1,140 client jobs at 411 companies in Medina, OH
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accurate client materials, learn technology platforms, and deliver excellent client experiences; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
Client Manager - Group Benefits
Cleveland, Ohio, United States
OnsiteFull Time
3+ YOE3+ years employee benefits experience, strong client management, financial analysis, EPIC and Microsoft Office proficiency, life and health license required, bachelor\u0002s degree preferred.
EPIC, Microsoft Excel, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
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.
1w
Save
Mark Applied
Hide
Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Client Service Specialist
Canton, Ohio, United States
$55k-$70k/yr OnsiteFull Time
Customer-focused role involving inquiry response, product/service information, and client interactions; strong communication and problem-solving skills; independent worker; legal industry knowledge a plus.
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Executive
Cleveland, Ohio, United States
$83k-$150k/yr FieldFull Time
2+ YOE2+ years relevant sales experience; proven revenue growth, wireless/telecom/technology sales experience, new logo acquisition, CRM use (Salesforce), strong executive relationships, willingness to travel up to 20%, valid driver’s license preferred.
Salesforce
4d
Save
Mark Applied
Hide
Client Specialist
Akron, Ohio, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; must obtain SIE and Series licenses within 18 months if not already held; proficiency with Microsoft Office; strong communication, organization, compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3mo
Save
Mark Applied
Hide
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