45 client services associate jobs at 23 companies in Alliance, OH
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hrRemoteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
ArhausNasdaq: ARHS: Retails premium artisan-crafted home furniture and decor.
2+ YOE2-3 years facilitating and developing training content; associate or bachelor\u0002s or equivalent experience; familiar with Articulate, Camtasia, Captivate, LMS; strong communication, presentation, and organizational skills; retail client service knowledge preferred.
Articulate, Camtasia, Captivate, Learning Management System (LMS)
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
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Associate's degree preferred or equivalent experience; financial or client-service experience required; trust department experience preferred; proficiency with Salesforce and Microsoft Office; strong communication and organizational skills.
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
2+ YOEHigh School Diploma or equivalent; 2 years clerical/related industry; proficient in Microsoft Excel, Word, PowerPoint, Outlook; knowledge of administrative procedures and client services.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Part Time Seasonal Client Associate - Pinecrest OH
Beachwood, Ohio, United States
OnsitePart Time, Seasonal
TravisMathew: Retailer of performance golf apparel and lifestyle clothing.
1+ YOEPart-time seasonal client services role in retail; 1 year of client services experience; ability to work weekends, evenings and holidays; proficient in POS and MS Office.
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
1+ YOEHigh school diploma, 1+ year work experience with strong attention to detail, Microsoft Excel proficiency, ability to prioritize and work independently, strong problem-solving and communication skills.
Bachelor's degree required; excellent customer service, teamwork, attention to detail; Series 7/63/65/66 preferred or must obtain within 12 months; proficiency with Word, Excel, PowerPoint, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Senior Client Service Associate - Commercial Lines
Green, Ohio, United States
$44k-$66k/yrHybridFull Time
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, strong communication and relationship-building skills, adaptability, and ability to manage shifting priorities.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; college degree preferred; strong MS Office skills; excellent written and client service skills; ability to work in a fast-paced environment; willingness to obtain Series 7/66 or 63/65 licenses.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required; college degree preferred. Strong Microsoft Office skills, attention to detail, client service ability, and problem resolution. Willingness to obtain Series 7 and Series 66, or Series 63 and Series 65. Industry experience is a plus.
Microsoft Office, Morgan Stanley Online, Morgan Stanley Mobile
Part Time (20 Hours) Associate Banker, Boardman Branch, Boardman, OH
Boardman, Ohio, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Delivers attentive client service, opens accounts, processes transactions, educates clients on digital tools; requires high school diploma/GED and client service or comparable experience; cash handling preferred.
Canopy USA: Holding for diverse US cannabis brands and operations.
2+ YOEHigh school diploma, 2+ years client-service experience in retail or hospitality, cash and inventory management, POS and Microsoft Office skills, state background check required, ability to lift up to 50 lbs.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-focused experience; strong organizational, communication, and time-management skills; ability to lift up to 50 pounds and work in a fast-paced retail environment.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1-2 years retail or client-focused experience, ability to lift up to 50 lbs, strong communication and organizational skills, punctuality and reliable attendance, available nights/weekends/holidays.
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
Drive store sales, deliver exceptional customer service, product knowledge, ability to lift up to 50 lbs, stand entire shift; preferred 1+ year retail or client-facing sales experience.