1mo
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Executive - Client Services
Columbus, Ohio, United States
$26-$31/hr OnsiteFull Time
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.
2mo
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Senior Client Services Representative
Dublin, Ohio, United States
OnsiteFull Time
Bachelor’s degree; FINRA Series 6 License preferred; experience with Transfer Agency, Banking or Portfolio Management Systems; strong client service and communication skills.
5d
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Client Services Administrator
Columbus, Ohio, United States
$55k-$65k/yr OnsiteFull Time
2+ YOE2+ years administrative experience (aftermarket service preferred). Proficiency with Microsoft Office; Oracle and Salesforce preferred. Strong communication, organization, and ability to use AI tools to improve productivity.
Microsoft Office, Oracle, Salesforce
1w
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Work From Home - Client Services Associate
Columbus, Ohio, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and in a team, integrity, and a desire to help families through financial services.
Zoom
2w
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Fleet Client Services & Billing Specialist II
Cleveland or Pittsburgh or Akron or Columbus
$18-$27/hr RemoteFull Time
3+ YOEHS diploma/GED and ~3 years related experience (alternatively other degree/experience combos); strong communication; Microsoft Excel and FSCA IT systems experience; organizational and problem-solving skills.
Microsoft Excel, FSCA IT Systems, Web Wrench, MobileFrame, RO Writer
2mo
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Client Service Coordinator
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Coordinate client flow, assist clients and pets, educate on wellness plans, perform administrative tasks, and promote services.
2mo
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Client Service Coordinator
Columbus, Ohio, United States
$15-$20/hr OnsiteFull Time
Provide professional client and pet service, process documentation, educate clients on wellness plans, handle invoices and retail sales, and perform administrative and opening/closing procedures.
1w
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SBU Client Manager
Upper Arlington, Ohio, United States
$54k-$106k/yr HybridFull Time
3+ YOEBachelor's with 3+ years client service/claims experience OR HS/GED with 8+ years; producer's license; up to 25% travel; Microsoft Office proficiency; strong communication and consultative skills.
Microsoft Office
1w
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Client Success Lead
Columbus, Ohio, United States
$55k-$65k/yr FieldFull Time
4+ YOE4+ years in client success/account management/hospitality or food service; experience managing staff preferred; ability to lift 40 lbs; authorized to work in the U.S.; strong communication and leadership skills.
3w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented and able to multitask; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization
2mo
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Client Transportation Specialist
Columbus, Ohio, United States
$17/hr OnsiteFull Time
1+ YOEHigh school diploma or GED; at least 1 year of customer service; valid driver's license; 1-2 years client transport preferred; proficient with Microsoft Office.
Microsoft Office
3w
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Client Care Coordinator
Dublin, Ohio, United States
OnsiteFull Time
Guide clients from application through closing, collect and organize documents, coordinate with borrowers and third parties, track deadlines, use multiple software platforms, and deliver excellent client communication.
1mo
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Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
5d
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Client Financial Specialist
Chicago or San Antonio or Houston or Dallas or Cleveland or Grand Rapids or St. Louis or Austin or Columbus or New Orleans or Minneapolis or Pittsburgh
HybridFull Time
Experience in client invoicing or financial operations in insurance/financial services; strong Excel and Outlook skills; analytical, organizational, and communication abilities; bachelor’s degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Outlook
2mo
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Client Service Manager - Commercial Insurance
Toledo or Cleveland
HybridFull Time
3+ YOEBachelor's in business, insurance, or risk management; 3+ years insurance client service; active Property & Casualty license; MS Office; CIC or CRM designation encouraged.
Microsoft Office, Excel, Word, PowerPoint, Outlook
1mo
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Client Support Advocate
Columbus or San Diego
HybridFull Time
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.
Salesforce, Microsoft Office Suite
1w
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Client Support Manager
Dublin or United States
HybridFull Time
5+ YOEBachelor's degree or equivalent,5+ years client success/account management experience,proficiency with MS Office,CRM,Salesforce,ServiceNow,ability to travel ~25%,must be authorized to work in US without sponsorship.
Microsoft Office Suite, CRM software, Salesforce, ServiceNow
1w
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Client Success Associate
Dublin, Ohio, United States
$28-$30/hr OnsiteFull Time
High school diploma, valid driver’s license, strong Microsoft Excel and Office skills, excellent verbal/written communication, analytical problem-solving, customer-service orientation, ability to multitask and travel to client sites.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Office, CRM
2mo
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Client Service Representative
Columbus, Ohio, United States
OnsiteFull Time
1+ YOEAt least one year of customer service experience; high school diploma; strong communication; willingness to work nontraditional hours; ability to lift up to 40 lbs.
Microsoft Office
2mo
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Client Service Representative
Columbus, Ohio, United States
OnsiteFull Time
1+ YOE1+ year customer service experience, high school diploma/GED, proficiency in Microsoft Office, strong communication and decision-making skills, ability to lift 40 lbs, willingness to work nights/weekends/holidays.
Microsoft Office