Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
FINRA SIE and Series 7 required; Series 66 or Series 63 & 65 required; resident state insurance licenses required; high school diploma (or Bachelor's preferred); valid driver's license; sales and client advisory experience serving mass affluent clients.
Home Instead: Personalized in-home care and companionship services for seniors.
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
3+ YOE3+ years employee benefits experience managing medium accounts; skilled in client relationship management, renewal management, claims and financial analysis, EPIC, and Microsoft Office (Excel/PowerPoint). Bachelor's preferred.
EPIC, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
True North: Delivers outsourced bookkeeping and financial management services to franchises.
Experience in revenue cycle management, accounts receivable and healthcare reimbursement; strong client relationship, analytical, project management, and communication skills; familiarity with Medicaid/VA payer requirements preferred.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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
Klie Law Offices: Provides legal representation for family, employment, and injury cases.
Customer-focused role involving inquiry response, product/service information, and client interactions; strong communication and problem-solving skills; independent worker; legal industry knowledge a plus.
Ren: Provides technology and administration for donor-advised funds and trusts.
1+ YOE1–3 years experience in client service or financial operations; bachelor’s preferred; familiarity with transaction processing, client account structures, Microsoft Office; strong communication, attention to detail, and ability to follow procedures.
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
ArhausNasdaq: ARHS: Retails premium artisan-crafted home furniture and decor.
0.5+ YOEProvide inbound/outbound client support and case management, handle warranty/product issues, maintain accurate records, meet contact center KPIs, high school diploma, 6 months customer-service experience preferred, Microsoft Suite proficiency.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
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
Part Time Seasonal Client Associate - Pinecrest OH
Beachwood, Ohio, United States
OnsitePart Time, Seasonal
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
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.
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
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's with 3+ years client service/claims experience or HS/GED with 8+ years; Property and Casualty insurance license; proficiency with Microsoft Office; client relationship, claims review, and mentoring skills.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide front-line client service in a veterinary hospital: check-in clients, answer phones, manage medical records and payments; basic computer skills (Word, Excel); calm under stress and strong communication.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college preferred. Detail-oriented with advanced Microsoft Office skills. Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65. Strong interpersonal, client service, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Dover or Cleveland or Long Beach or Portland or Austin or Atlanta
$47k-$63k/yrHybridFull Time
Novogradac: Provides professional accounting, tax, and consulting services.
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