25 client operations jobs at 18 companies in Bryan, OH
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
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.
Dynata: Collects first-party data and provides insights for business decisions.
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
Swiss ReSIX Swiss Exchange: SREN: Provides global reinsurance and insurance-based risk management solutions.
Experience in reinsurance administration, strong communication, analytical and project management skills; ability to lead client meetings, identify issues, and develop solutions.
Branch Operations Lead - Southgate Pettit - Fort Wayne, IN
Fort Wayne, Indiana, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOE1+ years retail banking experience, high school/GED, strong operational accuracy, leadership, regulatory compliance, and client service skills; ability to work branch hours including evenings and weekends.
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
2+ YOEHigh school diploma/GED or associate degree in lieu of experience, 2–3 years of client support and operations experience, strong communication, adaptability, multitasking, and Microsoft Office Suite proficiency.
IMPACT, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
Boyd Group ServicesToronto Stock Exchange: BYD: Provides automotive collision and glass repair services.
Post-secondary education or equivalent and proven leadership experience in a collision repair environment or similar role. Requires communication, accuracy, client service, coaching, and management skills.
Risk Strategies: Specialty insurance brokerage and risk management advisory firm.
7+ YOERequires a P&C insurance license, 7+ years of personal lines experience, leadership experience, and client-facing insurance company or brokerage experience. Bachelor's degree preferred.
Yellowstone Landscape: Commercial landscape maintenance and property enhancement services provider.
Lead landscape crews; manage maintenance operations; ensure safety, productivity, and client satisfaction; bilingual a plus; high school diploma; valid driver’s license.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
Mid-State Industrial Maintenance: Provides maintenance, repair, and overhaul services for industrial facilities.
Supervise journeymen industrial mechanics, perform hands-on repair/welding, operate heavy equipment, travel to client worksites, pass drug screen and background check, and meet physical demands.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
2+ YOEHigh school diploma, minimum 2 years behavioral healthcare experience (eating disorders preferred), ServSafe certification preferred, food safety and sanitation knowledge, client-facing service and leadership in kitchen operations.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
3+ YOE3 years client-facing retail/service experience, strong communication and coaching skills, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and scanner operation.
10+ YOEBachelor's or equivalent,10+ years logistics/supply chain experience managing vendors/3PL,5+ years client-facing logistics support,SQL knowledge,operations Six Sigma preferred,ability to travel up to 25%.
R.W. Mercer: Construction and service provider for petroleum and commercial facilities.
Must follow safety practices, perform compliance inspections and testing of fueling and monitoring equipment, travel to client sites, operate testing devices and tools, document results, valid driver\u0002s license and ability to work in all weather.