1,245 client jobs at 403 companies in Cuyahoga Falls, OH
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOERequires 2+ years of relevant experience, excellent client service, Microsoft Office proficiency, strong communication, organization, accuracy, analytical skills, and willingness to obtain SIE, Series 7, and Series 66 licenses.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), PowerPoint, LinkedIn, Twitter
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's degree plus 3+ years of client service or claims experience, or high school diploma/GED plus 8+ years; producer's license, Microsoft Office proficiency, and travel up to 25% required.
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of relevant experience, strong client service, Microsoft Office proficiency, communication, organization, accuracy, and analytical skills. Bachelor's degree preferred. Must obtain SIE, Series 7, and Series 66.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), PowerPoint, LinkedIn, Twitter
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
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
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEAt least 1 year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong written and verbal communication; weekend, evening, and holiday availability.
Microsoft Applications, point-of-sale (POS) systems
Evergreen Cooperative Laundry: Employee-owned provider of commercial laundry and linen services.
Managing phone and email client communications, routing inquiries, maintaining client database, using ControlTex/Cube, advanced Microsoft Excel, HS diploma, 1–3 years customer service or administrative experience preferred.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Provide investment solutions and financial planning for mass-affluent clients; required FINRA SIE, S7, S66/S63 and S65, state insurance licenses; high school diploma (BA preferred); strong sales and client relationship skills.
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.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Coordinates client and pet flow, supports veterinary teams, communicates with clients and associates, and promotes a welcoming, efficient hospital experience.
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
3+ YOE3+ years employee benefits experience, strong client management, financial analysis, EPIC and Microsoft Office proficiency, life and health license required, bachelor\u0002s degree preferred.
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
Supports client and account operations, digital tooling, and service delivery in a wealth management setting; requires high school diploma; finance experience and strong digital skills preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Custodial platforms, Document management systems
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.
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
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience. Requires confidentiality, professionalism, client service, strong written and oral communication, multitasking, and financial advisor practice knowledge.
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.