Behavior Analyst (BCBA)
Cultivate Behavioral Health & Education —Wilder, KY
- $75,000 - $97,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Experience working with children
- Paid holidays
- Health insurance
Quick Apply
12d
Board Certified Behavior Analyst (BCBA)
Cultivate Behavioral Health & Education —Taylor Mill, KY
- $75,000 - $97,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Experience working with children
- Paid holidays
- Health insurance
Quick Apply
12d
Outpatient Therapist
OneQuest Health —Covington, KY
- $54,000 - $62,000 a year
- Full-time
- Background check
- LMFT
- Master of Social Work
- 403(b) matching
- Paid parental leave
Quick Apply

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Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Experience practicing in the securities industry
Entry level
Series 63
Client interaction via phone calls

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

client services jobs in cincinnati oh

Customer Relationship Advocate Career Development Experience- Covington, KY

Customer Service Representative- Covington, KY

Financial Customer Associate - Covington

Customer Service Representative (Job #33398)

Client Experience Representative

Service Associate

Contract Management Specialist I

Client Care Coordinator

Dispensary Receptionist

Entry Level Customer Service Representative

Client Service Representative (Entry Level)

Service Representative

CDL A Truck Driver

Senior Software Engineer – Frontend

Sales Representative

Project Engineer - Civil/Environmental

Marketing Advisor-North

Board Certified Behavior Analyst (BCBA)

Board Certified Behavior Analyst (BCBA)

Outpatient Therapist

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