32 client operations specialist jobs at 20 companies in Ohio
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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
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
1w
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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
1w
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Client Specialist, Campus Health
Cincinnati, Ohio, United States
HybridFull Time
1+ YOERequires 2+ years in account management, client services, or insurance operations; strong organization and communication; CRM or project management tools; Microsoft Office, Canva, and AI tools; insurance producer license required or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Canva, Claude
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
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Client Insurance Specialist
Chillicothe, Ohio, United States
$21-$25/hr OnsiteFull Time
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
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
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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
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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
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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
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
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)
2w
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Operations Support Specialist - Multi Site Janitorial (Supervisor)
Columbus or Zanesville or Logan or Cambridge or Marion
$23/hr FieldFull Time
Reliable transportation, ability to pass drug and background checks, and skills to supervise, train, inspect, and support janitorial teams across multiple client sites.
work tickets
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Retirement Plan Operations Onboarding Specialist
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Microsoft Office
1w
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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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Senior Insurance Authorization Specialist
United States or Ohio
$19-$24/hr RemoteFull Time
1+ YOEHigh school diploma/GED required; 1-3 years related experience; CRCR required within 9 months; authorization/revenue cycle experience preferred; strong communication and inquisitive mindset; willingness to travel to client sites.
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Client Services - Service Desk Student Specialist I - Information Technology Services
Bowling Green, Ohio, United States
$13/hr OnsitePart Time
Must be enrolled full time at BGSU Main Campus, work at least 12 hours weekly, lift 50 lbs, and be familiar with Windows, Mac, and one mobile device operating system.
Windows, Mac
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Lifestyle Home Loan Specialist
Dublin, Ohio, United States
OnsiteFull Time
Build referral relationships, educate partners and clients about specialized mortgage programs, provide exceptional client service, and collaborate with operations; mortgage experience helpful but training provided.
1mo
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ChoicePay Support Specialist Lead
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years experience in operations, payments, financial services or client support; experience guiding teams, coordinating workflow, quality control, escalations; knowledge of commercial payment processes and Excel.
ChoicePay, Microsoft Office, Microsoft Excel
3d
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Community Re-Entry Specialist
Toledo, Ohio, United States
$17/hr OnsiteFull Time
High school diploma or GED required; proficiency in Microsoft Office applications and personal computer peripherals. Must monitor clients and support 24/7 facility operations.
Microsoft Office
1w
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Platform Integration Specialist - Onboarding PM
Omaha or Lehi or Philadelphia or Cincinnati or Kentucky
$31-$46/hr HybridFull Time
6+ YOEBachelor's degree and 6+ years in onboarding, platform integration, or technical operations. Requires API, data integration, workflow optimization, project management, client escalation, and team leadership expertise.
API, AI, automation tools, Cloud Platform, Database Management, Middleware, Software Development
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