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
4d
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Westerville Client Service Coordinator
Westerville, Ohio, United States
$15-$20/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative tasks, use practice software and Microsoft Office, handle payments, and educate clients on wellness plans.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
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
4w
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Client Solutions Manager
Westerville or Norwood
$22-$31/hr OnsiteFull Time
Amplix: Provides technology advisory, managed services, and cloud optimization solutions.
Serve as primary client point of contact, manage implementations/transitions, deliver recurring reports and deliverables, achieve SLA targets, and coordinate with internal teams and carriers.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, SAP
2mo
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Client Coordinator
Westerville, Ohio, United States
$22/hr OnsiteMultiple Commitments Available
Part-time, seasonal schedule; strong communication, organization, and computer skills; high school diploma or equivalent; experience in receptionist/administrative role preferred.
Microsoft Office Suite, Word, Excel, Outlook
6d
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Client Services Manager
Orlando or Florida or Eden Prairie or New Albany or Georgia or Dublin
$80k-$136k/yr OnsiteFull Time
8+ YOE1+ MgmtBachelor's degree preferred; CPCU/AIC/ARM pursuit required; eight years related experience (or equivalent) with supervisory experience; strong claims, pricing, invoicing, and client relationship skills; Microsoft Office proficiency.
Microsoft Office
1mo
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PT Client Experience Host
Westerville, Ohio, United States
$11/hr OnsitePart Time
Outgoing, organized part-time host who can greet clients, run check-ins, manage communications, and convert interest to sales; must have reliable transportation and be eligible to work in the U.S.
1mo
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Work From Home - Client Benefits Advisor
Newark, Ohio, United States
RemoteFull Time
Remote advisor role working with inbound/interested clients; no cold outreach. Seeking competitive, self-starting, coachable individuals able to guide, educate, and advance clients toward next steps.
Zoom
2w
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Premier Client Banker - PNC Wealth Management
Powell, Ohio, United States
$64k-$106k/yr OnsiteFull Time
3+ YOEDrive mass-affluent client acquisition and revenue growth; bachelor’s degree (or equivalent); 3+ years relevant experience; FINRA Series 7 and 66 (or 63 & 65) and life & health insurance license required; strong sales, relationship management, and communication skills.
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
2w
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Registered Client Relationship Analyst
New Albany, Ohio, United States
OnsiteFull Time
High school diploma required; Series 7 and Series 66 or Series 63 and 65 required; strong client service, Microsoft Office and financial product knowledge; exceptional communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MS Online, eSign, eAuthorization, Zoom
1w
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Client Advisor - Columbus, OH Easton Town Center
Columbus, Ohio, United States
$19-$22/hr OnsiteFull Time
3+ YOERetail or hospitality experience with proven commercial results; ability to build client relationships; proficiency with POS and Microsoft Outlook; flexible to work days/nights/weekends/holidays; must be authorized to work in the hiring country.
Point of Sale (POS), Microsoft Outlook
2w
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Registered Client Relationship Analyst
New Albany, Ohio, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support for financial advisors; requires high school diploma (college preferred), Series registrations, 2+ years industry experience preferred, advanced Microsoft Office skills, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MS Online, eSign, eAuthorization, Zoom
1w
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Asset Management – Client Account Manager – Associate
New York or Jersey City or Columbus
$86k-$150k/yr OnsiteFull Time
Previous asset management client service experience, degree-level education, excellent oral/written communication, attention to detail, multitasking, proactive and adaptable.
3w
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Client Insurance Specialist
Newark or Ohio
$21-$25/hr FieldFull Time
2+ YOE2-3 years experience in behavioral health insurance verification/authorizations or billing support; HS diploma required; associate or bachelor\u0002s preferred in related fields; strong communication, EHR and spreadsheet skills; valid driver\u0002s license.
Electronic Health Records (ECR/HER), Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
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Client Relationship Consultant 2 (Banker) Doylestown OH
Doylestown, Ohio, United States
$20-$25/hr OnsiteFull Time
3+ YOEHigh school diploma or equivalent, typically 3+ years retail banking experience, NMLS registration required, background and credit check, BSA/Regulatory compliance knowledge, strong client relationship and communication skills.
1mo
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Client Service Representative at Akron-Medina Veterinary Hospital
Medina, Ohio, United States
$15-$18/hr OnsiteFull Time
High school diploma or equivalent; ability to work weekends; previous veterinary experience and client satisfaction references preferred; practices OSHA safety techniques and PPE.
1mo
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Client Service Representative at Akron-Medina Veterinary Hospital
Medina, Ohio, United States
$15-$18/hr OnsiteFull Time
High school diploma or equivalent; ability to work weekends; previous veterinary or client-service experience preferred; strong communication, organization, cash-handling, scheduling, and record-keeping skills; OSHA/PPE practice.
2w
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TM Client Support Specialist II
Independence or Pittsburgh or Indiana or Cincinnati or Powell
HybridFull Time
3+ YOEHigh school diploma required; 3 years treasury management/accounting experience preferred; strong analytical, communication, and math skills; product implementation and troubleshooting experience.
Business Online Banking, TM Online, ACH Origination, Wires, Positive Pay, Lockbox, Cash Vault, Remote Deposit Capture, BAI, EDI
5d
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Client Project Manager
North Canton or Atlanta or Wilmington or Columbus
$80k-$95k/yr OnsiteFull Time
2+ YOEDiploma or equivalent experience; 2+ years client project/program management; strong English; knowledge of Microsoft Office; experience in scoping, budgeting, scheduling, risk and change management.