298 client operations jobs at 170 companies in Ohio
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
1+ YOEHigh school diploma, 1+ year experience in retirement account or financial services and customer-facing roles, proficiency with Microsoft Office, strong attention to detail and communication skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Alabama or Arkansas or West Virginia or Kansas or Oregon or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Utah or Mississippi or Massachusetts or Wisconsin or South Carolina or Washington or Virginia or Texas or Tennessee or Rhode Island or Pennsylvania or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware or Connecticut or Colorado or Arizona
$80k-$90k/yrRemoteFull Time
Gateway Services: Provides pet cremation, burial, and memorial aftercare services.
5+ YOE5+ MgmtBachelor's preferred;5+ years customer service/client care leadership;multi-site leadership;strong analytical and coaching skills;ability to travel up to 25%.
WovenWorks: Integrated agency providing strategic brand and structural packaging design.
8+ YOE8+ years leadership in client service/operations within agency or professional services; experience managing teams, financial acumen, resource planning, process and technology implementation; familiarity with Asana.
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEHigh school diploma/GED, 1+ year related experience, proficiency with Microsoft Office, strong attention to detail, communication and organizational skills; may require overtime and limited travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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.
Ancora: Investment advisory and wealth management firm.
3+ YOEBachelor's in Business/Finance, 3+ years client-facing experience, knowledge of custodial workflows, Microsoft Office and Dynamics CRM familiarity, strong communication, organization, and confidentiality.
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.
Sedgwick: Provides global insurance claims management and risk services.
10+ YOE5+ Mgmt10 years related experience including 3 years national account AE experience and 5 years claims/supervisory; bachelor’s degree preferred; strong leadership, client relationship, financial, negotiation, and analytical skills; PC literate/Microsoft Office.
Plano or Jacksonville or Columbus or Fort Worth or Tampa or Ravenna
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years experience in mortgage product, finance or origination operations; strong Excel and systems skills; analytical and client-facing; able to learn loan purchase processes quickly.
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
Equity Trust Company: Provider of custodial services for self-directed investment accounts.
1+ YOEMaintain secure document and asset custody, process and index high volumes of mail and correspondence, perform vault audits, handle confidential client records, and use Microsoft Office and scanning/workflow systems.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Forge Biologics: Provides contract manufacturing and development for gene therapies.
3+ YOEBachelor's in Life Sciences or Business; 3+ years in client relations/account management; strong communication; travel up to 25%; onsite in Columbus 2-3 days/week.
CRM, Project management tools, HubSpot, Smartsheet, Microsoft Teams
CLEVELAND Operations Specialist, Information Governance - Client Services
Cleveland, Ohio, United States
$70k-$80k/yrOnsiteFull Time
Jones Day: Global law firm providing comprehensive legal and litigation services.
Degree or relevant experience in computer/information science preferred; experience/exposure to information management and databases; substantial familiarity with Microsoft Office, SharePoint, and Smartsheet.
Microsoft Office, Microsoft SharePoint, Smartsheet
MPOWERHealth: Provides clinical neuromonitoring and healthcare practice management solutions.
3+ YOE3+ years account management experience in healthcare revenue cycle, bachelor's degree or equivalent, strong client engagement, data analysis, presentation, and cross-functional leadership skills.
SalesForce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Acosta Group: Provides retail sales and marketing services for consumer brands.
Bachelor's degree, strong communication and presentation skills, advanced MS Office (Excel, Word, PowerPoint, Outlook), knowledge of Trade Promotion Management Systems, client interaction and supervisory ability.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
Integrated Services for Behavioral Health: Provides mental health, addiction treatment, and housing services.
2+ YOE2+ years insurance/navigation experience in behavioral health or healthcare; high school diploma/GED required; advanced communication and organizational skills; valid drivers license and ability to operate a vehicle; proficiency in Microsoft Office and EHR data entry.
Microsoft Excel, Microsoft Word, Microsoft Outlook, ECR, HER
Western & Southern Financial Group: Provides life insurance, annuities, and investment management services.
Bachelor's in finance or business required; experience in process improvement/operational excellence; familiarity with portfolio management, CRM and Orion; strong analytical, communication, and Microsoft Office skills; handling confidential information.