298 client operations jobs at 170 companies in Ohio

2w
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
Equity Trust Company
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
2w
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Manager, Client Care Operations
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/yr RemoteFull Time
Gateway Services
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%.
5d
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Executive Director, Client Success Operations
Cincinnati, Ohio, United States
RemoteFull Time
WovenWorks
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.
Asana
3w
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Temporary Client Operations Specialist - Tax
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hr OnsiteFull Time
Baker Tilly
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
4w
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
UBS
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.
Microsoft Office Suite
1w
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
UBS
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.
3w
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Client Success Partner - Payroll Operations
Brecksville, Ohio, United States
OnsiteFull Time
Ahola
Ahola: Provider of payroll, tax, and human resources management services.
2+ YOEMinimum 2 years hands-on payroll processing; Associate degree preferred or 4 years payroll experience; FPC/CPP preferred; multi-state payroll, Excel/Outlook/Word/PowerPoint and import/export (.txt/.csv) experience required.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
2w
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Sr. Client Manager
Cleveland, Ohio, United States
$66k-$129k/yr HybridFull Time
Arthur J. Gallagher & Co.
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.
1d
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Operations & Client Service Professional
Mayfield Heights, Ohio, United States
OnsiteFull Time
Ancora
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.
Microsoft Office, Microsoft Dynamics CRM
1mo
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Client Associate, Registered
Sylvania, Ohio, United States
OnsiteFull Time
UBS
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.
Microsoft Office
1mo
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AVP Client Services
Ohio, United States
$120k-$130k/yr RemoteFull Time
Sedgwick
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.
Microsoft Office
5d
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Correspondent Client Support Manager
Plano or Jacksonville or Columbus or Fort Worth or Tampa or Ravenna
OnsiteFull Time
JPMorgan Chase
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.
Microsoft Excel
2mo
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Operations Supervisor – Water Transfer Operations
Cambridge, Ohio, United States
OnsiteFull Time
Keystone Clearwater Solutions
Keystone Clearwater Solutions: Provides water and wastewater management for energy and industrial sectors.
2+ YOEOversee water transfer field operations, lead teams, ensure safety, schedule, and budget; client liaison.
Mobile reporting tools
1w
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Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
Equity Trust Company
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
2mo
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Client Relations Manager
Columbus, Ohio, United States
HybridFull Time
Forge Biologics
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
2mo
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CLEVELAND Operations Specialist, Information Governance - Client Services
Cleveland, Ohio, United States
$70k-$80k/yr OnsiteFull Time
Jones Day
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
2mo
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Clinical Client Success Manager
Columbus, Ohio, United States
HybridFull Time
MPOWERHealth
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
1w
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Manager Client Solutions Sr
Lewisville or San Antonio or Cincinnati
$73k-$91k/yr HybridFull Time
Acosta Group
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
1mo
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Client Insurance Specialist
Chillicothe, Ohio, United States
$21-$25/hr OnsiteFull Time
Integrated Services for Behavioral Health
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 driver’s license and ability to operate a vehicle; proficiency in Microsoft Office and EHR data entry.
Microsoft Excel, Microsoft Word, Microsoft Outlook, ECR, HER
1mo
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Private Client Group Operations Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Western & Southern Financial Group
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.
Orion, CRM, Microsoft Office