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
2w
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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
2w
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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
1mo
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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
4w
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Client Service Specialist - Commercial Insurance
Toledo, Ohio, United States
OnsiteFull Time
2+ YOE2+ years insurance client service experience; Bachelor’s degree in business/insurance/risk management (or equivalent); active Property & Casualty license; intermediate Microsoft Office skills; strong communication and attention to detail.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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
6d
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Manager, Fleet Client Services
Indiana or South Bend or Fort Wayne or Toledo
$74k-$111k/yr RemoteFull Time
6+ YOE1+ MgmtBachelor's degree and 6+ years account management experience, 1+ year management, valid driver's license, strong client relationship, sales and strategic leadership skills, travel up to 40-50%.
Microsoft Teams
1mo
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Client Service Representative
Findlay, Ohio, United States
OnsiteFull Time
Providing front-desk customer service for pet owners, scheduling and confirming appointments, answering phones, processing payments, managing medical records, and maintaining facility cleanliness.
Workday
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
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.
3d
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WIC Client Service Rep
Fort Wayne, Indiana, United States
$11-$13/hr OnsiteFull Time
1+ YOEHigh school diploma/GED,1+ year office experience,proficiency with practice management software and basic math,knowledge of WIC policies,customer service and communication skills.
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.
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.
4d
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Branch Banking - Client Consultant I - Float
Fort Wayne, Indiana, United States
$17-$23/hr OnsiteFull Time
High school/GED, 0–3 years customer service or sales experience, financial services experience preferred; must follow compliance and process accurate financial transactions.
6d
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Toledo, Ohio
Toledo, Ohio, United States
OnsiteFull Time
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.
2mo
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Client Registration/Intake Specialist
Toledo, Ohio, United States
$16/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent; two years relevant office experience preferred; proficiency with Microsoft Office and EHR systems; strong attention to detail and communication skills.
Microsoft Office 365, Excel, Electronic Health Records
1w
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Work From Home - Client Services Associate
Fort Wayne, Indiana, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity and desire to help families; remote work capability and Zoom for interviews.
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