42 client services specialist jobs at 29 companies in Marion, OH
4d
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Specialist, Bundled Client Services
Columbus or United States
$71k-$133k/yr HybridFull Time
4+ YOEUndergraduate studies or equivalent experience, FINRA Series 6 license, and four years of financial services experience in retirement plans with client consultation experience. Requires advanced retirement plan and regulatory knowledge.
ERISA, Internal Revenue Code
4w
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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 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
2w
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Client Service Specialist
Columbus, Ohio, United States
$45k-$70k/yr OnsiteFull Time
Provide white-glove client service, prepare and submit account paperwork, assist with account transitions, support advisors with administrative tasks, and possess or obtain required financial licensing.
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
3w
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Private Client Experience Specialist - Westerville, OH
Westerville, Ohio, United States
OnsiteFull Time
2+ YOE2+ years financial services experience delivering exceptional service to affluent clients; familiarity with deposit and lending products; NMLS registration required upon hire; bachelor’s degree preferred.
4d
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Senior Associate - Client Relations Specialist - Hybrid
Kansas City or Denver or Boston or Dublin or Chicago or Waltham or Braintree
$45k-$105k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience; 2+ years of client-facing financial services experience; strong communication, analytical, organizational, problem-solving, and numerical reasoning skills.
Microsoft Word, JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel
5d
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Client Success Specialist: Full Time
Columbus, Ohio, United States
$14-$17/hr OnsiteFull Time
High school diploma or equivalent required. Customer service, data entry, and dental experience are preferred. Strong communication with dental professionals is needed.
tracking system
3d
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Client Retention Specialist (Remote)
Columbus, Ohio, United States
$19-$20/hr RemoteFull Time
Retention, sales, or collections experience; high school diploma or equivalent; CRM proficiency; strong communication, active listening, negotiation, deescalation, problem-solving, and multitasking skills.
Customer Relationship Management (CRM)
1w
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Client Care Specialist 2
Columbus, Ohio, United States
OnsiteFull Time
Medical assistant diploma or certification and valid CPR certification are required. Duties span clinical functions, phlebotomy, HIV/STD testing, front office work, referrals, and insurance verification.
3w
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Client Support Specialist - Greater Columbus, OH Area (REMOTE)
Columbus, Ohio, United States
RemoteFull Time
2+ YOESeries 7 required; Series 63 required or obtainable within 90 days; 2–3 years of financial services experience; financial planning knowledge and strong customer service, communication, organizational, and problem-solving skills.
5d
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Client Service Lead (Second Shift, Mon-Thu)
West Jefferson, Ohio, United States
OnsiteFull Time
3+ YOEHigh school diploma or GED and 3-5 years of client service experience. Requires problem-solving, conflict resolution, multitasking, documentation, and freight forwarding knowledge.
Predictive Index
4d
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Client Care Specialist | Experienced State Tested Nursing Assistant (STNA)
Marion or Canton
$18-$20/hr FieldFull Time, Part Time
Requires HHA or STNA certification, Ohio driver's license, reliable transportation, auto insurance, background check and drug screening, and ability to lift, push, pull, or carry up to 50 pounds.
smartphones, mobile apps, TapCheck
1mo
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Shelter Support Specialist
Columbus, Ohio, United States
$15/hr OnsiteFull Time, Part Time
High school diploma/GED required; service coordination, client engagement, crisis de-escalation, documentation, and compliance with vaccination policy.
1mo
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Shelter Support Specialist
Columbus, Ohio, United States
$15/hr OnsiteFull Time, Part Time
High school diploma/GED required; must perform service coordination, client engagement, crisis de-escalation, documentation, and follow organizational policies.
1w
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Payroll Specialist
Gadsden or Westerville
HybridFull Time
Bachelor’s degree or equivalent experience; multi-state payroll service experience for large client groups; wage, garnishment, and tax law knowledge; advanced PrismHR or iSolved experience preferred.
PrismHR, iSolved, Artificial Intelligence (AI)
3w
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ChoicePay Support Specialist Lead
Columbus, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years experience in operations, payments, financial services or client support; experience guiding teams, coordinating workflow, quality control, escalations; knowledge of commercial payment processes and Excel.
ChoicePay, Microsoft Office, Microsoft Excel
1mo
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Lifestyle Home Loan Specialist
Dublin, Ohio, United States
OnsiteFull Time
Build referral relationships, educate partners and clients about specialized mortgage programs, provide exceptional client service, and collaborate with operations; mortgage experience helpful but training provided.
2w
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Eligibility Referral Specialist 1
Mount Vernon, Ohio, United States
$20/hr OnsiteFull Time
Interview and screen applicants, determine financial eligibility for public assistance, complete data entry and case records, schedule appointments, refer clients to services; requires HS diploma or equivalent, valid driver\u0000\u0000s license, background check, ability to lift 25 lbs.
1mo
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Housing Navigation Specialist
Columbus, Ohio, United States
$22/hr OnsiteFull Time
Assess clients' housing needs, determine program eligibility, connect to resources, develop case plans, and maintain accurate confidential records; valid Ohio driver's license and trauma-informed care experience preferred.
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