9 client operations specialist jobs at 7 companies in Mentor, OH
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
2d
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Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3w
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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
1mo
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Operations Specialist
Beachwood, Ohio, United States
$60k-$63k/yr HybridFull Time
2+ YOEBachelor's degree in business/finance, 2+ years client service or RIA experience, strong financial services knowledge, proficiency with Microsoft Office and CRM, excellent communication and attention to detail.
Microsoft Office Suite, LPL, Fidelity, Charles Schwab, Salesforce
1mo
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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
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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
2w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
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Small Business Client Service Specialist
Medina or Athens or Wilmington or Lima or Franklin or Buckeye Lake
OnsiteFull Time
1+ YOEBachelor's degree in risk management or related field preferred, or IRMI, PLCS, or equivalent designation; 1+ year insurance experience; active property and casualty license; commercial insurance knowledge and strong communication skills.
insurance management systems
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Small Business Client Service Specialist
Lima or Athens or Wilmington or Medina or Franklin or Buckeye Lake
OnsiteFull Time
1+ YOEBachelor's degree in risk management or related field preferred, or IRMI, PLCS, or equivalent designation; one year of insurance experience; active Property and Casualty license; commercial lines expertise and strong communication skills.