Top 9720 Program operations associate Jobs in Ohio

Relationship and Operations Associate
Carson Group —Blue Ash, OH
- $60,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Disability insurance
Claims Operations Associate II
National Interstate Insurance Company —Richfield, OH
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
- Free parking
- Commuter assistance
Quick Apply
6d
Insurance Operations Associate - AgriBusiness®
Great American Insurance Company —Cincinnati, OH
- Full-time
- Research
- Mid-level
- Office
- Commuter assistance
- Employee stock purchase plan
Quick Apply
US Program Associate
GiveDirectly —Cleveland, OH
- $77,147 a year
- Email
- Spanish
- English
- Driver's License
- Health insurance
- Opportunities for advancement
Assistant/Associate Analyst, Inventory Operations
A&F Trading Co. —New Albany, OH
- Full-time
- Merchandising
- Mid-level
- Office
- Store discount
- Paid parental leave
Laborer (Hourly)
Holder Construction —Conesville, OH
- Overtime
- Background check
- OSHA
- Construction site
- Health insurance
- Dental insurance
Electromechanical Field Service Technician III
Giesecke+Devrient —Cleveland, OH
- Full-time
- High school diploma or GED
- Travel
- Computer networking
HR Generalist
Phoenix Technologies International, LLC —Bowling Green, OH
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid jury duty
- Health insurance
Quick Apply
Chiropractor
Ability Chiropractic —Columbus, OH
- $110,000 - $170,000 a year
- Full-time
- Clinic
- In-person
- Senior level
- Health savings account
- Relocation assistance
Quick Apply
Chiropractor
Ability Chiropractic —Cleveland, OH
- $110,000 - $170,000 a year
- Full-time
- Clinic
- In-person
- Senior level
- Health savings account
- Relocation assistance
Quick Apply
Chiropractor
Ability Chiropractic —Dayton, OH
- $110,000 - $170,000 a year
- Full-time
- Clinic
- In-person
- Senior level
- Health savings account
- Relocation assistance
Quick Apply
Crane Account Manager
Bohl Crane, Inc. —Toledo, OH
- $55,000 - $65,000 a year
- Mid-level
- Office
- Microsoft Office
Quick Apply
Chiropractor
Ability Chiropractic —Mansfield, OH
- $110,000 - $170,000 a year
- Full-time
- Clinic
- In-person
- Senior level
- Health savings account
- Relocation assistance
Quick Apply
Truck Driver - OTR Class A Hazmat - $10K Retention Bonus - Penske Logistics
Penske Truck Leasing and Logistics —Delaware, OH
- $85,000 - $100,000 a year
- Full-time
- Hazmat Endorsement
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
EDI Manager
Keysource Acquisition —Cincinnati, OH
- Full-time
- System design
- Office
- SQL
- AD&D insurance
- Paid holidays
Quick Apply
Production Supervisor
Decorative Paint, Inc. —Montpelier, OH
- Full-time
- Management
- 5 years
- Engineering
- Health savings account
- Health insurance
Quick Apply
OTR Truck Driver - Class A - Penske Logistics
Penske Truck Leasing and Logistics —Kidron, OH
- $90,000 a year
- Full-time
- Customer service
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Paid holidays
Annually Contracted Faculty - Surgical Technology
Columbus State Community College —Columbus, OH
- $43,848 - $50,112 a year
- Full-time
- Classroom
- Surgery
- BLS Certification
- Health savings account
- Health insurance
11d
STAMPING DIE MAINTENANCE TECHNICIAN ( Night Shift)
KTH PARTS INDUSTRIES, INC. —Saint Paris, OH
- $28.61 - $36.79 an hour
- Overtime
- Mid-level
- 3 years
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
Electric Motor Mechanic -3rd Shift
Horner Industrial Group —Springfield, OH
- 8 hour shift
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply

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program operations associate jobs near ohio

Relationship and Operations Associate

Carson Group -
Blue Ash, OH

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Job Details

$60,000 - $80,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Statistics
Customer communication
Microsoft Excel
Microsoft Outlook
Managing projects
Stakeholder management

Full Job Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The role of the Relationship & Operations Associate is to provide on-going service and support to clients. This role will also support Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. The Relationship & Operations Associate must exhibit excellent time management skills as they continue to learn new competencies and become familiar with the Advisor’s book of business.

Essential Job Functions:

Service Advisors and clients with white glove support and communication.
Maintain accurate and complete client information in the database.
Processor of new accounts, cashiering and account maintenance requests.
Professionally provides primary point of contact with our custodians.
Takes ownership of asset transfers to ensure seamless and timely delivery.
Works closely with Advisors to ensure compliance of periodic client reviews
Prepare paperwork to maintain client accounts to the specifications requested by the Advisor.
Complete accurate and timely movements of assets per the request of the Advisor or client
Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
Assist in setting and continually meeting project expectations with team members and management.
Completes tasks and responsibilities to appropriate team members as needed.

What You Need

Knowledge of Microsoft Office, including MS Teams, Excel, and Outlook
Strong desire for research and problem solving
Unwavering attention to details
Natural desire and curiosity to learn
Ability to compile statistics and reports
Exceptional planning and organizational skills
Project and time management skills
Manage multiple projects with precision and pride
Excellent written and verbal communication skills
Strong desire for continual personal and professional growth

Preferred Education and Experience

Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred
5 years of experience in the financial or banking industry preferred
Knowledge of Financial Advisor office tools (i.e. Orion, Adobe, Zoom, Salesforce, etc.) preferred.

EEO Statement:

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The total rewards expected for this role include:

Starting annual base salary between $60,000 - $80,000.
Variable compensation potential (Bonus)
Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and volunteer & charitable matching benefits, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Apply Now

Refine Your Search

program operations associate jobs in ohio

Relationship and Operations Associate

Claims Operations Associate II

Insurance Operations Associate - AgriBusiness®

US Program Associate

Assistant/Associate Analyst, Inventory Operations

Laborer (Hourly)

Electromechanical Field Service Technician III

HR Generalist

Chiropractor

Chiropractor

Chiropractor

Crane Account Manager

Chiropractor

Truck Driver - OTR Class A Hazmat - $10K Retention Bonus - Penske Logistics

EDI Manager

Production Supervisor

OTR Truck Driver - Class A - Penske Logistics

Annually Contracted Faculty - Surgical Technology

STAMPING DIE MAINTENANCE TECHNICIAN ( Night Shift)

Electric Motor Mechanic -3rd Shift

I want to receive the latest job alert for program operations associate in ohio

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