1w
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or equivalent experience, strong verbal and written communication, client service and organizational skills, attention to detail, willingness to obtain FINRA licenses (Series 7 and 66 or 63/65) within 12 months.
2w
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Client Assistant
Cleveland, Ohio, United States
$22-$29/hr OnsiteFull Time
2+ YOE2+ years relevant experience; strong client service, detail orientation, Microsoft Office proficiency; expected to obtain SIE, Series 7 and 66 within 18 months.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
5d
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Client Associate
Rocky River, Ohio, United States
OnsiteFull Time
3+ YOEBachelor's preferred; Series 7 and 66 or willingness to obtain; 3+ years client-service experience in wealth management/private banking; strong attention to detail, communication, and organizational skills.
2mo
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Client Associate
Cleveland, Ohio, United States
$58k-$72k/yr OnsiteFull Time
2+ YOESeries 7 and 66 (or willingness to pass), 2+ years client service experience in finance preferred, bachelor's degree preferred, proficient in Microsoft Office, excellent communication, strong attention to detail and discretion.
Microsoft Office Suite
1w
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Sr. Client Manager
Cleveland, Ohio, United States
$66k-$129k/yr HybridFull Time
5+ YOE1+ MgmtBachelor's with 5+ years client service/claims management or HS/GED with 10+ years; 1+ year supervisory experience; strong communication, financial acumen, and consultative client management skills.
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting team productivity; specific certifications or years of experience not stated.
1mo
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Client Partner Director
Denver or Atlanta or Austin or Bentonville or Boston or Chicago or Cincinnati or Cleveland or Dallas or Houston or Jersey City or Minneapolis or Nashville or New York City or Los Angeles or San Francisco or Seattle or St. Louis or United States
$250k-$290k/yr HybridFull Time
8+ YOE8+ years in consultative, data-driven sales or client strategy; proven executive-level selling, multi-product deal negotiation, strong commercial/analytical skills, leadership/mentorship, US work authorization, ability to travel ~40%+.
Looker, Salesforce, Google Suite
1mo
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Client Services Facilitator
Cleveland, Ohio, United States
$18-$24/hr OnsiteFull Time
Managing phone and email client communications, routing inquiries, maintaining client database, using ControlTex/Cube, advanced Microsoft Excel, HS diploma, 1–3 years customer service or administrative experience preferred.
Microsoft Excel, ControlTex, Cube
3mo
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Client Executive - Retirement Planning
Cleveland, Ohio, United States
OnsiteFull Time
5+ YOELead client relationships for retirement plans; manage multi-national accounts; drive growth; mentor team.
1mo
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Private Client Advisor
Cleveland, Ohio, United States
HybridFull Time
Provide investment solutions and financial planning for mass-affluent clients; required FINRA SIE, S7, S66/S63 and S65, state insurance licenses; high school diploma (BA preferred); strong sales and client relationship skills.
3mo
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Senior Client Advocate
Cleveland, Ohio, United States
$195k-$235k/yr OnsiteFull Time
10+ YOE10+ years commercial P&C insurance in client-facing role; renewal end-to-end knowledge; coverage form analysis; client relationship management; strong communication; project management; P&C license; some travel.
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinate client flow and pets through the hospital; support veterinary team; ensure friendly communication and a welcoming environment.
3d
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Client Care Manager
Austintown, Ohio, United States
FieldFull Time
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
4d
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Client Partner (Director) – Cincinnati
Cincinnati or Cleveland or Columbus
$164k-$246k/yr OnsiteFull Time
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
3w
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Client Service Associate
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
2mo
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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
2mo
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Client Support Assistant
Cleveland, Ohio, United States
OnsiteFull Time
Supports client and account operations, digital tooling, and service delivery in a wealth management setting; requires high school diploma; finance experience and strong digital skills preferred.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, DocuSign, Custodial platforms, Document management systems
1mo
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Client Service Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
5+ YOESeries 7 and 66 licenses, ideally 5+ years client service experience in finance, bachelor's degree preferred, proficient in Microsoft Office Suite, strong communication and analytical skills.
Microsoft Office Suite, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel, Infinite Computer Solutions, Aon, KornFerry
2mo
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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.
2w
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Client Success Manager
Cleveland, Ohio, United States
RemoteFull Time
4+ YOE4+ years enterprise CSM or project management experience; strong communication, organization, and client-facing skills; proficiency with Salesforce, Tableau, Microsoft Office/Teams; ability to translate data into actionable insights.
Salesforce, Tableau, Microsoft Office, Microsoft Teams