Client Associate jobs in Cincinnati, OH

S
Accounting Associate
  • Strategic HR Client Job Openings
  • Cincinnati, OH FULL_TIME
  • Career Opportunity – Accounting Associate with Midwest Filtration in Cincinnati, OH

    Do you have accounting experience? Are you detail-oriented and a strong communicator? Are you highly organized with a focus on accuracy? If you answered yes, we want to speak to you!

    As the Accounting Associate at Midwest Filtration, you will support the Financial Officer with the processing of the daily financial operations by maintaining accounting records.

    Specific duties will include:

    • Collect, verify, and post invoices, checks, and other business transactions such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
    • Audit invoices against purchase orders, research discrepancies, and approve for payment.
    • Prepare vouchers, checks, account statements, reports, and other records, and review for accuracy.
    • Reconcile general ledger accounts with various registers.
    • Reconcile bank statements and other report discrepancies and make corrections.
    • Invoicing/Billing vendor accounts.
    • Backup for Payroll and Receptionist

    To be considered you will have the following:

    • Associate degree or equivalent, preferred
    • Minimum 2-3 years of experience in accounting.
    • Ability to work effectively in a fast-paced, multi-tasking environment
    • Ability to prioritize workload and manage multiple projects
    • Flexibility and adaptability according to the changing needs and priorities of the organization
    • Excellent problem solving, organizational, interpersonal, and motivational skills
    • Experience using MS Office Suite of products
    • Ability to function within a financial management system, Epicor preferred

    Midwest Filtration is a leading filtration company that specializes in customized and highly engineered filter and filtration media solutions. We are here for your toughest challenges in air and liquid filtration. Operating out of a 130,000 square foot state of the art facility, with an experienced and proven team as well as a wide range of design and engineering services along with the latest new technologies and new materials, Midwest Filtration thrives to provide a rapid response and the best solution in the areas of woven and nonwoven media.

    To learn more about our organization, please visit our website:

    https://midwestfiltration.com/contact/

    This is an exciting opportunity to join a growing and innovative team as we work together to deliver the highest level of customer experience! Apply online today.

    Employer is EOE/M/F/D/V. No third-party candidates please.

  • 15 Days Ago

S
Inventory Associate
  • Strategic HR Client Job Openings
  • Cincinnati, OH FULL_TIME
  • Job Opportunity – Inventory Associate with Glick Management in Cincinnati, OH area. Do you have inventory experience? Do you have high attention for detail and accuracy? Are you a self-starter who tak...
  • 15 Days Ago

S
Client Service Specialist
  • Strategic HR Client Job Openings
  • Cincinnati, OH FULL_TIME
  • Job Opportunity – Client Service Specialist with 4myBenefits in Cincinnati, OH Do you thrive in supporting and providing effective solutions to customers? Does being a critical part of the success of ...
  • 17 Days Ago

F
Client Relationship Manager Associate
  • FIS
  • Cincinnati, OH FULL_TIME
  • JOB DESCRIPTION Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%Job DescriptionGENER...
  • 19 Days Ago

A
Associate - Client Service Operations
  • ASPIRIANT LLC
  • Cincinnati, OH FULL_TIME
  • What we are looking for -The Associate will be primarily answerable for manually reconciling client accounts with financial institutions in a deadline driven environment. They will be tasked with the ...
  • 20 Days Ago

W
Senior Registered Client Associate
  • Wells Fargo
  • CINCINNATI, OH FULL_TIME
  • About this role:Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business...
  • 8 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Client Associate jobs found in Cincinnati, OH area

F
2021-2024 Undergraduates, Customer Relationship Advocate- Covington, KY
  • Fidelity TalentSource LLC
  • Covington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/23/2024 12:00:00 AM

F
Customer Relationship Advocate Career Development Experience- Covington, KY
  • Fidelity TalentSource LLC
  • Covington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/23/2024 12:00:00 AM

H
Pre-Season Tax Professional
  • H&r Block
  • Erlanger, KY
  • **516680BR****Title:**Pre-Season Tax Professional**Our Company****:**At H&R Block, we believe in the power of people hel...
  • 4/22/2024 12:00:00 AM

P
Valet Parking Attendant - Cincinnati, OH
  • Parking Management Company
  • Cincinnati, OH
  • Job Details Job Location Cincinnati OH - Cincinnati, OH Position Type Full Time / Part Time Education Level None Travel ...
  • 4/22/2024 12:00:00 AM

F
Customer Support Rep
  • Fidelity Investments
  • Covington, KY
  • Job Description: Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service ...
  • 4/22/2024 12:00:00 AM

F
Customer Support Specialist
  • Fidelity Investments
  • Covington, KY
  • Job Description: Are you ready to Launch into a career at Fidelity? If so, please consider joining our customer service ...
  • 4/22/2024 12:00:00 AM

F
Customer Service Associate
  • Fidelity Investments
  • Covington, KY
  • Job Description: Are you ready to Launch into a career at Fidelity? Fidelity is looking for Bi-lingual phone associates ...
  • 4/22/2024 12:00:00 AM

F
Customer Support Associate
  • Fidelity Investments
  • Covington, KY
  • Job Description: Are you ready to Launch into a career at Fidelity? Fidelity is looking for Bi-lingual phone associates ...
  • 4/22/2024 12:00:00 AM

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$51,862 to $67,999
Cincinnati, Ohio area prices
were up 1.1% from a year ago

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023