33 client operations jobs at 23 companies in Defiance, 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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Hylant: Full-service insurance brokerage and risk management firm.
Strong communication, problem-solving, and multitasking; experience in employee benefits/renewals preferred; proficiency in Microsoft Word/Excel/PowerPoint/Outlook and Epic; experience with RFPs, financial analysis, and alternate medical funding.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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.
Managed Services - Revenue Integrity/CDI/HIM - Director
Atlanta or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Louisville or Birmingham or St. Louis or Salt Lake City or Albany or Tampa or Toledo or Austin or Tulsa or Washington or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Boca Raton or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Orlando or Greensboro or Phoenix or Pittsburgh or Houston
$155k-$410k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEBachelor's degree, 8+ years experience, expertise in financial operations, financial statement analysis, forecasting/modeling, AP/AR, process improvement, client relationship management and leadership.
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.
Fremont or Toledo or Cleveland or United States or Australia or United Kingdom or Canada or Ireland or Germany or Italy or France or Spain or Chile or China or India or Japan
$60k/yrOnsiteFull Time
AramarkNYSE: ARMK: Provides food and facility management services to diverse organizations.
1+ YOE1+ MgmtAt least 1 year of experience, including 1 year in management; strong interpersonal, customer service, client relationship, operational, financial, safety, and food service skills. Bachelor's degree preferred.