37 client services administrator jobs at 22 companies in Worthington, OH
3w
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Client Services Administrator
Columbus, Ohio, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years administrative experience (aftermarket service preferred). Proficiency with Microsoft Office; Oracle and Salesforce preferred. Strong communication, organization, and ability to use AI tools to improve productivity.
Microsoft Office, Oracle, Salesforce
2w
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Client Service Specialist
Columbus, Ohio, United States
$45k-$70k/yr OnsiteFull Time
Provide white-glove client service, prepare and submit account paperwork, assist with account transitions, support advisors with administrative tasks, and possess or obtain required financial licensing.
1d
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Branch Office Administrator
Bexley, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, and marketing coordination; requires computer literacy, attention to detail, adaptability, collaboration, and willingness to learn financial services.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Client Service Coordinator
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Coordinate client flow, assist clients and pets, educate on wellness plans, perform administrative tasks, and promote services.
19h
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Branch Office Administrator - Bexley, OH
Bexley, Ohio, United States
OnsiteFull Time
Strong client service, communication, administrative, analytical, organizational, computer literacy, and teamwork skills; willingness to learn financial services and firm-provided technology.
MoneyGuide, Salesforce, Microsoft Office
4w
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Westerville Client Service Coordinator
Westerville, Ohio, United States
$15-$20/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, perform administrative tasks, use practice software and Microsoft Office, handle payments, and educate clients on wellness plans.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1mo
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and able to multitask; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
3w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, execute transactions, manage client documentation, and use Microsoft Office and firm digital tools; willingness to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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RCM Client Coordinator
Sparks or Carrollton or Horsham Township or Columbus or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1–3 years experience; advanced Microsoft Office, customer service, time management; some knowledge of medical terminology; strong communication and organizational skills.
Microsoft Office
1d
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Client Support Specialist
Columbus, Ohio, United States
OnsiteFull Time
0+ YOEHigh school diploma and 0–2 years of client support experience required; strong communication, organization, CRM, logistics, reconciliation, reporting, and administrative skills needed.
Salesforce, Cirrus, Veridy, CRM, AI
1w
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Client Service Representative
Marion, Ohio, United States
$17-$18/hr OnsiteFull Time
3+ YOERequires 3–5 years of customer service or administrative experience, high school diploma or equivalent, strong communication and organization skills, customer service expertise, and Microsoft Office proficiency.
Microsoft Office Suite
2d
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Client Support Specialist
Columbus, Ohio, United States
$22-$24/hr RemoteFull Time
1+ YOEHigh school diploma required; 1–2 years of administrative, customer service, logistics, or office support experience preferred. Requires Microsoft Office proficiency, communication, organization, accuracy, and teamwork.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel
1d
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Account Support Services II
Milwaukee or Cincinnati or Columbus or Omaha
RemoteFull Time
2+ YOEPreferred bachelor's degree in business administration or related field, 2–4 years of client services experience, financial services background, analytical and organizational skills, and Microsoft Office Suite and Adobe Acrobat proficiency.
Microsoft Office Suite, Adobe Acrobat
1w
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Client Experience Operations Manager
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
2mo
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Legal Services Office Manager/Receptionist
Dublin, Ohio, United States
$60k-$70k/yr OnsiteFull Time
2+ YOE2+ years administrative support with phone experience; expertise in Microsoft Office/Teams; strong grammar, proofreading, communication, client service, and ownership of office operations.
Microsoft Office, Microsoft Teams
1mo
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Support Staff Specialist - Licking & Knox
Newark or Mount Vernon
OnsiteFull Time
Provide front-desk client service, scheduling, EHR documentation, phone support, records management, and compliance with HIPAA and 42 CFR Part 2.
Electronic Health Record (EHR), Microsoft Office 365, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Teams
1mo
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Document Production Supervisor
Columbus or Wheeling
$54k-$80k/yr OnsiteFull Time
2+ YOEBachelor's or equivalent, 2+ years supervisory experience preferred, 3+ years legal document production preferred, strong MS Office skills, proofreading and client-service experience.
Microsoft Office
3d
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Real Estate Transactional Legal Assistant
Miami or Cleveland or Chicago or Columbus or San Francisco or New York City or Wilmington
HybridFull Time
7+ YOEHigh school diploma or equivalent and 7 years of law firm legal assistant experience required; real estate transactional experience preferred. Requires advanced Adobe and Microsoft 365 proficiency, organization, communication, discretion, and client service skills.
Adobe, Microsoft 365, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Intapp Time, Intapp Open, Emburse, Aderant, Intapp DealCloud, iManage, Litera, Dropbox, Adobe Sign, DocuSign
2d
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Account Manager (NJUS)
Columbus, Ohio, United States
OnsiteFull Time
2+ YOEBachelor's degree in Hospitality or Business Administration and 2–4 years of experience. Requires strong relationship-building, communication, operational, business, collaboration, adaptability, and client service skills.
2mo
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Project Professional - Tax Process Coordinator (Columbus)
Columbus, Ohio, United States
HybridFull Time
2+ YOE2+ years client service/administrative experience in professional services; strong organization, communication, and coordination skills; familiarity with tax processes and intake workflows.
Microsoft SharePoint, Microsoft Excel, Microsoft Outlook, Microsoft Teams
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