Top 209 Client processing associate Jobs in Fairfield, Oh

Client Service Representative
Conservative Financial Solutions, LLC —Harrison, OH
- From $22 an hour
- 8 hour shift
- Background check
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Front Desk Associate
Johnson Investment Counsel —Cincinnati, OH
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
Sales Associate
Cornerstone Controls —Cincinnati, OH
- From $45,000 a year
- Full-time
- Microsoft Outlook
- Office
- Accounting
- Paid training
- Health savings account
Quick Apply
8d
Nutrition Associate Manager
Aramark —Cincinnati, OH
- CPR Certification
- Microsoft Outlook
- ServSafe
2d
Property Manager - Affordable Property Management
MMS Group —Cincinnati, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
8d
Account Manager
Airgas —Cincinnati, OH
- Full-time
- Hybrid work
- Word processing
- Bachelor of Science
- Mid-level
- Travel reimbursement
- Paid jury duty
Finance / HR Assistant
Family Nurturing Center —Florence, KY
- $18 - $21 an hour
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Electrical Designer
Genesis Technical Staffing —Cincinnati, OH
- Management
- OSHA
- 5 years
Quick Apply
Workplace Experience Associate
US AMR-Jones Lang LaSalle Americas, Inc. —Cincinnati, OH
- Online Application
- Microsoft Excel
- Microsoft Outlook
- ServSafe
- Wellness program
- Paid parental leave
Quick Apply
Client Care Representative
LCNB National Bank —Cincinnati, OH
- Full-time
- Spanish
- Research
- High school diploma or GED
Part-Time Beauty Advisor - Sephora
KOHLS —Fairfield, OH
- From $13.30 an hour
- Part-time
- Writing skills
- Communication skills
- Entry level
Lab Associate I
Quest Diagnostics —Cincinnati, OH
- From $17.20 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
Sales Associate I
Coach —Cincinnati, OH
- $15.00 - $19.50 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Client Service Representative
VCA Animal Hospitals —Cincinnati, OH
- Part-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
7d
Operations Associate (Part-Time) - Kenwood Towne Centre
ALO —Cincinnati, OH
- $15 - $17 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Cleaning
- Commuter assistance
- Health insurance
Quick Apply
Liability Claims Associate | Blue Ash, OH - Hybrid
Sedgwick —Cincinnati, OH
- Full-time
- Computer literacy
- Medical office experience
- No experience needed
- Health insurance
- Dental insurance
Customer Care Center Agent
Metro —Cincinnati, OH
- Word processing
- Computer literacy
- Writing skills
10d
Customer Care Center - Associate Account Manager - Commercial Lines
The Cincinnati Insurance Companies —Fairfield, OH
- $22 - $24 an hour
- Microsoft Outlook
- Mid-level
- Office
Customer Service Associate
Iron Haul —Cold Spring, KY
- $22 - $24 an hour
- Full-time
- High school diploma or GED
- In-person
- Communication skills
- Health insurance
Quick Apply
2d
Part Time (20 Hours) Associate Banker, West Chester Branch, West Chester, OH
JPMorganChase —West Chester, OH
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
2d

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client processing associate jobs near fairfield, oh

Client Service Representative

Conservative Financial Solutions, LLC
Harrison, OH

Quick Apply

Job Details

Full-time
From $22 an hour

Benefits

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

Qualifications

Customer communication
Customer service
Microsoft Office
Productivity software
Experience practicing in the securities industry
Associate's degree
Office experience

Full Job Description

Client Service Representative

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial services firm in Harrison, Ohio, is seeking to add a Client Service Representative to our Team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, index annuity reallocations, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.

Minimum Requirements:

Associates Degree preferred

Financial Industry experience required

2 + years working alongside a Financial Advisor in a fast-paced office environment

Securities and insurance licensed preferred or willing to obtain during tenure

Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

Strong organizational skills
Excellent communication both written and verbal
Attention to detail and accuracy
Proactive Management Style and consistent follow-through

Responsibilities/Tasks:
This Client Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

Receive incoming client service calls in a friendly manner
Complete each service request and resolve client issues
Input notes into CRM and keep updated
Coordinate and follow up on each client transfer
Review application prior to submission
Prepare client review summary for upcoming appointments
Maintain professional communication with clients and staff
Assist with Client update reports and mailings
Assist in setting client appointments for Advisor
Assist with New Business processing

Job Type: Full-time

Pay: From $22.00 per hour

Benefits:

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

Compensation Package:

Bonus opportunities

Schedule:

8 hour shift
Monday to Friday

Education:

Associate (Preferred)

Experience:

Microsoft Office: 2 years (Preferred)
Customer Service: 2 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client processing associate jobs in fairfield, oh

Client Service Representative

Front Desk Associate

Sales Associate

Nutrition Associate Manager

Property Manager - Affordable Property Management

Account Manager

Finance / HR Assistant

Electrical Designer

Workplace Experience Associate

Client Care Representative

Part-Time Beauty Advisor - Sephora

Lab Associate I

Sales Associate I

Client Service Representative

Operations Associate (Part-Time) - Kenwood Towne Centre

Liability Claims Associate | Blue Ash, OH - Hybrid

Customer Care Center Agent

Customer Care Center - Associate Account Manager - Commercial Lines

Customer Service Associate

Part Time (20 Hours) Associate Banker, West Chester Branch, West Chester, OH

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