Client Service Associate - 1stKable Workforce Solutions • Columbus, OH, US

Client Service Associate - 1st

Kable Workforce Solutions • 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

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

Job Brief
MBS Pro Staffing, a division of 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 1st • Columbus, OH, US

[internal_linking.similar_jobs]

Care Review Clinician (RN)

Molina Healthcare • OH, United States

[job_card.full_time]

JOB DESCRIPTION For this position we are seeking a RN with a current active license for state of KY and or compact licensure The Care Review Clinician Inpatient Review BH will provide prior authori...[show_more]

[last_updated.last_updated_30] • [promoted]

Client Success Specialist V

Oracle • Columbus, OH, United States

[job_card.full_time]

The Customer Success Executive (CSE) is a strategic, customer-facing leader responsible for driving value realization, partnership health, and long-term success across a defined portfolio of high-i...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Advisor Development Program Client Associate

Bank of America Corporation • Columbus, OH, United States

[job_card.full_time]

Job Description: Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Center Clinical Director, Associate

ChenMed • Orient, OH, US

[job_card.full_time]

We’re changing lives every day.For both our patients and our team members.Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with y...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Agility Senior Associate - Banking Payments

JPMorgan Chase Bank, N.A. • Columbus, OH, United States

[job_card.full_time]

Join a dynamic team at the forefront of digital transformation in Banking Payments, where your passion for driving change will help shape the future of product delivery.As an Agility Senior Associa...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Direct Support Professional

Synergy Home Health • Circleville, OH, United States

[job_card.full_time]

Synergy Home Health Services, LLC is an Agency Provider for Ohio Dept.Working as Direct Support Professional (DSP), you will help individuals with intellectual and developmental disabilities as the...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Associate

McKinsey & Company • Columbus, OH, US

[job_card.full_time]

Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day?.If this sounds like you, you’ve...[show_more]

[last_updated.last_updated_variable_days]

United States Customs and Border Protection Officer

U.S. Customs and Border Protection • Circleville, OH, US

[job_card.full_time]

Customs and Border Protection Officer (CBPO) .Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of hig...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

TurboTax (WFH) Customer Service - Entry-Level

TurboTax • Circleville, Ohio

[filters.remote]

[job_card.full_time]

Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an additiona...[show_more]

[last_updated.last_updated_30] • [promoted]

Associate Actuary

Munich Reinsurance America, Inc. • Columbus, OH, United States

[job_card.full_time]

Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States; Bremen, United States; Carmel, United States; Cary, Uni...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Client Solutions Manager

Slice Merchant Services • Delaware, OH, US

[job_card.full_time]

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...[show_more]

[last_updated.last_updated_30] • [promoted]

Client Relationship Manager

Rent-A-Center • Obetz, OH, United States

[job_card.full_time]

Are you ready to take your career to the next level?.Looking for a starting hourly wage of $15 to $17? This is the opportunity for you!.Join us for a rewarding career with incredible earning potent...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Checkout Team Associate

Walmart • Lewis Center, OH, United States

[job_card.full_time] +1

The actual hourly rate will equal or exceed the required minimum wage applicable to the job location.Additional compensation includes annual or quarterly performance incentives.Additional compensat...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Home Care Aide

Help At Home • Circleville, OH, United States

[job_card.full_time]

Help at Home is hiring TODAY in your community! We now offer paid training, no experience required!.Start your career with the nation's leading provider of in-home support to seniors and become a h...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Sales Associate - Tanger Columbus (Seasonal)

Children's Place • Sunbury, OH, United States

[job_card.full_time]

Location: Sunbury, Ohio Job Summary: The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives.The Sales Associate will model and...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Customer Service Representative

Rumpke • Circleville, OH, United States

[job_card.full_time]

Rumpke is a family-owned and operated company that ranks as one of the largest firms in the waste and recycling industry.Our mission is simple: to deliver exceptional waste and recycling solutions ...[show_more]

[last_updated.last_updated_variable_days] • [promoted]

Associate Actuary

Munich Re • Circleville, OH, United States

[job_card.full_time]

[last_updated.last_updated_variable_days] • [promoted]

Client Relationship Associate

Civista Bank • Dublin, OH, US

[job_card.full_time]

A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience.A PB II is also responsible for opening new accounts,...[show_more]

[last_updated.last_updated_1_day] • [promoted]