1w
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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.
5d
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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.
2mo
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Client Associate
Cleveland, Ohio, United States
$58k-$72k/yr OnsiteFull Time
2+ YOESeries 7 and 66 (or willingness to pass), 2+ years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office, excellent communication, strong attention to detail and discretion.
Microsoft Office Suite
3w
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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
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
1w
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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
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
3w
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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
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
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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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
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
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
2w
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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
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.