1w
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
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.
2w
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Client Assistant
Cleveland, Ohio, United States
$22-$29/hr OnsiteFull Time
2+ YOE2+ years relevant experience; strong client service, detail orientation, Microsoft Office proficiency; expected to obtain SIE, Series 7 and 66 within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
4d
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
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.
1mo
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Client Associate
Cleveland, Ohio, United States
$58k-$72k/yr OnsiteFull Time
2+ YOESeries 7 and 66 (or willingness to pass), 2+ years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office, excellent communication, strong attention to detail and discretion.
Microsoft Office Suite
1w
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Sr. Client Manager
Cleveland, Ohio, United States
$66k-$129k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims management or HS/GED with 10+ years; 1+ year supervisory experience; strong communication, financial acumen, and consultative client management skills.
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
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.
1mo
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
1mo
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Client Partner Director
Denver or Atlanta or Austin or Bentonville or Boston or Chicago or Cincinnati or Cleveland or Dallas or Houston or Jersey City or Minneapolis or Nashville or New York City or Los Angeles or San Francisco or Seattle or St. Louis or United States
$250k-$290k/yr HybridFull Time
8+ YOE8+ years in consultative, data-driven sales or client strategy; proven executive-level selling, multi-product deal negotiation, strong commercial/analytical skills, leadership/mentorship, US work authorization, ability to travel ~40%+.
Looker, Salesforce, Google Suite
1mo
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Client Services Facilitator
Cleveland, Ohio, United States
$18-$24/hr OnsiteFull Time
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.
Microsoft Excel, ControlTex, Cube
3mo
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Client Executive - Retirement Planning
Cleveland, Ohio, United States
OnsiteFull Time
5+ YOELead client relationships for retirement plans; manage multi-national accounts; drive growth; mentor team.
3mo
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Senior Client Advocate
Cleveland, Ohio, United States
$195k-$235k/yr OnsiteFull Time
10+ YOE10+ years commercial P&C insurance in client-facing role; renewal end-to-end knowledge; coverage form analysis; client relationship management; strong communication; project management; P&C license; some travel.
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinate client flow and pets through the hospital; support veterinary team; ensure friendly communication and a welcoming environment.
3d
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Client Partner (Director) – Cincinnati
Cincinnati or Cleveland or Columbus
$164k-$246k/yr OnsiteFull Time
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
3w
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Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
2mo
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Client Billing Specialist
Cleveland, Ohio, United States
OnsiteFull Time
2+ YOE2+ years customer-service or billing experience; strong Excel/Oracle skills; ability to manage client invoices, collections, reconciliations, and resolve contract-related questions.
Microsoft Excel, Microsoft Outlook, Oracle
2mo
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Client Support Assistant
Cleveland, Ohio, United States
OnsiteFull Time
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
1mo
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Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
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
2w
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Client Success Manager
Cleveland, Ohio, United States
RemoteFull Time
4+ YOE4+ years enterprise CSM or project management experience; strong communication, organization, and client-facing skills; proficiency with Salesforce, Tableau, Microsoft Office/Teams; ability to translate data into actionable insights.
Salesforce, Tableau, Microsoft Office, Microsoft Teams
1w
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Client Engineer
Wickliffe, Ohio, United States
HybridFull Time
4+ YOEBachelor's degree or equivalent experience, 4+ years managing enterprise Windows endpoints and management platforms, experience with Microsoft Entra ID, Intune, Autopilot, Autopatch, Active Directory, PowerShell and WSL, strong documentation and communication skills.
Microsoft Entra ID, Microsoft Intune, Active Directory, Windows Autopilot, Microsoft Autopatch, PowerShell, Windows Subsystem for Linux (WSL), Windows 10, Windows 11, Group Policy
2mo
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Client Account Representative - Temporary
Hudson or Indianapolis
OnsiteTemporary
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.
Microsoft Office Suite
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