Registered Client Service Associate Jobs in Cincinnati, OH | Glassdoor

Registered Client Service Associate Jobs in Cincinnati, OH

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  • 3.5
    UBS
    Cincinnati, OH
    Est. Salary $35k-$54k
    Est. Salary $38k-$47k
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.4
    12 days ago 12d
    US Bank
    West Chester, OH
    and marketing abilities - Strong analytical skills to assess client needs - Proficient computer skills, especially Microsoft Office…
  • 3.7
    Merrill Lynch
    Cincinnati, OH
    Est. Salary $51k-$98k
    Est. Salary $61k-$81k
    Development role is to define the teams client acquisition plan, execute on the plan through client acquisition activities, and track… employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing…
  • 3.2
    FirstMerit
    Cincinnati, OH
    and retain clients and prospects who can benefit from Huntington's products and services. Work with existing clients and centers… influence to gain new client referrals Develop and maintain profitable broker relationships with individual clients to meet investment…
  • 5 days ago 5d
    HORAN
    Cincinnati, OH
    Retain and expand a book of clients. Conduct face to face meetings & reviews with clients. Develop business and… This position is responsible for developing and deepening client relationships. It is a sales position that involves delivering…
  • 2.8
    3 days ago 3d
    Stock Yards Bank & Trust
    Cincinnati, OH
    be filled with opportunities to provide financial advice to clients to help them meet their financial goals by using their time… are not limited to, the following: * Prospect and locate clients * Set appointments * Meet prospects to analyze their…
  • Lifetime Recruiting Strategies
    Easy Apply
    Cincinnati, OH
    Easy Apply
    Delegates appropriate action items to Client Service Manager and/or Client Service Assistant Prepares and/or reviews financial… to maintain licenses Mentors and trains Client Service Managers and Client Service Assistants Writes blog for firm website…
  • 4.2
    12 days ago 12d
    Premiere Onboard
    Cincinnati, OH
    long-term clients Strong desire for performance driven compensation and growing earnings potential Ability to put the client first… Professionally developed marketing resources to attract and retain clients Professional development program to continually improve and…
  • 3.4
    BB&T
    Independence, KY
    educational seminars for clients and potential clients. 8. Continuously represent BB&T in all client interactions and outside… potential clients of BB&T and BB&T Investment Services. 2. Utilizing a consultative sales process, partner with clients to:…
  • 3.4
    Huntington National Bank
    Cincinnati, OH
    and retain clients and prospects who can benefit from Huntington's products and services. Work with existing clients and centers… influence to gain new client referrals Develop and maintain profitable broker relationships with individual clients to meet investment…
  • 3.7
    14 days ago 14d
    Morgan Stanley
    Cincinnati, OH
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 3.5
    15 days ago 15d
    UBS
    Newtown, OH
    development strategies to attract and acquire new clients – analyze clients’ financial needs, goals, sensitivity to risk and investment… Are you competitive and service oriented? Do you know how to build long-term relationships? We are looking for someone who can…
  • 3.6
    11 days ago 11d
    Edward Jones
    Cincinnati, OH
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What…
  • 30+ days ago 30d+
    Johnson Resource Group, LLC.
    Cincinnati, OH
    professionals of this Registered Investment Advisor (RIA) to develop and implement investment strategy as part of the clients total wealth… professional growth and a commitment to providing exceptional client service. Proven analytical and problem solving skills and a strong…
  • 3.4
    Bank of America
    Cincinnati, OH
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.0
    27 days ago 27d
    AIG
    Cincinnati, OH
    partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental… An established territory with existing and prospective clients Competitive benefits package with immediate access to medical…
  • 3.7
    Merrill Lynch
    Cincinnati, OH
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.0
    28 days ago 28d
    SunAmerica Affordable Housing Partners
    Cincinnati, OH
    partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental… An established territory with existing and prospective clients Competitive benefits package with immediate access to medical…
  • 3.6
    Edward Jones
    Norwood, OH
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.6
    Edward Jones
    Cincinnati, OH
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 30+ days ago 30d+
    The Bridge Financial Group
    Cincinnati, OH
    services offered through Hornor, Townsend & Kent,Inc. (HTK) Registered Investment Advisor, Member FINRA/SIPC 130 SpringsideDrive,… corephilosophy. As an organization, our common mission is to provide our clients,and those that depend upon them, with a comprehensive financial…
  • 3.3
    First Niagara Bank
    Fairfield, OH
    services to KeyBank Community Bank clients by providing investment solutions to new and existing clients. Establish a strong partnership… states under the name KeyBank National Association and First Niagara Bank, National Association, through a network of more than 1,200…
  • 3.4
    Bank of America
    Cincinnati, OH
    professional and client focused sales, investment, and business management training in the industry. PMD Associates will build upon… focusing on developing client relationships. With the assistance of mentors and managers, our PMD Associates will learn to develop…
  • 3.3
    KeyBank
    Fairfield, OH
    Branch(s), including the coaching of branch personnel, client management, service delivery and other resources in order to maximize… services to KeyBank Community Bank clients by providing investment solutions to new and existing clients. Establish a strong partnership…
  • 2.6
    Xerox
    Cincinnati, OH
    Serve as the primary customer contact for equipment support and service Coordinate Move/Add/Change (MAC) process Provide on-going… equipment removal and delivery for onsite support Contact service as required (Xerox and 3rd party) Utilize Xerox web-based…
  • 3.6
    Edward Jones
    Cincinnati, OH
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What is…
  • 3.4
    Bank of America
    Cincinnati, OH
    their FA Teams clients. The TFA Planner will own and manage the planning components of the teams client service model. Key Responsibilities… process for adding to and updating client profile information in Salesforce after regular client reviews Consistently make adjustments…
  • 2.6
    Xerox
    Cincinnati, OH
    imaging projects. • Perform closed-loop chain of custody for all Client boxes, folders and documents provided to Xerox • Electronic… defects • Knowledge of loading and management PPD/Drivers on to client workstations • Basic knowledge and experience with imposition…
  • 3.7
    Merrill Lynch
    Cincinnati, OH
    their FA Teams clients. The TFA Planner will own and manage the planning components of the teams client service model. Key Responsibilities… process for adding to and updating client profile information in Salesforce after regular client reviews Consistently make adjustments…
  • 3.6
    Edward Jones
    Cincinnati, OH
    investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and… income as you form meaningful, long-term relationships with clients as you help them work toward their financial goals. What…
  • 2.9
    Conduent
    Cincinnati, OH
    imaging projects. • Perform closed-loop chain of custody for all Client boxes, folders and documents provided to Xerox • Electronic… defects • Knowledge of loading and management PPD/Drivers on to client workstations • Basic knowledge and experience with imposition…
Job Title Location Employer Salary
Registered Client Service Associate Cincinnati, OH UBS $35k-$54k
Financial Advisor West Chester, OH US Bank $27k-$63k
Merrill Lynch Team Financial Advisor Program (Business Developer) Cincinnati, OH Merrill Lynch $51k-$98k
Financial Advisor Cincinnati Ohio Cincinnati, OH Lifetime Recruiting Strategies $38k-$85k
Financial Advisors Cincinnati, OH Premiere Onboard $38k-$85k
Independent Financial Advisor Cincinnati, OH Huntington National Bank $32k-$74k
Financial Advisor Associate Cincinnati, OH Morgan Stanley $38k-$82k
New Financial Advisor Newtown, OH UBS $38k-$87k
Financial Advisor Cincinnati, OH Edward Jones $29k-$70k
Investment/Financial Advisor Cincinnati, OH Johnson Resource Group, LLC. $32k-$72k
Financial Advisor Cincinnati, OH AIG $22k-$49k
Financial Advisor Cincinnati, OH SunAmerica Affordable Housing Partners $39k-$87k
Business Opportunity - Financial Advisor Norwood, OH Edward Jones $29k-$70k
Branch Manager - Financial Advisor Cincinnati, OH Edward Jones $31k-$74k
Associate Financial Advisor - Fairfield, Ohio Fairfield, OH KeyBank $40k-$67k
Client Associate - Level A02 Cincinnati, OH Xerox $29k-$42k
Outside Sales - Financial Advisor Cincinnati, OH Edward Jones $29k-$70k
Merrill Lynch Team Financial Advisor Program (Planning) Cincinnati, OH Bank of America $38k-$85k
Client Associate, Production - Level A02 Cincinnati, OH Xerox $29k-$42k
Merrill Lynch Team Financial Advisor Program (Planning) Cincinnati, OH Merrill Lynch $40k-$82k
Independent Financial Advisor Cincinnati, OH Edward Jones $29k-$70k
Client Associate, Production - Level A02 Cincinnati, OH Conduent $28k-$47k
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