53 client services specialist jobs at 37 companies in Independence, OH
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Client Services Training Specialist
Boston Heights, Ohio, United States
OnsiteFull Time
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)
1mo
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Client Financial Services Specialist
Chicago or Cleveland
HybridFull Time
2+ YOEMinimum 2 years collections/accounts receivable experience; proficiency with Microsoft Excel/Outlook/Word and collections software; familiarity with SurePoint or Aderant preferred; some college in accounting preferred; strong communication and negotiation skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Zoom Workplace, SurePoint Legal Management System, Aderant
3mo
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Client Service Specialist
Canton, Ohio, United States
$55k-$70k/yr OnsiteFull Time
Customer-focused role involving inquiry response, product/service information, and client interactions; strong communication and problem-solving skills; independent worker; legal industry knowledge a plus.
2d
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Client Service Specialist
Akron, Ohio, United States
$48k-$65k/yr HybridFull Time
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.
Ameriprise Client Experience
3w
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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
2w
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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
3mo
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Client Billing Specialist
Cleveland, Ohio, United States
OnsiteFull Time
2+ YOE2+ years customer-service or billing experience; strong Excel/Oracle skills; ability to manage client invoices, collections, reconciliations, and resolve contract-related questions.
Microsoft Excel, Microsoft Outlook, Oracle
3w
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Fleet Client Services and Billing Specialist II
Cleveland, Ohio, United States
OnsiteFull Time
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
3w
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Specialist, Client Service Management II
Pittsburgh or Cleveland
$52k-$85k/yr OnsiteFull Time
3+ YOE3+ years in banking, wealth management, client service or operations; strong organization, communication, and attention to detail; proficiency with Microsoft Office and client servicing platforms.
Microsoft Office
3mo
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Client Service Specialist - Commercial Insurance
Toledo or Cleveland
HybridFull Time
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
1d
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Client Access Specialist
Akron, Ohio, United States
$19-$25/hr FieldFull Time
Associate degree in Human Services required; case management experience preferred. Requires Ohio driver's license, vehicle, insurability, flexible scheduling; LSW licensure preferred.
Public Student Loan Forgiveness Program
4d
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Client Service Operations Specialist
Westlake, Ohio, United States
HybridFull Time
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
3w
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Client Service Operations Specialist - Investment Liaison
Westlake, Ohio, United States
HybridFull Time
1+ YOEHigh school diploma, 1+ year customer-facing or retirement/financial services experience, proficient with Microsoft Office, strong attention to detail and communication, able to meet SLAs and collaborate internally.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Support Specialist – Standard Commercial Lines
Westlake or Cleveland or Ohio or Kentucky or Florida
HybridFull Time
2+ YOE2+ years Commercial Lines P&C experience, active Ohio P&C license, high school diploma/GED, proficiency with AMS360, ImageRight, Microsoft Excel/Word, strong communication and attention to detail.
AMS360, ImageRight, Microsoft Excel, Microsoft Word
3w
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Client Support Specialist - Greater Cleveland, OH Area (REMOTE)
Westlake or Woodmere or Fairlawn
RemoteFull Time
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.
FINRA, ERISA
6d
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Small Business Client Service Specialist
Athens or Wilmington or Lima or Medina or Franklin or Buckeye Lake
OnsiteFull Time
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.
insurance management systems
2mo
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CLEVELAND Operations Specialist, Information Governance - Client Services
Cleveland, Ohio, United States
$70k-$80k/yr OnsiteFull Time
Degree or relevant experience in computer/information science preferred; experience/exposure to information management and databases; substantial familiarity with Microsoft Office, SharePoint, and Smartsheet.
Microsoft Office, Microsoft SharePoint, Smartsheet
5d
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Client Care Specialist | Experienced State Tested Nursing Assistant (STNA)
Canton, Ohio, United States
$18-$20/hr FieldFull Time, Part Time
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.
TapCheck
3d
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Youth Specialist - Group Therapeutic Services
Cleveland or Cuyahoga County or Lorain County
FieldFull Time
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.
403(b)
4w
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Operations Specialist
Beachwood, Ohio, United States
$60k-$63k/yr HybridFull Time
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
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