- Reynolds & Reynolds (Cleveland, OH)
- …for video conferencing + 3+ years of automotive dealership experience (sales associate /representative, service advisor , parts counter, controller, marketing ... Parts Manager - Service Manager - Service Advisor Cleveland, OH Full-Time Apply Here ‹ View jobs Position description: Reynolds and Reynolds is looking for… more
- PNC (Rocky River, OH)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor within PNC Investments, you will be based in Center Ridge Branch, OH. ... of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or executing opportunities and making referrals to internal… more
- Raymond James Financial, Inc. (Beachwood, OH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client… more
- Morgan Stanley (Cleveland, OH)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Ohio-Cleveland* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of...Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients… more
- The ODP Corporation (Middleburg Heights, OH)
- …Sales Advisor is a part-time role providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down ... control, cleaning the store, and protecting company assets. The Retail Sales Advisor will quickly build and maintain customer relationships and become a trusted… more
- Foresters Financial Services (Cleveland, OH)
- Sales Support Associate Sales Cleveland, Ohio Apply Description What we need: This role supports the Registered Financial Services Sales Representative's business ... with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing within 12 months of hire to allow… more
- H&R Block (Beachwood, OH)
- …IRS and applicable state requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#31417 ... **525085BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...or related field + Previous experience in a customer service or retail environment + Experience working in a… more
- Bank of America (Pepper Pike, OH)
- Wealth Management Client Associate Pepper Pike, Ohio **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include… more
- Bank of America (Chagrin Falls, OH)
- Wealth Management Client Associate Chagrin Falls, Ohio **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Wolters Kluwer (Hudson, OH)
- …through the use of available programs and tools. + Develop "trusted advisor " relationships with key business partners and ensure effective communication with ... interactions with and between others with the specific goal of providing service and organizational success. Experienced in working effectively in a matrix… more
- Bank of America (North Royalton, OH)
- …deepening client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client care. ... educates, and trains clients on conducting simple transactions through self- service technologies * Leverages available resources, technologies, and processes to… more
- Robert Half (Cleveland, OH)
- …identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You are technically sound and understand agile and ... Platform (eg, Power Apps, Power Automate, Power BI, Process Advisor ), MS SQL, MS Power Query, PowerShell, Python, R,...(eg, Fundamentals, Scientist), MS Power Platform (eg, Fundamentals, Developer Associate , App Maker Associate ) + Tableau +… more
- Robert Half (Cleveland, OH)
- …Alteryx, Tableau, MS Power Platform (eg, Power Apps, Power Automate, Power BI, Process Advisor ), MS SQL, MS Power Query, PowerShell, Python, R , JSON, VBA , Celonis ... (eg, Fundamentals, Scientist), MS Power Platform (eg, Fundamentals, Developer Associate , App Maker Associate ) + Tableau +...The amount of (CTO) varies based on years of service . New hires receive up to 20 days of… more