42 client services associate jobs at 19 companies in Huber Heights, OH
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Client Associate
Miamisburg, Ohio, United States
OnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
0+ YOE0-3 years client service experience (finance preferred), bachelor's degree preferred, proficient with Microsoft Office Suite, strong communication, detail-oriented.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent; client service, communication, judgment, adaptability, and computer skills required. FINRA SIE, Series 7, or Series 66 preferred; experience with investment products and clients is desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
High school diploma or equivalent; client-service orientation, strong work ethic, adaptability, judgment, communication, and computer skills. FINRA SIE, Series 7, or Series 66 preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hrHybridFull Time
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
CAPTRUST: Provides investment advisory and retirement plan consulting services.
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
Ameritas: Provides life insurance, retirement plans, and financial services.
0+ YOEAssociate's degree or equivalent, 0-2 years related experience, life/financial services experience preferred, ability to prioritize multiple tasks in a fast-paced environment.
Wright-Patterson Air Force Base, Ohio, United States
OnsiteFull Time, Seasonal
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
High school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
High school diploma/GED, H&R Block Income Tax Course completion, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Part Time (20 Hours) Associate Banke, Springboro Branch, Springboro, OH
Springboro, Ohio, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED required. Client service or comparable experience required; cash handling and technology solution experience preferred. Must learn banking products, resolve issues, and build client relationships.
Carson Group: Provides wealth management and business support for financial advisors.
Provide client-facing service and operations support for advisors, process new accounts and transfers, maintain accurate client records, strong MS Office skills and attention to detail required.
Microsoft Office, Microsoft Teams, Microsoft Excel, Microsoft Outlook, Orion, Adobe, Zoom, Salesforce
SamsoniteHong Kong Stock Exchange: 1910: Global manufacturer and retailer of luggage and travel accessories.
Strong client service, luxury retail experience, sales KPI achievement, flexible availability for nights/weekends/holidays, leadership by example, good time management.
Occupational Health & Employer Services Practice Manager
Sidney, Ohio, United States
OnsiteFull Time
Wilson Health: Community hospital system providing comprehensive medical and surgical care.
5+ YOE5+ MgmtAssociate degree required; 5+ years leadership in occupational health or ambulatory operations; knowledge of OSHA/DOT/BWC; Epic and Systoc experience preferred; strong leadership and client relationship skills.
Alliance Animal Health: Owns and operates a national network of veterinary hospitals.
DVM licensed or eligible for Ohio licensure, compassionate client-focused practice, teamwork and interest in small animal general practice; new graduates welcome; background check required.
Daybreak: Provides shelter and support services to homeless youth.
2+ YOEHigh school diploma/GED plus 5 years social services experience OR Associate's degree plus 2 years; experience with youth, crisis intervention, documentation, safety monitoring, and client support required.
Community First Solutions: Providing community-based healthcare and senior living services.
1+ YOEAssociate degree or acceptable certification; social service experience with diverse clients; valid Ohio driver's license and auto insurance; Ohio residency; guardianship certification within 18 months; background check required.
Daybreak: Provides shelter and support to homeless and vulnerable youth.
2+ YOEHigh school diploma/GED plus 5 years experience in social services (or associate degree plus 2 years). Must support clients, perform crisis intervention, document records, and work overnight shifts.
Spring Hills: Operator of assisted living and senior care communities.
0.5+ YOEAssociate degree or 6 months related experience, valid driver’s license, experience with seniors preferred, ability to plan activities, drive residents, document interactions, and work with memory-loss clients.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Manage and develop clinical team, oversee scheduling, coach staff, handle client/referral concerns, and support clinical onboarding; associate degree preferred and strong communication and organizational skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook