49 client services specialist jobs at 34 companies in Aurora, OH
1mo
Save
Mark Applied
Hide
1mo
Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
ArhausNasdaq: ARHS: Retails premium artisan-crafted home furniture and decor.
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)
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience. Requires confidentiality, professionalism, client service, strong written and oral communication, multitasking, and financial advisor practice knowledge.
Western & Southern Financial Group: Provider of life insurance, annuities, and retirement investment solutions.
Provides courteous client service by researching, analyzing and resolving requests, processing payments, maintaining records, and supporting recruiting/marketing; strong verbal/written communication and computer skills required.
I3 phone systems, Customer First Platform, word processing, spreadsheet, database applications
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
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
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
Cox Fleet: Provides nationwide mobile fleet maintenance and repair services.
3+ YOE3+ years related experience (or equivalent combinations), strong verbal/written communication, Excel and data entry skills, knowledge of fleet/trucking maintenance, and ability to manage billing and customer interactions.
Microsoft Excel, FSCA IT Systems, Web Wrench, MobileFrame, RO Writer
Hylant: Full-service insurance brokerage and risk management firm.
2+ YOEBachelor’s degree in business, insurance, risk management or related field; 2+ years insurance client service; active Property & Casualty license; MS Office proficiency.
Microsoft Office, Excel, Word, PowerPoint, Outlook
Equity Trust Company: Provider of custodial services for alternative investment portfolios.
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, and 45+ WPM preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
High school diploma/GED required; ability to obtain Ohio Property & Casualty (P&C) license within six months; proficiency with Microsoft Office (Excel, Word); ability to learn AMS360 and ImageRight; strong attention to detail and client service skills.
Microsoft Office, Microsoft Excel, Microsoft Word, AMS360, ImageRight
Client Service Operations Specialist - Investments
Westlake, Ohio, United States
HybridFull Time
Equity Trust Company: Provider of custodial services for self-directed investment accounts.
1+ YOEHigh school diploma required; associate degree in business or finance preferred. Requires 1+ year in retirement accounts or financial services and customer service, Microsoft Office proficiency, multitasking, and 10-key skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Client Support Specialist - Greater Cleveland, OH Area (REMOTE)
Westlake or Woodmere or Fairlawn
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer support, problem resolution, communication, and organizational skills.
Athens or Wilmington or Lima or Medina or Franklin or Buckeye Lake
OnsiteFull Time
Element Risk Management: Provides personalized insurance and independent risk management services.
1+ YOEBachelor's degree or IRMI, PLCS, or equivalent designation preferred; one year of insurance experience required. Requires commercial insurance knowledge, communication skills, and an active Property and Casualty license.
Client Care Specialist | Experienced State Tested Nursing Assistant (STNA)
Canton, Ohio, United States
$18-$20/hrFieldFull Time, Part Time
Freedom Caregivers: Provides in-home care services to support senior independence.
Requires HHA or STNA experience and certification, valid Ohio driver's license, reliable transportation, auto insurance, background and drug screening, and ability to lift up to 50 pounds.
Applewood Centers: Provides behavioral healthcare and social services to youth.
Bachelor’s degree in psychology, sociology, or related field; experience with children, adolescents, and families; valid driver’s license and agency approval to transport clients.
2+ YOEBachelor's degree in business/finance, 2+ years client service or RIA experience, strong financial services knowledge, proficiency with Microsoft Office and CRM, excellent communication and attention to detail.
Microsoft Office Suite, LPL, Fidelity, Charles Schwab, Salesforce
New Avenues to Independence: Provides support services and residential care for people with disabilities
2+ YOE1+ Mgmt2 years experience with individuals with IDD, 1 year supervision experience, high school diploma or equivalent, valid Ohio driver with auto insurance, ability to lift/move clients and perform physical tasks, complete required documentation and trainings.