Client Services Manager Jobs in Bedford, OH

Responsibilities: Provide support for Trust Accounting department activities: Asset set-up and maintenance. Posting of cash activities. Monthly fee processing. Internal audit program procedures. Other ad-hoc projects as they arise. Month-end account reconciliation: Perform monthly reconciliations of...

In this role youll be the trusted point of contact for clients and advisors overseeing every aspect of trust administration from investments to compliance. Youll also drive growth by leading new account onboarding engaging in industry events and continuously refining processes through training and i...

Unleash your potential at Leidos where we deliver innovative solutions through the efforts of our diverse and talented people who are dedicated to our customers success. We empower our teams contribute to our communities and operate sustainably. Everything we do is built on a commitment to do the ri...

Trust Account Management: Serve as the primary contact for clients and their advisors and provide exceptional client service. Manage all facets of trust administration: Coordinate directions from investment and distribution advisors. Oversee tax and compliance filings alongside our tax department. C...

Businesses development: Attend and network at financial legal and estate planning industry events Trust Operations Coordinate investment and distribution activities interact with families and their trusted advisors to implement investment strategies and manage cash flow Assist with new account on-b...

Leidos Digital Modernization Sector Space Air Force & Defense Agencies (SpADe) Division is seeking an experienced Cloud Engineering & Architecture Manager to support the U.S. Air Force Cloud One Architecture and Common Shared Services contract. This is an exciting opportunity to use your experience...

Berglund of Bedford is hiring and we want to talk to you!Are you ready to jump-start your career and grow with us If the answer is yes apply below!WE OFFER:Excellent growth potential with growing organizationLife Disability & Health Insurance401KPaid VacationExceptional advancement opportunityFive d...

Disclaimer: Please note if you are selected to have an interview with Thermacell you will receive an email from our applicant tracking system Paylocity () or an email from a domain. Be aware of phishing emails/text messages. Thermacell will never text or Skype you about your candidacy or personal c...

OverviewPosition Summary:The Business Analyst plays a pivotal role in empowering Client Services Leadership with actionable insights that drive customer experience excellence to meet our customer experience goals. This role is responsible for compiling analyzing and transforming data into clear impa...