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Client relationship manager Jobs in Dayton, OH

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Client relationship manager • dayton oh

Last updated: 13 hours ago

J.P. Morgan Wealth Management Private Client Advisor - Beavercreek, Dayton - Ohio

ChaseDayton, OH, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

Tax Manager

Accounting SearchDayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

Client Manager - Legal & Professional

HackajobDayton, OH, United States
$42,600.00–$70,800.00 yearly
Full-time

Do you enjoy building solid customer relationships resulting in growth? Do you enjoy collaborating cross-functionally to deliver on common goals?.LexisNexis Legal & Professional, which serves custo... Show more

Tax Manager

Gallman ConsultingDayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

Pharmacy Relationship Manager

America's Pharmacy Group, LLCDayton, OH, US
$85,000.00–$100,000.00 yearly
Full-time
Quick Apply

Whether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great... Show more

ECDI - Relationship Manager I (Dayton)

Economic and Community Development InstituteDayton, OH, US
$50,000.00–$60,000.00 yearly
Full-time
Quick Apply

Under the direction of the Lending Management Team, the Relationship Manager I is responsible for sourcing new clients, building and maintaining relationships with existing clients, and providing c... Show more

Key Private Bank Senior Relationship Manager

KeyCorpDayton, OH, United States
$116,000.00–$216,000.00 yearly
Full-time

Location: 130 W 2nd Street, Suite 1950, Dayton Ohio.Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... Show more

Client Manager - Legal & Professional

LexisNexisDayton, OH, United States
$42,600.00–$70,800.00 yearly
Full-time

Do you enjoy building solid customer relationships resulting in growth? Do you enjoy collaborating cross-functionally to deliver on common goals?.LexisNexis Legal & Professional, which serves custo... Show more

Client Service Associate

Jackson Hewitt - 2790Huber Heights, OH, US
$12.00–$15.00 hourly
Full-time

We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.In t... Show more

 • New!

Tax Manager

Franklin ProfessionalsDayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

Remote Client Service | Work From Home | Training Provided

Globe Life AIL - Lisa RusselDayton, OH, US
Remote
Full-time
Quick Apply

AO | Globe Life Location: 100% Remote – U.Flexible | Work From Home Experience: Entry Level Welcome | Training & Mentorship Provided Compensation: Commission-Based | Weekly Pay | Performance Incent... Show more

Tax Manager

KB Search Team, LLCDayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

Account Manager

FC Industries IncDayton, Ohio, United States, 45414
Permanent +1
Quick Apply

Candidates must reside in or be willing to commute to Dayton, Ohio**.Are you energized by complex, high-impact programs supporting Department of Defense and aerospace missions? If you’re driven by ... Show more

 • Promoted

STNA - Client Boost

Alto Health Care StaffingDayton, OH, United States
Full-time

Alto Health Care Staffing is an equal opportunity employer that is committed to diversity and inclusion in the workplace.We prohibit discrimination and harassment of any kind based on race, color, ... Show more

Tax Manager

Ridgemont Resources, Inc.Dayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

Tax Manager

Sun RecruitingDayton, OH, United States
Full-time

We are seeking a highly skilled and motivated Tax Manager to join our team in Dayton.This role provides an exciting opportunity to lead and manage comprehensive tax engagements, offering strategic ... Show more

ECDI - Relationship Manager I (Dayton)

ECDI - Economic and Community Development InstituteDayton, OH, United States
$50,000.00–$60,000.00 yearly
Full-time

Under the direction of the Lending Management Team, the Relationship Manager I is responsible for sourcing new clients, building and maintaining relationships with existing clients, and providing c... Show more

Tax Delivery Manager, Global Employer Services - Individual Client Services

DeloitteDayton, OH, United States
Full-time

Are you a delivery-focused tax leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to interact with clients on their p... Show more

WFH Client Service Rep - $250 bonus after training

NexRepShiloh CDP, Ohio
$13.00 hourly
Remote
Full-time

Remote Customer Service Representative.Remote, W-9 (Independent Contractor) .Become a Customer Service Representative, work from home, and set your own schedule while helping others!.If helpin... Show more

J.P. Morgan Wealth Management Private Client Advisor - Beavercreek, Dayton - Ohio

JPMorgan ChaseDayton, OH, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

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J.P. Morgan Wealth Management Private Client Advisor - Beavercreek, Dayton - Ohio

J.P. Morgan Wealth Management Private Client Advisor - Beavercreek, Dayton - Ohio

ChaseDayton, OH, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.