Lead and manage a team of Account Managers and support employees to achieve monthly revenue objectives and client satisfaction. Attract, develop, and retain talent in order to build a highly eective team that provides value to our clients and organization. Facilitate client engagement by overseeing and leading a client services team as they manage and grow existing client

Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues to identify client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wi

Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communic

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Per

The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed and registere

Functions as the Manager of Financial Analysis for IT within The Ohio State University's Wexner Medical Center; performs highly complex and comprehensive analysis, forecasting, and strategy development; conducts and interprets financial and business related analyses and research in such areas as financial and expense performance, pricing, performance metrics, and business