244 client services manager jobs at 103 companies in Middletown, OH
3mo
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3mo
Manager, Client Services
Cincinnati or Chicago or Maumee or Plano
$70k-$86k/yrRemoteFull Time
Dynata: Collects first-party data and provides insights for business decisions.
5+ YOE2+ Mgmt5+ years in quantitative online market research; 2+ years progressive management of complex operations; 5+ years in business and project management.
7+ YOE5+ MgmtAssociates or Bachelor’s in business/finance/economics/accounting; 7+ years client service experience in wealth management/financial services; 5+ years people leadership; project management experience; CRM and portfolio platform knowledge.
Salesforce, Practifi, Addepar, Schwab, Fidelity, Pershing, Microsoft Word, Microsoft Excel, Microsoft Outlook, EOS
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOE5+ MgmtBachelor’s degree in Architecture or Interior Design; licenses/certifications preferred; 12+ years design/architecture; 5+ years in the market; strong client service, initiative, and project management.
Crane Worldwide Logistics: Provides global freight forwarding and third-party logistics services.
7+ YOE6+ MgmtHigh school diploma/GED, 7+ years industry experience, 6+ years supervisory experience, strong client service, problem solving, documentation and freight forwarding knowledge.
5+ YOE3+ MgmtBachelor's degree or equivalent,5+ years in account management or customer success,3+ years leading client-facing teams,advanced Excel,CRM and reporting experience,strong analytical and communication skills,authorized to work in the US.
Indianapolis or Toledo or Fort Wayne or Orlando or Jacksonville or Cincinnati or Detroit or Columbus or Cleveland or Grand Rapids or Ann Arbor
HybridFull Time
Hylant: Full-service insurance brokerage and risk management firm.
3+ YOEBachelor's degree in business, insurance, risk management, or related field; 3+ years insurance client service; active Property & Casualty license; intermediate MS Office; CIC or CRM designation encouraged; strong communication and teamwork.
Ultimus Fund Solutions: Provides fund administration services to the investment management industry.
6+ YOE1+ MgmtBachelor's degree in business administration or related field, 6+ years in client services, 1–2 years of management experience, financial services experience, and Series 6 or 7 license.
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provide exceptional client service, manage client and pet flow, perform administrative and financial tasks, promote hospital services and wellness plans, and communicate clearly in English.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires dedication to customer service, strong communication and interpersonal skills, ability to lead teams, and interest in professional growth and development.
WovenWorks: Integrated agency providing strategic brand and structural packaging design.
8+ YOE8+ years leadership in client service/operations within agency or professional services; experience managing teams, financial acumen, resource planning, process and technology implementation; familiarity with Asana.
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOERequires 2+ years in account management, client services, or insurance operations; strong organization and communication; CRM or project management tools; Microsoft Office, Canva, and AI tools; insurance producer license required or obtainable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Canva, Claude
Mindfully: Comprehensive outpatient mental health and psychiatric care services.
Requires professionalism, empathy, collaboration, strong communication, discretion, and the ability to support clients, manage sensitive interactions, document accurately, and coordinate with care teams.