Top 67 Advisor | established client relationships Jobs in Columbus

Account Manager
ABI Document Support Services —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Up to 50% travel
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
- $65,000 - $95,000 a year
- Full-time
- Sales
- Research
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
7d
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
Quick Apply
Client Manager - Employee Benefits
Oswald Companies —Columbus, OH
- Full-time
- HIPAA
- Mid-level
- 3 years
- Profit sharing
- Health insurance
Disability Representative Sr
Sedgwick —Dublin, OH
- Hybrid work
- Writing skills
- Office
- High school diploma or GED
- Health savings account
- Disability insurance
Case Manager I
SAFY —Columbus, OH
- $44,000 - $53,000 a year
- Weekends as needed
- Background check
- Clean driving record
- LPC
- Continuing education credits
- Mileage reimbursement
Quick Apply
Sales Representative Small Business Entry Level
ADP —Columbus, OH
- Full-time
- Military
- Business development
- 1 year
- Paid time off
- Benefits from day one
Client Relationship Marketing Associate Director
Accenture —Columbus, OH
- $150,900 - $369,800 a year
- Full-time
- Remote
- Marketing
- 3 years
- Bachelor's degree
- Paid holidays
- Disability insurance
3d
Graduating Student Opportunity: Internal Strategy and Process Consulting Associate I
JPMorganChase —Columbus, OH
- Full-time
- Office
- Presentation skills
- Travel
- Health insurance
- Tuition reimbursement
7d
Account Executive, Columbus, OH
Choice Property Resources —Columbus, OH
- $50,000 - $60,000 a year
- Full-time
- Remote
- Background check
- Mid-level
- Business development
- Travel reimbursement
- Paid holidays
Quick Apply
Site HR Manager
Crane Worldwide Logistics LLC —Lockbourne, OH
- 5 years
- Analysis skills
- Bachelor's degree
- Wellness program
- Health insurance
7d
Higher Education Client Leader
DLR Group —Columbus, OH
- Office
- Bachelor's degree
- Mentoring
Lifestyle Home Loan Specialist
Mutual of Omaha Mortgage —Dublin, OH
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Marketing Events Lead Assistant Director
Crowe —Columbus, OH
- $88,300 - $185,100 a year
- Extended hours
- Remote
- Microsoft Word
- Microsoft Excel
- Marketing
Quick Apply
17h
Board Certified-(M.D, D.O) Ohio Orthopedic Advisor-Certified for IME
Dane Street, LLC —Delaware, OH
- Medicine
- BC/BE
- Senior level
Quick Apply
Treasury Management Advisor III- International
Huntington Bank —Columbus, OH
- $93,000 - $189,000 a year
- Full-time
- Customer service
- Office
- 8 years
- Wellness program
- Paid holidays
Certified General Appraiser - Columbus OH
BBG, INC. —Columbus, OH
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Licensed Medicare Insurance Agent (Remote)
HEALTHPLANONE, LLC —Columbus, OH
- Weekends as needed
- Remote
- 18 years or older
- Mid-level
- High school diploma or GED
- Health insurance
Quick Apply

I want to receive the latest job alert for advisor | established client relationships in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor | established client relationships jobs near columbus

Account Manager

ABI Document Support Services -
Columbus, OH

Quick Apply

Job Details

Full-time
$80,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Customer communication

Full Job Description

Have you worked in Sales/ Account Management in Record Retrieval, Legal Services, Office Products, or Home Health/ Hospice? If so, this Account Manager opportunity with ABI Document Support Services could be a great fit!

The territory is the Mid-West and it is highly preferred the at the candidate live in Illinois, Michigan, or Ohio due to the frequent travel there. This is a remote position with about 50% of travel out in the field, which will mainly include Illinois, Michigan, and Ohio.

As an Account Manager at ABI, you will play a critical role in fostering and growing relationships with an established client base, primarily within law firms and insurance-related organizations. This is a relationship-driven position where success is rooted in trust, credibility, and delivering value to clients.

You will deepen existing partnerships, identify client needs, and proactively uncover opportunities for additional business. While this is not a high-volume cold-calling role, you should be comfortable introducing new solutions and asking for expanded business as a natural extension of strong client relationships.

Compensation

Competitive base salary plus performance-based incentives
Opportunity to earn up to 20% of base salary through account growth and achievement of key metrics

Key Responsibilities

Build, manage, and strengthen relationships with existing client accounts
Serve as a trusted advisor by understanding client needs and aligning ABI solutions accordingly
Identify and pursue opportunities to expand services within current accounts
Confidently and appropriately ask for additional business once relationships are established
Conduct client meetings, trainings, and product demonstrations (including onboarding clients to ABI systems)
Perform regular account reviews and provide strategic recommendations for growth
Engage in outbound outreach to existing clients and targeted prospective firms
Maintain accurate records of activity, pipeline, and opportunities in Salesforce or CRM system
Ensure client engagement, satisfaction, and adoption of ABI platforms

Performance Expectations

Success in this role is measured by your ability to grow existing accounts while maintaining strong client relationships, including:

Meeting or exceeding referral and revenue growth goals
Consistent client engagement through calls, meetings, and trainings
Expansion of services within assigned accounts
Onboarding new firms and increasing platform adoption

2–5 years of experience in account management, customer success, business development, or relationship management
- (Candidates with 5–10 years of experience from adjacent industries are also encouraged to apply)
Strong relationship-building, communication, and presentation skills
Ability to influence and grow business through consultative conversations
Comfort with asking for additional business in a professional and value-driven manner
Experience managing multiple accounts and driving account growth
Proficiency with Salesforce or similar CRM tools preferred
Self-motivated, organized, and results-oriented

WHO WE ARE

ABI Document Support Services is the largest nationwide provider of records retrieval, subpoena services, and document management for the legal and insurance industries. There is no other company in the market that provides the volume of successfully retrieved records or the document management solutions that ABI offers. Our singular focus is records retrieval and the most advanced technology solutions for our clients to manage, analyze and summarize those retrieved records. We are committed to continually raising the bar for cost effective record retrieval and more thorough analysis and summarization.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

Equal Opportunity Employer - Minorities/Females/Disabled/Veterans

ABI offers a fast-paced team atmosphere with competitive benefits (medical, vision, dental), paid time off, and 401k.

Quick Apply

Refine Your Search

advisor | established client relationships jobs in columbus

Account Manager

Senior Client Relationship Representative

Financial Planning & Investment Specialist (Wealth Management)

Financial Advisor

Client Manager - Employee Benefits

Disability Representative Sr

Case Manager I

Sales Representative Small Business Entry Level

Client Relationship Marketing Associate Director

Graduating Student Opportunity: Internal Strategy and Process Consulting Associate I

Account Executive, Columbus, OH

Site HR Manager

Higher Education Client Leader

Lifestyle Home Loan Specialist

Marketing Events Lead Assistant Director

Board Certified-(M.D, D.O) Ohio Orthopedic Advisor-Certified for IME

Treasury Management Advisor III- International

Certified General Appraiser - Columbus OH

Associate Financial Advisor

Licensed Medicare Insurance Agent (Remote)

I want to receive the latest job alert for advisor | established client relationships in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected