33 client services administrator jobs at 19 companies in Cheviot, 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
2w
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Branch Office Administrator
Dayton, Ohio, United States
OnsiteFull Time
Provides client service, account administration, scheduling, documentation, correspondence, marketing support, and operational assistance while learning financial services processes and firm technology.
MoneyGuide, Salesforce, Microsoft Office
3mo
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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
2mo
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Client Assistant
Fort Wright, Kentucky, United States
OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, strong client service, communication, organization, analytical skills, and Microsoft Office proficiency. Bachelor’s degree preferred; SIE, Series 7, and Series 66 licensures expected within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
1d
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Branch Office Administrator - Montgomery, OH
Montgomery, Ohio, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3d
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TABE Administrator (812040)
Dayton, Ohio, United States
OnsiteFull Time
High school diploma or GED, customer service skills, organizational and time-management abilities, attention to detail, multitasking, independent work, and proficiency with Microsoft Office and client databases.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Shared Drive
1w
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Client Service Coordinator - 001618
Centerville, Ohio, United States
$15-$19/hr OnsiteFull Time
Requires fluent written and spoken English, strong communication, organization, multitasking, problem-solving, client service, mathematical, and administrative skills.
Optimum Wellness Plans, Microsoft Workday
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
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
4d
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Law Office Administrator - Beavercreek, OH
Beavercreek, Ohio, United States
OnsiteFull Time
High school diploma or GED required; law, medical, or professional office experience preferred. Requires strong communication, client service, organization, multitasking, and Microsoft Office skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Case Management System
1w
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Client Specialist
Fort Wright or United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organization, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, X
1w
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Manager, Account Services
Cincinnati, Ohio, United States
$70k-$80k/yr OnsiteFull Time
6+ YOE1+ MgmtBachelor's degree in business administration or related field, 6+ years in client services, 1–2 years of management experience, financial services experience, and Series 6 or 7 license.
Microsoft Office Suite, Adobe Acrobat
2w
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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
1mo
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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
2d
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SMB Implementation Specialist
Mason, Ohio, United States
$26-$26/hr OnsiteContract
Bachelor's degree required. Provides administrative and client-service support through scheduling, correspondence, reports, event coordination, data research, and communication with clients and management.
1w
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Warehouse Clerk - B Schedule - Days; e/o Weds, Thursday, Friday, Saturday; 7:00am to 7:00pm
Florence, Kentucky, United States
OnsiteFull Time
2+ YOEHigh school diploma or GED, two or more years of clerical experience, computer proficiency, organization, communication, client service, and ability to work in a fast-paced environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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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
2w
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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
2w
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Managing Director- 401k Relationship Manager
Covington, Kentucky, United States
OnsiteFull Time
3+ YOERequires 3+ years of relationship management or client service experience, preferably in retirement or 401(k), plus retirement plan administration, advisor collaboration, communication, presentation, negotiation, and problem-solving skills.
PSW
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