324 client jobs at 133 companies in Bowling Green, OH

3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of America
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
1mo
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBS
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.
Microsoft Office
2w
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Client Care Technician
Bowling Green or Perrysburg
OnsiteFull Time
Unison Health
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.
3d
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Client Service Representative
Rossford, Ohio, United States
$15-$19/hr OnsitePart Time
Banfield Pet Hospital
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
1mo
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Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
Aktion Associates
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.
CRM, Infor, Deltek, E-Verify
1mo
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Client Advocate
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
$15-$18/hr RemoteFull Time
GreenPath Financial Wellness
GreenPath Financial Wellness: Provides nonprofit financial counseling and debt management services.
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.
1w
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Client Coordinator
Toledo, Ohio, United States
OnsiteFull Time
ProMedica
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.
2mo
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Private Client Advisor
Sandusky, Ohio, United States
HybridFull Time
KeyBank
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.
3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of America
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
3mo
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Client Service Specialist - Commercial Insurance
Toledo or Cleveland
HybridFull Time
Hylant
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
1mo
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Veterinary Client Service Representative
Toledo, Ohio, United States
OnsiteFull Time
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.
Microsoft Word, Microsoft Excel
3mo
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Manager, Client Services
Cincinnati or Chicago or Maumee or Plano
$70k-$86k/yr RemoteFull Time
Dynata
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.
2mo
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Client Service Representative
Findlay, Ohio, United States
OnsiteFull Time
VCA Animal Hospitals
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.
Workday
6d
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
Gryphon Financial Partners
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.
1mo
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Branch Banking Client Consultant I
Monroe, Michigan, United States
$17-$23/hr OnsiteFull Time
Flagstar
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.
1mo
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Client Relationship Representative Reserve
Dundee, Michigan, United States
FieldFull Time
First Merchants
First MerchantsNASDAQ: FRME: Provides commercial, consumer, and wealth management banking services.
1+ YOEHigh school diploma, 6+ months selling experience, 1+ year sales/banking experience, extensive daily travel within region, S.A.F.E. Act (NMLS) registration within 3 months, ability to obtain notary, multitasking and product knowledge.
Nationwide Mortgage Licensing System (NMLS)
3w
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Client Services Manager - IDD
Monroe, Michigan, United States
$26-$40/hr OnsiteFull Time
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.
4d
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Remote Client Success Manager
Toledo, Ohio, United States
RemoteFull Time
American Income Life
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.
4w
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J.P. Morgan Wealth Management – Private Client Advisor - Toledo, Ohio
Toledo, Ohio, United States
OnsiteFull Time
JPMorgan Chase
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.
3mo
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Client Engagement Leader-Data & AI
Erie, Pennsylvania, United States
HybridFull Time
EXL
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.
AWS, Cloud Data Architecture, DataOps, AI, Analytics, Automation, Solution Architecture, RFP