27 client services administrator jobs at 15 companies in Centerville, OH
2mo
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Client Services Representative (IN- PERSON)
Cincinnati, Ohio, United States
$18-$20/hr HybridFull Time
1+ YOEAssociate's degree or 1–3 years client services/administrative experience; proficiency in Microsoft Office (Excel, Word, Outlook); strong communication, reasoning, and customer service skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook
2mo
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Client Support Assistant
Kenwood, Ohio, United States
OnsiteFull Time
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
CRM systems, Document management, Custodial platforms, Office productivity tools, Reporting tools
1mo
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Client Service Coordinator - 001469
Mason, Ohio, United States
$15-$19/hr OnsiteFull Time
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, promote hospital services and wellness plans, and communicate clearly in English.
2d
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Branch Office Administrator - Dayton, OH
Dayton, Ohio, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and business planning, strong attention to detail and communication, computer literate with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented; willingness to obtain Series licenses; high school diploma or equivalent required; college preferred.
MSOnline, eSign, eAuthorization, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3d
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Institutional Account Administrator II
Cincinnati, Ohio, United States
OnsiteFull Time
Bachelor's degree in business, finance, accounting, or related field, or equivalent experience; strong client service, communication, judgment, organization, and securities operations skills required.
Fifth Third Direct, BNY Mellon's Workbench, Mobius, ACE, Bloomberg, Depository Trust Company, Xcitek Solutions Plus, Fee Advantage, Roscoe, Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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Financial Reporting Manager - Stock Plan Services
Merrimack or Covington or Westlake
OnsiteFull Time
3+ YOE3-5 years accounting/finance or stock plan administration experience; Bachelor\u0002s preferred; Excel and Access skills; CEP level 1 encouraged; strong communication, project management, and client service skills.
Excel, Access, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Plan Sponsor Workstation (PSW), Team Workspace
1w
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ADMINISTRATIVE ASSISTANT (FULL TIME)
Cincinnati, Ohio, United States
$19-$22/hr OnsiteFull Time
Prior marketing, social media, and student event experience; clerical competency, recordkeeping, cash and invoice processing, strong communication and client service skills.
1d
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Service Associate
Cincinnati, Ohio, United States
$60k-$63k/yr OnsiteFull Time
2+ YOERequires 2–5 years in a client-facing administrative financial services role, high school diploma or GED, communication and organizational skills, CRM and financial software experience, and Microsoft Office proficiency.
CRM, Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Project Professional - Tax Process Coordinator (Cincinnati)
Cincinnati, Ohio, United States
HybridFull Time
2+ YOE2+ years in client service/administrative support in professional services; strong organization, communication, and coordination skills; familiarity with tax intake, trackers, and deadlines; comfortable client interaction.
Microsoft SharePoint, Microsoft Excel, Microsoft Outlook, Microsoft Teams
3d
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Front Desk/Program Assistant
Covington, Kentucky, United States
$20/hr OnsiteFull Time
Providing trauma-informed front-desk and administrative support, crisis intervention, client intake, referrals, documentation, and collaboration with community partners.
1mo
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Veterinary Technician
Beavercreek, Ohio, United States
$21-$25/hr OnsiteFull Time
Credentialed or eligible veterinary technician to assist with surgery, anesthesia monitoring, dental procedures, diagnostics, medication administration, and client education.
VCA Next, Lyra, WOOF University, Plumb’s, VETGirl, VIN
3w
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Wealth Management Trust Associate
Springfield or Cincinnati or Minneapolis
$26-$32/hr OnsiteFull Time
5+ YOEHigh school diploma or equivalent,5+ years client servicing experience,knowledge of trust administration,fiduciary regulations,compliance reporting,strong analytical and communication skills,proficiency with Microsoft Office and EMR-like systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Veterinary Assistant
Hebron, Kentucky, United States
OnsiteFull Time
Provide patient restraint, triage, sample collection and analysis, diagnostic imaging, nursing care, medication administration, surgical assistance, and client communication; background check may be required. 1+ year experience preferred.
2mo
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DIRECT SUPPORT PROFESSIONAL
Dayton, Ohio, United States
$18-$19/hr FieldFull Time, Part Time
High school diploma or GED; 18+; English proficiency; pass criminal background check; valid driver\u0000's license and personal auto insurance if transporting clients; CPR/First Aid and Medication Administration training provided; paid training; 1 year IDD experience preferred.