154 client services manager jobs at 59 companies in Boardman, OH
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Manager, Client Advisory Services
Independence, Ohio, United States
OnsiteFull Time
Rea & Associates: Providing tax, audit, and business advisory services to organizations.
7+ YOE2+ Mgmt7-10 years of experience; team and project management; accounting knowledge; MS Office (Word, Excel, PowerPoint, Outlook), QuickBooks/QuickBooks Online; CRM familiarity; strong attention to detail and client focus.
MS Word, MS Excel, MS PowerPoint, MS Outlook, QuickBooks Online, CRM
ArhausNasdaq: ARHS: Retails premium artisan-crafted home furniture and decor.
0.5+ YOEProvide inbound/outbound client support and case management, handle warranty/product issues, maintain accurate records, meet contact center KPIs, high school diploma, 6 months customer-service experience preferred, Microsoft Suite proficiency.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide front-line client service in a veterinary hospital: check-in clients, answer phones, manage medical records and payments; basic computer skills (Word, Excel); calm under stress and strong communication.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's with 1+ years client service/claims OR HS/GED with 3+ years; property & casualty insurance license; proficiency with Microsoft Office; strong communication, adaptability, and collaboration skills.
Hummel Group: Provides insurance and risk management services for businesses and individuals.
Requires high school diploma, property and casualty license, valid driver\u0002s license and insurable driving record; provides client retention, policy review, quoting, and account service for personal lines.
On Now Digital: Provides custom software solutions for industrial data management.
5+ YOE5+ years in B2B sales, business development, or professional services; proven lead generation and conversion; strong communication; CRM management; passion for mission-driven work.
5+ YOEBachelor's degree or equivalent experience, 5+ years business experience, customer service experience required, 1 year leadership preferred, knowledge of market systems and MS Office, strong analytical and communication skills.
EDGEnet, SS&C, TA2000, Vision, Digital Investor, Microsoft Office
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Greeting clients, scheduling appointments, entering client and patient data, processing payments, managing medical records, strong organization, communication, and compassion for animals and owners.
Litigation Management, Inc.: Provides technology-driven litigation support and medical data analytics services.
5+ YOE5+ years in consultative sales, strategic account management, or business development; experience in legal services or insurance defense; strong communication and executive presence; able to navigate complex client environments; strategic growth mindset.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, strong client focus, attention to detail, ability to learn technology platforms; FINRA licenses preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
Akron or Youngstown or Pittsburgh or Chicago or Philadelphia or Detroit or Buffalo or Cleveland or St. Clair Shores or Milwaukee
$85k-$155k/yrHybridFull Time
Cohen & Company: A tax and advisory firm offering growth and opportunity.
5+ YOECPA preferred; 5+ years public accounting; tax planning and compliance; client service; team leadership; strong communication; proficient in MS Office.
Microsoft Excel, Microsoft Word, Microsoft Outlook
Hudson or Aurora or Twinsburg or Brecksville or Fairlawn
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOEAt least 2 years in a Financial Advisor role or equivalent financial services experience; Series 7 and Series 66 required or obtained within 60 days; Life/Health/Long Term Care license required or obtained within 60 days.
Fort Worth or Houston or Midland or Denver or Morgantown or Canonsburg or Canton
HybridFull Time
Purple Land Management: Provides tech-enabled land management services for energy and infrastructure projects.
5+ YOE5+ years hands-on land services experience, direct land work and project leadership, ability to manage multiple projects, budgets, schedules, staffing, and client relationships; strong communication and problem-solving skills; certifications (RPL, CPL, PMP) and AAPL membership preferred; Bachelor's preferred.