Hylant: Full-service insurance brokerage and risk management firm.
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
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hrHybridFull Time
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
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.
Sequoia Financial Group: Provides wealth management and financial planning services.
2+ YOE2+ years client service experience in wealth management, knowledge of complex entity structures and alternative investments, proficiency with Salesforce and Microsoft Office, strong communication and organizational skills.
Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, DocuSign, Schwab, Fidelity
Drips: AI platform for automated human-like consumer engagement via SMS.
4+ YOE4+ years enterprise CSM or project management experience; strong communication, organization, and client-facing skills; proficiency with Salesforce, Tableau, Microsoft Office/Teams; ability to translate data into actionable insights.
Salesforce, Tableau, Microsoft Office, Microsoft Teams
MRI Software: MRI Software provides property management and investment software for real estate.
3+ YOEBachelor's degree, 3+ years in account/client management, proficiency with CRM (Salesforce, HubSpot) and Microsoft Office, strong communication and multitasking skills.
Allied Universal: Provides security personnel, technology, and facility management services.
3+ YOE3+ years event management/supervisory experience; high school diploma; experience hiring, developing and managing staff; strong communication and multitasking; proficiency in Microsoft Office, ABI, and WinTeam.
Allied Universal: Global provider of security guard and facility management services.
3+ YOEHigh school diploma, minimum 3 years event management or supervisory experience, state licensing as required, Microsoft Office proficiency, ability to work nights/evenings/holidays, staff development and client relationship skills.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide front-line client service in a veterinary hospital: check-in clients, answer phones, manage medical records and payments; basic computer skills (Word, Excel); calm under stress and strong communication.
On Now Digital: Provides custom software solutions for industrial data management.
5+ YOE5+ years in B2B sales, business development, or professional services; proven lead generation and conversion; strong communication; CRM management; passion for mission-driven work.
Client Service Account Manager MidCorp - Healthcare Payments - Vice President
Pittsburgh or Tampa or Boston or Rochester or Ravenna or Fort Worth or Pennsylvania or Florida or Massachusetts or New York or Ohio or Illinois or Texas
$91k-$171k/yrRemoteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech or merchant services; strong relationship, organizational, and judgment skills; bachelor’s degree preferred; willingness to travel up to 20%.
Commercial Lines Senior Client Manager - Medical Malpractice
Solon, Ohio, United States
OnsiteFull Time
World Insurance Associates: Provides insurance brokerage, risk management, and financial consulting services.
3+ YOE3+ years commercial property & casualty experience, state P&C license required, strong Excel and EPIC proficiency, client service and risk analysis skills.
Microsoft Excel, Microsoft Word, Microsoft Office, EPIC
Evergreen Cooperative Laundry: Employee-owned provider of commercial laundry and linen services.
Managing phone and email client communications, routing inquiries, maintaining client database, using ControlTex/Cube, advanced Microsoft Excel, HS diploma, 1–3 years customer service or administrative experience preferred.
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, ensure accurate client materials, learn technology platforms, and deliver excellent client experiences; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
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
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
1+ YOEHigh school diploma required (associate preferred). Minimum 1 year data entry or document management experience preferred. Experience with vault/records management, confidentiality, and fast-paced customer environments. 10‑key and typing skills valued.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and maintain accuracy and compliance; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce