189 client services manager jobs at 88 companies in Lancaster, OH
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Manager, Client Advisory Services
Dublin, Ohio, United States
OnsiteFull Time
Rea & Associates: Providing tax, audit, and business advisory services to organizations.
7+ YOEKnowledge of market trends, experience applying it to client scenarios, strong MS Office and QuickBooks proficiency, CRM familiarity, leadership ability, and focus on client satisfaction.
MS Word, Excel, PowerPoint, Outlook, QuickBooks, QuickBooks Online, CRM
Vista Global: Global private aviation group providing jet charter and membership.
Client-facing experience, strong written and spoken English, ability to manage multiple digital systems, stay calm under pressure, and work flexible shifts including evenings and weekends.
Meeder Investment Management: Provides investment management and retirement plan services.
Bachelor’s degree; FINRA Series 6 License preferred; experience with Transfer Agency, Banking or Portfolio Management Systems; strong client service and communication skills.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's with 3+ years client service/claims experience or HS with 8+ years; producer's license; Microsoft Office proficiency; ability to travel up to 25%; strong communication and financial acumen.
Associate Client Service Manager - Commercial Insurance
Columbus, Ohio, United States
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's in business, insurance, risk management; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC/CRM encouraged; strong attention to detail and communication.
Makeready: Operates a collection of independent hotels, restaurants, and retail experiences.
Prior catering services experience required. Responsible for client tours, creating banquet event orders, coordinating with banquet and sales teams, managing contracts/invoices, and strong communication and organizational skills.
Columbus or Carson City or Concord or Lincoln or Bismarck or Raleigh or Jackson or Jefferson City or Saint Paul or Augusta or Annapolis or Baton Rouge or Frankfort or Topeka or Indianapolis or Springfield or Boise or Des Moines or Atlanta or Tallahassee or Dover or Phoenix or Little Rock or Montgomery or Charleston or Madison or Richmond or Salt Lake City or Austin or Nashville or Pierre or Columbia or Harrisburg or Oklahoma City
$83k-$118k/yrOnsiteFull Time
defi SOLUTIONS: Provides software for auto loan origination and servicing.
5+ YOEBachelor's degree required; 3+ years in auto finance or related and 5+ years directly servicing clients. Requires strong relationship management, strategic thinking, cross-functional coordination, process improvement, and willingness to travel (<25%).
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Northwest BankNASDAQ: NWBI: Provides retail and commercial banking and financial services.
8+ YOE1+ MgmtOversee retirement plan administration; 8-12 years experience; Bachelor's in business; supervisory responsibilities; compliance with ERISA/DOL/IRS; client service.
Payliance: Provides integrated payment processing, risk management, and recovery solutions.
1+ YOE1+ years client support or payment-processing experience; strong communication, problem-solving, and organizational skills; proficiency with Salesforce and Microsoft Office; ability to manage priorities in a compliance-sensitive environment.
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOEBachelor’s degree in Architecture, Interior Design, or related field; Architectural License or NCIDQ preferred; 12+ years design/architecture experience; 5+ years in Workplace Market; strong client service and leadership.
GoodVets: Operates a network of partner-owned, modern veterinary hospitals.
Front-desk customer service for a veterinary hospital, managing check-in/check-out, phone triage, scheduling, payments, and lobby flow; availability evenings and weekends; familiarity with Windows and practice management software preferred.
Hauppauge or Cincinnati or Columbus or Greenwood Village or Omaha
$85k-$115k/yrOnsiteFull Time
Ultimus Fund Solutions: Provides fund administration services to the investment management industry.
6+ YOE1+ MgmtBachelor's degree, 6+ years client services experience in financial services, 1-2 years management experience, Series 6 or 7, knowledge of SEC/IRS/prospectus regulations, Microsoft Office Suite and Adobe Acrobat proficiency.