1w
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Work From Home - Client Services Associate
Columbus, Ohio, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity, and a desire to help families through financial services.
Zoom
1w
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Client Success Associate
Dublin, Ohio, United States
$28-$30/hr OnsiteFull Time
High school diploma, valid driver’s license, strong Microsoft Excel and Office skills, excellent verbal/written communication, analytical problem-solving, customer-service orientation, ability to multitask and travel to client sites.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Office, CRM
3w
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Private Wealth Client Associate
Columbus, Ohio, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking solutions; strong attention to detail and computer proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Part Time Seasonal Client Associate - Easton OH
Columbus, Ohio, United States
OnsitePart Time, Seasonal
1+ YOEPart-time seasonal client services role with at least 1 year of client services experience; requires weekend/evening/holiday availability; proficient with POS and MS applications.
Microsoft Applications, POS systems
2w
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Client Experience Associate
Columbus, Ohio, United States
$34k-$56k/yr OnsiteFull Time
Provide branch customer service, process transactions, identify product opportunities; typically <1 year related experience; no degree required; strong communication and accuracy.
1d
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Key Private Bank Client Relationship Associate
Dayton or Columbus
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, bachelor\u0002s degree preferred, proficient with Salesforce and Microsoft Office, strong client service, communication, discretion, and problem-resolution skills.
Salesforce, Wealth Direction (WD), Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1d
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Affluent Client Experience, Senior Associate
New York or Columbus or Chicago or Wilmington or Plano
$95k-$140k/yr OnsiteFull Time
3+ YOE3+ years financial services experience in product, process, CX, or project management; strong project management, analytic, communication, and stakeholder collaboration skills; bachelor’s degree or equivalent.
1mo
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Client Market Associate - Employee Benefits
Cleveland or Toledo or Fort Wayne or Indianapolis or Cincinnati or Columbus or Ann Arbor or Detroit
HybridFull Time
High school diploma required; customer service experience preferred; familiarity with ERISA, HIPPA, and ACA; strong communication, organization, and attention to detail; obtain Life and Health insurance license within 90 days.
Microsoft Office
2mo
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Private Wealth Client Associate
Upper Arlington, Ohio, United States
$25-$44/hr HybridFull Time
Customer-focused wealth management support; strong communication; able to learn and adapt; proficiency with Microsoft Office and Salesforce (desirable).
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Client Service Coordinator Easton Market
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Coordinating client and pet flow, maximizing veterinary team productivity, ensuring communication with clients and associates, and coordinating patient care in a customer-facing clinic.
Workday
1mo
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Client Service Coordinator Easton Market
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Coordinate client and pet flow through the hospital, support veterinary team productivity, communicate with clients and associates, and coordinate pet care in a welcoming manner.
15h
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Commercial Lines Senior Associate Client Representative - Small Business
Columbus, Ohio, United States
OnsiteFull Time
3+ YOE3+ years commercial P&C experience, state Property & Casualty license, proficiency with EPIC/CSR24/Indio, strong Excel and MS Office skills, client service and problem-solving abilities.
EPIC, CSR24, Indio, Microsoft Excel, Microsoft Word, Microsoft Office
3w
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Support Services Coordinator
Fort Lauderdale or Atlanta or Charlotte or Columbus or Newark or Orlando or Phoenix
OnsiteFull Time
2+ YOE2+ years customer service experience, ticket triage/management experience preferred, associate degree in computer-related field preferred, strong communication, typing 50 WPM, and ability to coordinate clients and vendors.
Microsoft Teams
2mo
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Audit Senior Associate - Financial Services
Columbus or Chicago or Cleveland or Oak Brook Terrace or Grand Rapids or South Bend or Indianapolis
$71k-$140k/yr HybridFull Time
2+ YOE2+ years external audit experience; financial services focus; CPA certification in home state preferred; strong leadership and client-facing skills; willing to travel
Audit software
1mo
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Business Support Associate
Dublin, Ohio, United States
$42k-$46k/yr OnsiteFull Time
1+ YOEAssociates degree with 1+ year customer service experience or 2+ years applicable experience; strong communication, prioritization, problem-solving, and ability to support onboarding, payroll, and client/contractor inquiries.
ACT/OTD, Cases, P-card, I-9
2w
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Operations Associate - Part Time
Columbus, Ohio, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, able to lift up to 50 pounds, strong organization, communication, and client-service skills, available nights/weekends/holidays.
3w
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Senior Administrative Associate
Columbus, Ohio, United States
OnsiteFull Time
Multiple years of administrative support experience, strong phone etiquette and client service, Microsoft Office proficiency, ability to manage mail/office supplies, maintain confidential records, and coordinate scheduling and client communications.
Microsoft Office, Goldman Sachs
3w
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Managed Services - BI Engineer - Senior Associate
Phoenix or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Richmond or Louisville or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Albany or Tampa or Toledo or Atlanta or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Pittsburgh or Houston
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree, minimum 2 years experience; experience with BI tools, data pipelines, Python/Java and analytics; strong critical thinking and client communication.
Oracle Business Intelligence, QlikView, Spotfire, BIRT, Python, Java
1mo
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Seasonal Operations Associate
Columbus, Ohio, United States
OnsiteTemporary, Seasonal
Retail operations experience preferred; highly organized, detail-oriented, proactive, and able to solve problems. Experience with inventory, stock management, repairs, after-sales, client service, and financial/process adherence.
1w
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Operations Associate - Part Time
Columbus, Ohio, United States
$18-$21/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift 50 lbs, punctuality and reliability for scheduled shifts.
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