Talent.com
Client Service Associate - 1st
Client Service Associate - 1stMBS Pro Staffing • Columbus, OH, US
Client Service Associate - 1st

Client Service Associate - 1st

MBS Pro Staffing • Columbus, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [job_card.permanent]
[job_card.job_description]

Job Description

Job Description

Location : Columbus, OH

Employment Type : 1st Shift, Full-time, direct hire

Job Brief

Kable Workforce Solutions is hiring a Client Service Associate for our client. This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, purchases, sales, and asset transfers), and preparing reports such as cash flow statements, investment performance summaries, and personal financial statements.

What’s a Typical Day Like?

  • Reviewing and updating client Investment Plans
  • Processing transactions (cash flows, purchases and sales, asset transfers)
  • Preparing for client meetings and responding to client requests
  • Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc
  • Preparing and / or reviewing documentation to open or update accounts and private investments
  • Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

What Are the Requirements of the Job?

  • Bachelor’s degree Accounting / Finance or related
  • The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
  • Comfortable working in a team environment
  • Strong Excel skill-set
  • Attention to detail
  • Related internship / job experience
  • Thrives in a fast-paced work environment
  • Ability to handle many tasks at once
  • Ability to work in fast-paced environment.
  • Ability to move or lift up to 50+ lbs.
  • Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.
  • Ability to utilize hand / eye coordination.
  • Capability to stand for prolonged periods of time
  • Communication skills.

    • How to Apply And Next Steps?

    Please submit your resume in our application by clicking “apply now.” We look forward to reviewing your application and you will hear from us within 1 business day.

    About Kable Workforce Solutions

    For over 50 years, Kable Workforce Solutions has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.

    We believe in people first — empowering individuals to succeed and celebrating the work that drives our communities forward.

    Kable Workforce Solutions is proud to be an equal opportunity employer. We welcome and value diversity and are committed to creating an inclusive workplace where everyone can thrive. Read our full diversity statement here.

    This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.

    [job_alerts.create_a_job]

    Client Service Associate • Columbus, OH, US

    [internal_linking.similar_jobs]
    988 Call Center Attendant - 2nd Shift

    988 Call Center Attendant - 2nd Shift

    North Central Mental Health Services, Inc. • Columbus, OH, US
    [job_card.full_time]
    North Central operates the largest 988 Call Center in Ohio.People struggling with mental health crises can call 988, a new, national hotline number focused on providing lifesaving suicide preventio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt - FLN • Lewis Center, OH, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Dentist

    Associate Dentist

    Affordable Care • Columbus, OH, United States
    [job_card.part_time]
    This is your opportunity to grow your career with the nation's largest network of implant providers!.As a dentist in our network, you not only change smiles. Hatim Leghuel, Practice Owner in Columbu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Concrete Laborer 1

    Concrete Laborer 1

    Professional Pavement Services LLC • Delaware, OH, US
    [job_card.full_time]
    The Concrete Laborer 1 plays a crucial role in the construction industry by assisting in the preparation, pouring, and finishing of concrete for various projects. This position requires a strong com...[show_more]
    [last_updated.last_updated_30] • [promoted]
    General Dentist

    General Dentist

    Mid America Health • Orient, OH, US
    [job_card.full_time]
    Sign- On Bonus Available for this Position!!!.Part-Time General Dentist Job Opportunity : .Mid America Health (MAH) is currently seeking a Part Time Dentist (. This position is Wednesdays and Thursday...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry Level Business Development

    Entry Level Business Development

    IBG Partners • Delaware, OH, US
    [job_card.full_time]
    Take Ownership of Your Career & Your Future.You're a self-starter who thrives on independence and setting your own goals. You're motivated to build your career, grow professionally, and....[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cash Applications Specialist

    Cash Applications Specialist

    Creative Financial Staffing • Delaware, OH, US
    [job_card.full_time]
    We are seeking a detail-oriented and motivated.In this role, you will be responsible for accurately applying incoming payments to customer accounts, ensuring timely and precise reconciliation of tr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    T-Mobile Sales Representative

    T-Mobile Sales Representative

    Connectivity Source |T-Mobile Authorized Retailer • Circleville, OH, US
    [job_card.full_time]
    MAKE EVERYDAY RIDICULOUSLY AMAZING.AVERAGE ALL IN PAY RANGE WITH BONUSES AND SPIFFS $16 TO $20 PER HOUR.NEW HIRE BONUS RAMP UP STRUCTURE!!. WHO is this FOR? All new hires for MOBILE ASSOCIATE AND RE...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate - 1st

    Client Service Associate - 1st

    Kable Staffing • Columbus, OH, US
    [job_card.full_time] +1
    Kable Workforce Solutions is hiring a Client Service Associate for our client.This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    GRYPHON FINANCIAL PARTNERS LLC • Columbus, OH, US
    [job_card.full_time]
    Provide exemplary service to Gryphon Financial Partners clients.Manage day to day aspects of the client experience.Organized, detail oriented and ability to multi-task. Strong verbal and written com...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Broker

    Associate Broker

    KBC Advisors LLC • Columbus, OH, US
    [job_card.full_time]
    We offer a dynamic, innovative environment with a company that is reimagining industrial real estate.As an Associate, you will support complex real estate transaction activities in conjunction with...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Beneficiary Service - Associate

    Client Beneficiary Service - Associate

    Morgan Stanley • Columbus, OH, US
    [job_card.full_time]
    Associate In Wealth Management Operations.We're seeking someone to join our team as an Associate in Wealth Management Operations to assist beneficiaries during the inheritance process.In the Operat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt - GHU • Circleville, OH, US
    [job_card.full_time] +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Dentist

    Associate Dentist

    Affordable Dentures & Implants • Columbus, OH, United States
    [job_card.part_time]
    This is your opportunity to grow your career with the nation's largest network of implant providers! .As a dentist in our network, you not only change smiles. Hatim Leghuel, Practice Owner in Columb...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Partner, Enterprise Sales - Cincinnati, Louisville, Indianapolis

    Client Partner, Enterprise Sales - Cincinnati, Louisville, Indianapolis

    T-Mobile USA, Inc. • , OH, United States
    [job_card.full_time] +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Dentist |No Gimmicks, Just Real Suppor

    Associate Dentist |No Gimmicks, Just Real Suppor

    Clear Lakes Dental Franchise • Columbus, OH, US
    [job_card.full_time] +1
    Associate Dentist – Clear Lakes Dental | No Gimmicks, Just Real Support.At Clear Lakes Dental, we’re reimagining the associate dentist experience—one that’s transparent, gro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Program Supervisor-2nd Shift!

    Program Supervisor-2nd Shift!

    Surge Staffing • Sunbury, OH, US
    [job_card.full_time]
    This includes overall responsibility for : .This position is Bilingual (English and Spanish) and 2nd shift : M-F 4 : 00pm-1 : 00am EST. Surge is a national leader with over 50 years of experience providing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Associate

    Sales Associate

    Beck Suppliers Inc. • Delaware, OH, US
    [job_card.full_time]
    Weekly Pay | Flexible Hours | Promotions | Bonuses | Benefits.Apply today and join the FriendShip Family!.We are seeking result-driven Sales Associates for our fast-paced retail locations that can ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]