1mo
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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
2w
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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.
2w
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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)
1w
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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.
1mo
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Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
3w
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KPB Client Service Associate - Trust
Brooklyn or Tacoma or Seattle or Albany
$25-$38/hr HybridFull Time
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.
Salesforce, Microsoft Office
2w
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Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
2+ YOE2+ years brokerage/client support experience, FINRA Series 7 and 63 required, customer service and administrative skills, intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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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
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
2w
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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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Senior Client Service Associate - Commercial Lines
Green, Ohio, United States
$44k-$66k/yr HybridFull Time
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.
Microsoft Office
3w
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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
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
1w
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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
1mo
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Associate
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree required; strong analytical and communication skills, proficiency with Microsoft Word and Excel, client-focused and detail-oriented. 1-2 years client service experience preferred; firm will sponsor required securities exams.
Microsoft Word, Microsoft Excel
1w
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Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred). Minimum 1 year data entry or document management experience preferred. Experience with vault/records management, confidentiality, and fast-paced customer environments. 10‑key and typing skills valued.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2mo
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Trust Associate
Cleveland or Cincinnati
OnsiteFull Time
4+ YOEAssist Trust Officers with account administration, compliance, and client service; manage workflows and financial transactions; collaborate with PM groups.
Excel, Word, Outlook
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
2mo
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Associate Financial Advisor
Cambridge, Ohio, United States
OnsiteFull Time
1+ YOEFour year degree and/or professional designation; FINRA licenses; 1+ year financial services experience; ability to travel between branches; strong client service and relationship skills.
6d
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Lead Dispensary Associate
Akron, Ohio, United States
$19-$19/hr OnsiteFull Time
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.
POS systems, Microsoft Word, Microsoft Excel
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