96 client associate jobs at 53 companies in Medina, OH
2w
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
1w
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's preferred; Series 7 and 66 or willingness to obtain; 3+ years client-service experience in wealth management/private banking; strong attention to detail, communication, and organizational skills.
2w
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, learn technology platforms, and deliver excellent client experiences; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
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
4w
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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
20h
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Sr Client Associate - Employee Benefits
Cleveland, Ohio, United States
$44k-$86k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent,1+ year applicable experience,proficiency in Microsoft Office,basic math,strong communication and organizational skills,previous client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
2w
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Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
2+ YOE2+ years brokerage/client support experience, FINRA Series 7 and 63 required, customer service and administrative skills, intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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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
3mo
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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 Services Associate
Cleveland, Ohio, United States
$28-$32/hr OnsiteFull Time
Customer service experience in luxury retail or design preferred; strong communication, organization, time-management, and relationship skills; ability to lift up to 30 lbs; proficiency with Mac OS, iOS devices, Microsoft Office and Google Applications.
Mac Operating System, iOS, Microsoft Office, Google Applications
18h
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Sentinel Client Service Associate II
Akron or Berwyn
OnsiteFull Time
2+ YOE2+ years client service experience in wealth management, knowledge of complex entity structures and alternative investments, proficiency with Salesforce and Microsoft Office, strong communication and organizational skills.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, DocuSign, Schwab, Fidelity
1mo
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Client Market Associate - Employee Benefits
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
High school diploma required; customer service experience preferred; familiarity with ERISA, HIPPA, and ACA; strong communication, organization, and attention to detail; obtain Life and Health insurance license within 90 days.
Microsoft Office
1w
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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
2w
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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
1d
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Work From Home - Client Services Associate
Medina, Ohio, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and on a team, integrity and ethical conduct, genuine desire to help others.
Zoom
3w
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Animal Resource Center (ARC) Client Care Associate
Cleveland, Ohio, United States
$18/hr OnsitePart Time
1+ YOEHigh school diploma, 1+ year customer service experience, ability to work with animals and cleaning agents, lift up to 50 lbs, euthanasia certified or able to certify within 6 months, Fear Free certification within 6 months, Windows computer use.
Windows
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
3w
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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)
3w
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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