1w
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
6d
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.
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
20h
Save
Mark Applied
Hide
Client Care Technician
Bowling Green or Perrysburg
OnsiteFull Time
Provides clerical and basic clinical client care; must maintain confidentiality, complete documentation, and be willing to train; flexible schedule required.
3mo
Save
Mark Applied
Hide
Client Service Representative
Tiffin, Ohio, United States
OnsiteFull Time
Excellent client service, cash handling experience beneficial, proficiency with banking software and basic computer skills, ability to manage multiple priorities, maintain confidentiality.
Banking software, Cash handling, Keyboard, Ten-key pad, Basic computer systems
1mo
Save
Mark Applied
Hide
Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
CRM, Infor, Deltek, E-Verify
3mo
Save
Mark Applied
Hide
Client Service Coordinator - 000532
Parma, Ohio, United States
$15-$19/hr OnsiteFull Time
0+ YOEFull-time client-focused role at a veterinary hospital requiring strong communication and coordination skills.
2mo
Save
Mark Applied
Hide
Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to Financial Advisors and teams; handle account documentation, inquiries, and data entry; support client relationships and onboarding.
Microsoft Office
1w
Save
Mark Applied
Hide
Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
2+ YOE2+ years brokerage/client support experience, FINRA Series 7 and 63 required, customer service and administrative skills, intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
Save
Mark Applied
Hide
Client Service Manager - Commercial Insurance
Toledo or Cleveland
HybridFull Time
3+ YOEBachelor's in business, insurance, or risk management; 3+ years insurance client service; active Property & Casualty license; MS Office; CIC or CRM designation encouraged.
Microsoft Office, Excel, Word, PowerPoint, Outlook
3mo
Save
Mark Applied
Hide
Private Client Group Sales
Toledo, Ohio, United States
$85k-$125k/yr OnsiteFull Time
3+ YOEProspecting and closing sales for high-net-worth clients; strong insurance knowledge; proven sales record; proficient with Excel/Outlook; able to manage multiple projects.
Excel, Outlook, Agency website, Mobile app
1d
Save
Mark Applied
Hide
Manager, Fleet Client Services
Indiana or South Bend or Fort Wayne or Toledo
$74k-$111k/yr RemoteFull Time
6+ YOE1+ MgmtBachelor's degree and 6+ years account management experience, 1+ year management, valid driver's license, strong client relationship, sales and strategic leadership skills, travel up to 40-50%.
Microsoft Teams
2w
Save
Mark Applied
Hide
Branch Banking - Client Consultant I (Part-Time)
Brook Park, Ohio, United States
$17-$23/hr OnsitePart Time
0+ YOEHigh school diploma/GED, less than 2 years customer service/sales experience, ability to perform teller transactions, follow regulatory and compliance policies, and meet sales and client service goals.
2mo
Save
Mark Applied
Hide
Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
High school diploma (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65. 2+ years industry experience preferred. Advanced Microsoft Office, client service, and knowledge of financial products.
MS Online, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Specialist
Medina, Ohio, United States
RemoteFull Time
Remote, commission-oriented role guiding interested clients through benefits options; requires strong communication, coachability, work ethic; training and warm leads provided.
Zoom
3mo
Save
Mark Applied
Hide
Client Onboarding Specialist
Westlake, Ohio, United States
HybridFull Time
3+ YOEThree+ years in customer service in financial services; associate degree preferred; retirement product knowledge; in-person collaboration.
Microsoft Office, Typing (45 WPM), 10-key
4w
Save
Mark Applied
Hide
Client Protection Advisor
Lorain, Ohio, United States
$150k-$200k/yr RemoteFull Time, Part Time
Driven, coachable individuals; must live in the U.S. and be a U.S. citizen or legal/permanent resident. Commission-only role with leads provided; no cold calling.
1w
Save
Mark Applied
Hide
Client Relationship Consultant 3 - Strongsville Office
Strongsville, Ohio, United States
$24-$29/hr OnsiteFull Time
4+ YOEHigh school diploma, typically 4–5 years retail banking experience, NMLS registration required, strong client relationship, sales and digital product knowledge, background and credit checks.
1mo
Save
Mark Applied
Hide
Client Service Representative at Akron-Medina Veterinary Hospital
Medina, Ohio, United States
$15-$18/hr OnsiteFull Time
High school diploma or equivalent; ability to work weekends; previous veterinary experience and client satisfaction references preferred; practices OSHA safety techniques and PPE.