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.
3w
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Microsoft Office Suite
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
5d
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree or equivalent, 1+ year experience, strong communication and organizational skills, client service orientation, proficient with Microsoft Office and CRM, ability to travel to other offices.
Microsoft Office, CRM
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
4w
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Client Manager
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years client management experience; experience with regulated utilities, co-ops or T-line contractors preferred; strong communication, analytical, and project coordination skills; pre-employment physical required.
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.
1w
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Client Service Lead
Lockbourne, Ohio, United States
OnsiteFull Time
3+ YOEHigh school diploma/GED, 3+ years client service experience, freight forwarding knowledge, strong problem-solving and communication skills, ability to multi-task and handle client complaints.
2mo
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Client Service Coordinator
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Coordinate client flow, assist clients and pets, educate on wellness plans, perform administrative tasks, and promote services.
3w
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Senior Client Leader
Cincinnati, Ohio, United States
OnsiteFull Time
4+ YOE4+ years client leadership/project management in an agency; managing multiple projects and budgets; strong communication, presentation, organization, analytical and leadership skills; experience with digital campaigns.
1w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
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.
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
2mo
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Client Leader | Workplace
Columbus, Ohio, United States
OnsiteFull Time
12+ YOEBachelor’s degree in Architecture, Interior Design, or related field; Architectural License or NCIDQ preferred; 12+ years design/architecture experience; 5+ years in Workplace Market; strong client service and leadership.
1d
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Client Success Lead
Columbus, Ohio, United States
$55k-$65k/yr FieldFull Time
4+ YOE4+ years in client success/account management/hospitality or food service; experience managing staff preferred; ability to lift 40 lbs; authorized to work in the U.S.; strong communication and leadership skills.
1d
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Client Service Representative
Springfield, Ohio, United States
OnsiteFull Time
Provide excellent client service: greeting visitors, answering phones, scheduling, processing payments, managing medical records, educating clients on basic pet care.
Workday
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
5d
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Client Service Consultant
Clifton Park or Albany or Arizona or Florida or Georgia or Idaho or Illinois or Massachusetts or Maryland or Minnesota or Missouri or North Carolina or Ohio or Pennsylvania or South Carolina or Texas or Virginia or Wyoming or New York
$20-$26/hr HybridFull Time
4+ YOE4+ years client-facing experience supporting VIP clients; bachelor's degree or equivalent; strong communication, confidentiality, Microsoft Office, CRM and payroll/HR software proficiency.
Microsoft Office Suite, CRM tools, Payroll/HR software
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
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