Top 62 Lines associate client representative Jobs in Columbus, Oh

Client Service Representative
The Joseph Group Capital Management —Columbus, OH
- Up to $59,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Client Relationship Representative (Universal Banker)
First Merchants Bank —Columbus, OH
- Call employer
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
Retail Associate - Easton Town Center
Aritzia —Columbus, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Part Time Sales Associate - BOSS Store, Easton Town Center
Hugo Boss —Columbus, OH
- $15 an hour
- Part-time
- Bachelor of Science
- Merchandising
- Mid-level
- Dental insurance
- 401(k)
Client Service Manager - Commercial Lines
Gallagher —Upper Arlington, OH
- $56,500 - $94,500 a year
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
- Paid parental leave
- Health savings account
FCBank, Universal Associate, Full Time
CNB Financial Corporation —Columbus, OH
- Full-time
- Background check
- Computer literacy
- Office
- Wellness program
- Paid holidays
Quick Apply
Membership Growth Consultant
Chen Medical Associates —Columbus, OH
- $38,509 - $55,013 a year
- Full-time
- Microsoft Outlook
- Marketing
- Word processing
- Opportunities for advancement
10d
Inside Sales Representative - Dublin, OH
Labcorp —Dublin, OH
- $28 - $30 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Inventory Supervisor ( 1st Shift: Mon-Fri-6:00 AM -2:30 PM)
DSV —Canal Winchester, OH
- $72,000 - $80,000 a year
- Overtime
- Customer service
- Computer literacy
- Writing skills
- Flexible schedule
8d
Commercial Lines Senior Associate Client Representative - Small Business
World Insurance Associates LLC —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Retirement plan
Quick Apply
2d
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
3d
Forklift Driver (6pm - 6am)
DSV —New Albany, OH
- $23 an hour
- Overtime
- Computer literacy
- Basic math
- English
8d
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Operations Manager
DSV —New Albany, OH
- $86,000 - $106,000 a year
- Overtime
- Microsoft Excel
- 5 years
- Computer literacy
- Health savings account
- Paid holidays
Credentialing & Payor Enrollment Supervisor
Ensemble RCM LLC —Columbus, OH
- $69,400 - $104,100 a year
- Full-time
- Mid-level
- Supervising experience
- Bachelor's degree
- Tuition reimbursement
4d
Warehouse Team Lead
Capstone Logistics LLC —Groveport, OH
- Microsoft Outlook
- Mid-level
- Ability to lift 50 pounds
Quick Apply
12d
Material Handler
DSV —New Albany, OH
- Overtime
- Computer literacy
- English
- Forklift
- Flexible schedule
4d
Utilities Right of Way Agent - Ohio
O. R. Colan Associates —Columbus, OH
- $74,400 - $100,000 a year
- Online Application
- Background check
- Microsoft Outlook
- Up to 50% travel
- Travel reimbursement
- Health savings account
Quick Apply
Operations Manager (2nd Shift)
ODW Logistics Inc —Lockbourne, OH
- Customer service
- Mid-level
- Analysis skills
Quick Apply
Barista
Victoria's Secret —Reynoldsburg, OH
- $15.90 - $20.89 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
9d

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lines associate client representative jobs near columbus, oh

Client Service Representative

The Joseph Group Capital Management -
Columbus, OH

Quick Apply

Job Details

Full-time
Up to $59,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Customer communication
Teamwork
Customer relationship building
Microsoft Outlook
Interpersonal skills
Spreadsheets
Employee relationship building
Microsoft Office
Attention to detail
Stakeholder relationship building

Full Job Description

Role Summary

The Client Service Representative (CSR) will join The Joseph Group (TJG) on the ground floor to build a solid foundation and continue to grow in this role with an Advisor career path in mind; the timing of which is dependent upon readiness of both the CSR and the firm. The CSR will become familiar with and primarily execute client service duties and secondarily be involved with financial planning-related projects which include, but are not limited to, those listed below. A successful candidate will live and exemplify TJG’s core values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.

Duties and Responsibilities

Client Service

Serve as a member of the Service Excellence Team (SET).

Build and maintain strong working relationships with all members of the team.

Provide High Touch Service for clients.

Prepare and complete new account openings and transfers.
Take ownership of and provide solutions for complex client situations.
Communicate in a manner that ensures clients have a terrific TJG experience with every interaction.

Utilize the Client Relationship Management (CRM) and Advisor Reporting applications to manage, document, and research service requests.

Process daily and as-needed service requests.

Monitor, research, and process all daily alerts from primary custodian, Charles Schwab.
Ensure efficient execution of client requests with a friendly and personal touch, such as but not limited to: Cash requests/distributions, Account updates (e.g., transfers, beneficiaries, account links, etc.).

Seek to make The Joseph Group systems and processes better and scalable.

Spearhead technology initiatives within TJG.

Follow compliance procedures and document, as applicable.

Financial Planning

Gain technical knowledge in line with the components of the Certified Financial Planner (CFP®) designation (i.e., General Planning, Retirement, Investments, Taxes, Insurance, Estate)

Assist Wealth Advisory Associates with:

Preparing financial plans using e-Money financial planning software
Building Client Storyboards which show clients how wealth aligns with objectives
Meeting preparation and follow-up with specific client tasks
Special projects

Qualifications

This position typically requires the following qualifications:

Experience that demonstrates people and teamwork skills
A passion for caring for clients
Highly proficient in Microsoft Excel, Word, Outlook, etc.
Strong technical skills to support various technology-related projects
Proactive, self-motivated personality
Ability to prioritize while maintaining detail-oriented organization of multiple tasks
Excellent communication, listening, and relationship building skills
A team player in The Joseph Group’s “Best Places to Work” culture
Desire and ability to work successfully in a small company environment
Experience with investment and/or client service platform(s) is a plus

Salary and Benefits

Pay/benefits are competitive based on industry standards.

Salary will be based on experience
Benefits include health care, 401(k)
Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Contact

Send resume and cover letter to:

Angie Eversole

Manager of Client Services

The Joseph Group Capital Management

605 South Front Street, Suite 100; Columbus, OH 43215

Phone: 614-228-4300

[email protected] | www.josephgroup.com

The Joseph Group is an Equal Opportunity Employer

Pay: Up to $59,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off

Work Location: In person

Quick Apply

Refine Your Search

lines associate client representative jobs in columbus, oh

Client Service Representative

Client Relationship Representative (Universal Banker)

Retail Associate - Easton Town Center

Part Time Sales Associate - BOSS Store, Easton Town Center

Client Service Manager - Commercial Lines

FCBank, Universal Associate, Full Time

Membership Growth Consultant

Inside Sales Representative - Dublin, OH

Inventory Supervisor ( 1st Shift: Mon-Fri-6:00 AM -2:30 PM)

Commercial Lines Senior Associate Client Representative - Small Business

Collectors - Estate Care Specialist

Forklift Driver (6pm - 6am)

Senior Client Relationship Representative

Operations Manager

Credentialing & Payor Enrollment Supervisor

Warehouse Team Lead

Material Handler

Utilities Right of Way Agent - Ohio

Operations Manager (2nd Shift)

Barista

I want to receive the latest job alert for lines associate client representative in columbus, oh

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