86 client services associate jobs at 38 companies in North Canton, OH
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Client Services Associate
Cleveland, Ohio, United States
$28-$32/hr OnsiteFull Time
Customer service experience in luxury retail or design preferred; strong communication, organization, time-management, and relationship skills; ability to lift up to 30 lbs; proficiency with Mac OS, iOS devices, Microsoft Office and Google Applications.
Mac Operating System, iOS, Microsoft Office, Google Applications
3w
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
4w
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Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
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)
2w
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's preferred; Series 7 and 66 or willingness to obtain; 3+ years client-service experience in wealth management/private banking; strong attention to detail, communication, and organizational skills.
3w
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
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
23h
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Client Associate - Pinecrest
Beachwood, Ohio, United States
$15-$17/hr OnsitePart Time
1+ YOEAt least 1 year of client services experience; proficiency in Microsoft applications and point-of-sale systems; strong written and verbal communication; weekend, evening, and holiday availability.
Microsoft Applications, point-of-sale (POS) systems
1mo
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Client Service Associate - Fiduciary
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEProvide client service and execute transactions, maintain client relationships, identify digital self-service opportunities, communicate with internal partners, and support problem resolution; typically requires a bachelor's degree.
1mo
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Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
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
2mo
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KPB Client Service Associate
Brooklyn or Toledo or Albany
$25-$38/hr HybridFull Time
Provide trust administration support, perform day-to-day account maintenance, strong customer service and organizational skills, experience in financial or client service roles, proficiency with Microsoft Office and Salesforce.
Salesforce, Microsoft Office
3w
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Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
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
3mo
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Client Service Associate - NR
Canfield, Ohio, United States
OnsiteFull Time
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
1w
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Sr Client Associate - Employee Benefits
Cleveland, Ohio, United States
$44k-$86k/yr HybridFull Time
1+ YOEHigh school diploma or equivalent,1+ year applicable experience,proficiency in Microsoft Office,basic math,strong communication and organizational skills,previous client relationship experience preferred.
Microsoft Office, Document Management System (DMS)
6d
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Client Service Associate - Employee Benefits
Cleveland, Ohio, United States
HybridFull Time
High school diploma or equivalent required; associate or bachelor's degree preferred. No experience required. Life and Health license required or obtainable within 100 days. Proficiency in Word, Excel, PowerPoint, and Outlook.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Service Associate - Solon, OH
Solon, Ohio, United States
$44k/yr OnsiteFull Time
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.
Microsoft Excel, ChatGPT
3w
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Private Client Associate - Independence, OH
Independence, Ohio, United States
OnsiteFull Time
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
1mo
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Animal Resource Center (ARC) Client Care Associate
Cleveland, Ohio, United States
$18/hr OnsitePart Time
1+ YOEHigh school diploma, 1+ year customer service experience, ability to work with animals and cleaning agents, lift up to 50 lbs, euthanasia certified or able to certify within 6 months, Fear Free certification within 6 months, Windows computer use.
Windows
1d
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Client Access Specialist
Akron, Ohio, United States
$19-$25/hr FieldFull Time
Associate degree in human services required; case management experience preferred. Requires Ohio driver's license, vehicle, insurability, flexible scheduling, and preferably LSW licensure.
1d
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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
2w
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Investment Banking Associate II - Environmental Services
Dallas or Chicago or Cleveland or New York City or Charlotte
$82k-$173k/yr OnsiteFull Time
5+ YOEBachelor's in finance-related field, 5+ years investment banking M&A experience (environmental services preferred), SIE/Series 79/63 (or ability to obtain), Excel/PowerPoint proficiency, strong client and leadership skills.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ
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