324 client jobs at 133 companies in Bowling Green, OH
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
2+ YOESeries 7 and 66 licenses (for registered CSAs), ideally 2-4 years client service experience in finance, bachelor's degree preferred (finance), strong communication, attention to detail, and proficiency with Microsoft Office.
Unison Health: Comprehensive behavioral health and substance use treatment provider.
Provides clerical and basic clinical client care; must maintain confidentiality, complete documentation, and be willing to train; flexible schedule required.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOEOne year of related experience required; customer service preferred. High school diploma or equivalent preferred, with strong English, computer, communication, multitasking, and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Aktion Associates: A North American ERP software reseller providing implementation, support, and managed services.
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
ProMedica: Integrated not-for-profit health system providing clinical medical services.
1+ YOEHigh school diploma or equivalent, minimum 1 year office/medical/retail experience; customer service, payment processing, inventory oversight; strong communication skills.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Provide investment and financial planning to mass affluent clients; must obtain/hold FINRA SIE, S7, S66/S63 and 65, resident state insurance licenses; strong sales, communication, and consultative planning skills; valid driver’s license.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEBachelor’s degree in business, insurance, risk management or related field; 2+ years insurance client service; active Property & Casualty license; MS Office proficiency.
Microsoft Office, Excel, Word, PowerPoint, Outlook
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide compassionate client service in a veterinary emergency setting; use veterinary terminology, manage records, multi-task, enter data accurately, and handle payments. Background check and drug screen required.
Dynata: Collects first-party data and provides insights for business decisions.
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Providing front-desk customer service for pet owners, scheduling and confirming appointments, answering phones, processing payments, managing medical records, and maintaining facility cleanliness.
Gryphon Financial Partners: Independent wealth management and financial advisory firm.
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
0+ YOEHigh school diploma/GED required; 0–3 years customer service or sales experience; experience in financial services preferred; ability to process accurate financial transactions and support branch sales goals.
Monroe Community Mental Health Authority: Provides mental health and wellness services in Monroe County.
1+ YOEBachelor's or Master's degree with Michigan licensure, 1+ year experience with intellectual and developmental disabilities preferred; ability to assess, plan, coordinate, and advocate for consumer services.
American Income LifeNYSE: GL: Provides life and supplemental health insurance for working families.
Customer service or sales experience, strong communication skills, leadership potential, self-motivation, independent work ability, virtual collaboration skills, and coachability are required.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP and bachelor’s preferred.
EXLNASDAQ: EXLS: Provides data analytics and digital operations solutions to businesses.
10+ YOEBachelor’s/Master’s in analytics-related fields; 10+ years data analytics consulting in insurance; dual-shore engagement; manages large programs; cloud/AI expertise; strong communication.