94 client operations jobs at 59 companies in Solon, OH
2w
Save
Mark Applied
Hide
Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
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
1w
Save
Mark Applied
Hide
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.
3w
Save
Mark Applied
Hide
Client Success Partner - Payroll Operations
Brecksville, Ohio, United States
OnsiteFull Time
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
Save
Mark Applied
Hide
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.
1d
Save
Mark Applied
Hide
Operations & Client Service Professional
Mayfield Heights, Ohio, United States
OnsiteFull Time
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
6d
Save
Mark Applied
Hide
Correspondent Client Support Manager
Plano or Jacksonville or Columbus or Fort Worth or Tampa or Ravenna
OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
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
Save
Mark Applied
Hide
CLEVELAND Operations Specialist, Information Governance - Client Services
Cleveland, Ohio, United States
$70k-$80k/yr OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Client Consulting Manager
Austin or Bentonville or Cleveland or Miami or Nashville or Seattle
$153k-$163k/yr OnsiteFull Time
3+ YOEBachelor's degree preferred, 3+ years relevant experience, supervisory experience, staffing and performance management experience preferred, strong Microsoft Office and analytical skills, leadership and financial aptitude.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
Save
Mark Applied
Hide
Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
2mo
Save
Mark Applied
Hide
Client Support Assistant
Cleveland, Ohio, United States
OnsiteFull Time
Supports client and account operations, digital tooling, and service delivery in a wealth management setting; requires high school diploma; finance experience and strong digital skills preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Custodial platforms, Document management systems
2mo
Save
Mark Applied
Hide
Client Account Representative - Temporary
Hudson or Indianapolis
OnsiteTemporary
1+ YOE1–3 years experience in client service or financial operations; bachelor’s preferred; familiarity with transaction processing, client account structures, Microsoft Office; strong communication, attention to detail, and ability to follow procedures.
Microsoft Office Suite
2mo
Save
Mark Applied
Hide
Institutional Client Management Consultant
Raleigh or Akron
OnsiteFull Time
6+ YOE6+ years client services experience supporting retirement plans, understanding of plan operations/recordkeeping/investments, proficiency with CRM systems and MS Office, strong communication and problem-solving skills.
CRM systems, MS Office Suite
2w
Save
Mark Applied
Hide
Operations Associate - Part Time
Beachwood, Ohio, United States
$18-$21/hr OnsitePart Time, Full Time
1+ YOE1-2 years retail or client-facing experience, strong organization and communication, ability to lift up to 50 lbs, available nights/weekends/holidays, reliable attendance.
4w
Save
Mark Applied
Hide
Operations Associate - Full Time
Fairlawn, Ohio, United States
$18-$21/hr OnsiteFull Time, Part Time
1+ YOE1-2 years retail or client-facing experience, ability to lift up to 50 pounds, strong communication and organizational skills, punctual and available for peak retail hours.
2w
Save
Mark Applied
Hide
Specialist, Client Service Management II
Pittsburgh or Cleveland
$52k-$85k/yr OnsiteFull Time
3+ YOE3+ years in banking, wealth management, client service or operations; strong organization, communication, and attention to detail; proficiency with Microsoft Office and client servicing platforms.
Microsoft Office
1mo
Save
Mark Applied
Hide
Client Market Analyst - Employee Benefits
Toledo or Cincinnati or Columbus or Cleveland
HybridFull Time
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
4w
Save
Mark Applied
Hide
Client Support Specialist – Standard Commercial Lines
Akron or Ohio or Kentucky or Florida
HybridFull Time
2+ YOE2+ years Commercial Lines P&C experience, active Ohio P&C license, high school diploma/GED, proficiency with AMS360, ImageRight, carrier portals, Microsoft Excel/Word, strong attention to detail and communication.
Microsoft Excel, Microsoft Word, AMS360, ImageRight
1w
Save
Mark Applied
Hide
Client Experience Manager
Kent or Memphis or Austin or Parsippany-Troy Hills or Marietta or Houston or McKinney or United States
$85k-$100k/yr OnsiteFull Time
5+ YOE5+ Mgmt5+ years managing customer relations, operations and procurement; high school diploma required; valid driver’s license; pass drug screen and background check; ability to read contracts and technical documents; strong verbal and written English.
5d
Save
Mark Applied
Hide
Field Operations Manager
Medina or Akron
$50k-$55k/yr OnsiteFull Time
Lead regional janitorial operations, manage teams, maintain client relationships, perform facility inspections, and oversee staffing, scheduling, and supply costs.