1mo
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Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry
3w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
Salesforce, Microsoft Office
2mo
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Client Service Associate - NR
Canfield, Ohio, United States
OnsiteFull Time
2+ YOEHigh School Diploma or equivalent; 2 years clerical/related industry; proficient in Microsoft Excel, Word, PowerPoint, Outlook; knowledge of administrative procedures and client services.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1w
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and maintain accuracy and compliance; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Part Time Seasonal Client Associate - Pinecrest OH
Beachwood, Ohio, United States
OnsitePart Time, Seasonal
1+ YOEPart-time seasonal client services role in retail; 1 year of client services experience; ability to work weekends, evenings and holidays; proficient in POS and MS Office.
Microsoft Applications, POS systems
1mo
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Client Solutions Associate - Youngstown, OH (October 2026)
Youngstown, Ohio, United States
$50k-$56k/yr OnsiteFull Time
Bachelor's degree by Sept 2026, client-facing support experience or desire, strong Excel and Microsoft Office skills, aptitude for learning new technology, excellent verbal/written communication, legal US work authorization without sponsorship.
FactSet, Microsoft Office, Microsoft Excel
5d
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Client Service Associate - Solon, OH
Solon, Ohio, United States
$44k/yr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year work experience with strong attention to detail, Microsoft Excel proficiency, ability to prioritize and work independently, strong problem-solving and communication skills.
Microsoft Excel, ChatGPT
1w
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Private Client Associate - Independence, OH
Independence, Ohio, United States
OnsiteFull Time
Bachelor's degree required; excellent customer service, teamwork, attention to detail; Series 7/63/65/66 preferred or must obtain within 12 months; proficiency with Word, Excel, PowerPoint, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting team productivity; specific certifications or years of experience not stated.
1mo
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Senior Client Service Associate - Commercial Lines
Green, Ohio, United States
$44k-$66k/yr HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong communication and relationship-building skills, adaptability, and ability to manage shifting priorities.
Microsoft Office
1mo
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Senior Client Bookkeeper
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yr HybridFull Time
3+ YOEAssociate's degree in accounting/finance preferred or equivalent experience; 3+ years bookkeeping/general ledger experience; QuickBooks Online and Microsoft Excel proficiency; GAAP knowledge; month-end close experience; strong communication and attention to detail.
Microsoft Office, Microsoft Excel, QuickBooks Online
2w
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Client Care Coordinator (onboarding / scheduling)
Beachwood or Shaker Heights
OnsiteFull Time
2+ YOE2+ years client care or staffing coordination experience in home care; Associate’s in healthcare management or related preferred; strong organization, communication, scheduling software proficiency, and attention to detail.
2w
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Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
2+ YOE2-3 years facilitating and developing training content; associate or bachelor\u0002s or equivalent experience; familiar with Articulate, Camtasia, Captivate, LMS; strong communication, presentation, and organizational skills; retail client service knowledge preferred.
Articulate, Camtasia, Captivate, Learning Management System (LMS)
2w
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Client Success Partner - Payroll Operations
Brecksville, Ohio, United States
OnsiteFull Time
2+ YOEMinimum 2 years hands-on payroll processing; Associate degree preferred or 4 years payroll experience; FPC/CPP preferred; multi-state payroll, Excel/Outlook/Word/PowerPoint and import/export (.txt/.csv) experience required.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
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Associate
Beachwood or Columbus or Chicago
$90k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree in a quantitative/business field, 2+ years analyzing large complex datasets, project execution experience, strong Excel/Power Pivot skills, and client-facing communication and analytical ability.
Microsoft Excel, Microsoft PowerPoint, Microsoft Power Pivot
3mo
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Sales Associate, Aurora Farms Outlet
Aurora, Ohio, United States
$11-$14/hr OnsitePart Time
1+ YOEHigh school diploma or GED; minimum 1 year sales associate or relevant experience; ability to provide excellent client service and maintain store standards.
1mo
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Dispensary Associate
Akron, Ohio, United States
$17-$17/hr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years client-service experience preferred, POS and office software proficiency, cash and inventory management, ability to stand for long periods and lift up to 50 lbs, strong interpersonal and confidentiality skills.
POS systems, Microsoft Word, Microsoft Excel, copiers, telephone systems
2mo
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Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
High school diploma required; college degree preferred; strong MS Office skills; excellent written and client service skills; ability to work in a fast-paced environment; willingness to obtain Series 7/66 or 63/65 licenses.
Microsoft Office
2mo
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Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
High school diploma required; college degree preferred. Strong Microsoft Office skills, attention to detail, client service ability, and problem resolution. Willingness to obtain Series 7 and Series 66, or Series 63 and Series 65. Industry experience is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
2w
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Operations Associate - Full Time
Fairlawn, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong communication and organizational skills, punctual and available for peak retail hours.