1w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
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
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
3mo
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Client Service Representative
Sylvania, Ohio, United States
$15/hr OnsiteFull Time
0+ YOEExperience in front-desk client service, scheduling, payments, and product education in a veterinary setting.
Workday, POS, CRM
1w
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Client Service Coordinator
Fort Wayne, Indiana, United States
$15-$19/hr OnsiteFull Time
1+ YOEProvide client-facing service in a veterinary hospital, manage client/pet flow, perform administrative and financial tasks, strong communication, computer and math skills, ability to lift up to 50 lbs, high-school preferred, 1 year related experience.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
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
3w
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Client Care Technician
Fort Wayne, Indiana, United States
$16/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, CPR and First Aid certifications, 1-3 years office or client-support experience, valid driver's license and auto insurance, Microsoft Office/Google Office proficiency, strong communication and recordkeeping skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Google Office
1mo
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WFH Client Retention Representative
Fort Wayne, Indiana, United States
RemoteFull Time
Remote leadership role requiring strong client service, communication, team leadership, coaching, and ability to work in a fast-paced remote environment.
Zoom
2mo
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Client Service Specialist - Commercial Insurance
Toledo or Cleveland
HybridFull Time
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
3mo
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Private Client Group Sales
Toledo, Ohio, United States
$85k-$125k/yr OnsiteFull Time
3+ YOEProspecting and closing sales for high-net-worth clients; strong insurance knowledge; proven sales record; proficient with Excel/Outlook; able to manage multiple projects.
Excel, Outlook, Agency website, Mobile app
1mo
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Client Support & Benefits Representative
Fort Wayne, Indiana, United States
RemoteFull Time, Part Time
Must have or be willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated, able to work independently, and basic computer skills for CRM and client management.
2w
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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
2w
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Client Service Representative (Deposit Operations) - FT
Hillsdale, Michigan, United States
OnsiteFull Time
High school diploma, strong client-service and communication skills, proficiency with Microsoft Office, basic accounting knowledge, accurate keyboarding, confidentiality, and ability to multitask.
Microsoft Office
2w
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Client Services Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Bachelor's preferred; knowledge of Medicare, Home Care Homebase, and OASIS a plus; supervisory experience preferred; strong computer/EMR skills and excellent communication.
Home Care Homebase, OASIS, Electronic medical record
1mo
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Client Program Manager
Columbus or Findlay or Chicago
$65k-$80k/yr OnsiteFull Time
Bachelor's degree in energy/sustainability/business/marketing, program/project management experience, CRM experience, proficiency with Microsoft Excel/PowerPoint/Outlook/OneNote, strong communication, analytical, and technical comprehension skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft OneNote, CRM
2mo
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Manager, Client Services
Cincinnati or Chicago or Maumee or Plano
$70k-$86k/yr RemoteFull Time
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
3mo
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Private Client Banker
Angola, Indiana, United States
$25-$38/hr OnsiteFull Time
Sales and relationship-building experience; FINRA S6, S63, SIE; Life and Health licenses; high school diploma required; bachelor's degree preferred; ability to advise on financial wellness.
Microsoft Windows, Microsoft Office, Excel, Word, Mobile apps
2mo
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Client Relationship Consultant 3 (Banker) Delphos, OH Office
Delphos, Ohio, United States
$22-$27/hr OnsiteFull Time
4+ YOEHigh school diploma; 4-5 years retail banking experience; NMLS registration; strong client relationship and sales skills.
1mo
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Client Relationship Representative Reserve
New Haven, Indiana, United States
FieldFull Time
1+ YOEHigh school diploma, 6+ months selling experience, 1+ year sales/banking or related experience, ability to travel daily within region, SAFE Act (NMLS) registration within 3 months, ability to obtain Notary Public, strong multitasking and product knowledge.
1mo
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Rehire Client Support Associate
Angola, Indiana, United States
OnsiteMultiple Commitments Available
Customer-service focused role; strong communication and interpersonal skills, basic computer proficiency, willingness to learn. PTIN certification required for tax preparer applicants; prior retail or customer service experience preferred but not required.
5d
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Branch Banking - Client Consultant I - Float
New Haven, Indiana, United States
$17-$23/hr OnsiteFull Time
High school/GED required. 0–3 years customer service or sales experience; financial services preferred. Strong communication, problem solving, and relationship-building skills. Able to perform moderate physical activity.