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
20h
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Client Care Technician
Bowling Green or Perrysburg
OnsiteFull Time
Provides clerical and basic clinical client care; must maintain confidentiality, complete documentation, and be willing to train; flexible schedule required.
3mo
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Client Service Representative
Tiffin, Ohio, United States
OnsiteFull Time
Excellent client service, cash handling experience beneficial, proficiency with banking software and basic computer skills, ability to manage multiple priorities, maintain confidentiality.
Banking software, Cash handling, Keyboard, Ten-key pad, Basic computer systems
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
2mo
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Client Service Manager - Commercial Insurance
Toledo or Cleveland
HybridFull Time
3+ YOEBachelor's in business, insurance, or risk management; 3+ years insurance client service; active Property & Casualty license; MS Office; CIC or CRM designation encouraged.
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
1d
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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
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.
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
1d
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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.
3mo
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Client Registration/Intake Specialist
Toledo, Ohio, United States
OnsitePart Time
2+ YOEHigh school diploma or equivalent; two years of related office experience preferred; proficient with Microsoft Office 365 and EHR systems; strong attention to detail and communication.
2mo
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Senior Client Success Manager
Maumee, Ohio, United States
$113k-$146k/yr HybridFull Time
10+ YOE10-15 years B2B sales/engineering experience; BS in engineering or related field; MBA preferred; travel 50-75%.
MS Office
1mo
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Client Support & Benefits Representative
Toledo, Ohio, United States
RemoteFull Time, Part Time
Requires or willingness to obtain an insurance license; strong communication, interpersonal and time-management skills; self-motivated with basic CRM/computer skills; remote sales experience preferred.
CRM
1w
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Lab Client Service Representative – Core Laboratory – St. Vincent Medical Center
Toledo, Ohio, United States
OnsiteFull Time
High school diploma/GED required; medical administrative experience preferred; ability to collect and process specimens, perform data entry, answer phones, and provide customer service.
3w
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Client Care Specialist | Experienced Home Health Aide (HHA) or State Tested Nursing Assistant (STNA)
Upper Sandusky, Ohio, United States
$16-$18/hr FieldFull Time, Part Time
Must be an experienced HHA or STNA with reliable transportation, valid Ohio driver’s license, auto insurance, ability to pass background/drug screen, able to lift 50 lbs, tech-savvy, and able to work flexible daytime shifts.
3mo
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Accounts Receivable Analyst (Client Opening)
Toledo, Ohio, United States
OnsiteFull Time
Accounts receivable experience, cash application, or general accounting; strong Excel; detail-oriented; good communication.
Microsoft Excel
2mo
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Practice Leader-Private Client/Personal Lines
Adrian, Michigan, United States
OnsiteFull Time
10+ YOE5+ Mgmt10+ years in personal insurance with high-net-worth segment; P&C license required; proven leadership; strong carrier knowledge and relationships.