1,186 client jobs at 418 companies in Streetsboro, OH
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Client Associate/Registered Client Associate
Westlake, Ohio, United States
$40k-$70k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
UBSSIX Swiss Exchange: UBSG: Multinational investment bank providing wealth management and financial services.
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.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
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.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support to Financial Advisors, ensure accurate client materials, learn technology platforms, and deliver excellent client experiences; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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/yrHybridFull Time
IbottaNYSE: IBTA: Provides a cash-back rewards and performance marketing platform.
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%+.
Evergreen Cooperative Laundry: Employee-owned provider of commercial laundry and linen services.
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.
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
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.
Home Instead: Personalized in-home care and companionship services for seniors.
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.
Slalom: Provides business and technology consulting and software engineering services.
Significant experience leading client relationships, business development, and delivery teams in consulting; track record growing accounts, managing revenue/profitability, and building executive relationships.
3+ YOE3+ years employee benefits experience, strong client management, financial analysis, EPIC and Microsoft Office proficiency, life and health license required, bachelor\u0002s degree preferred.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEBachelor's degree typically required, <1 year professional experience; strong client service, transaction processing, risk management, and problem-solving skills.
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
Johnson Investment Counsel: Provides comprehensive wealth management and investment advisory services.
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
Klie Law Offices: Provides legal representation for family, employment, and injury cases.
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.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and investment banking services.
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
Drips: AI platform for automated human-like consumer engagement via SMS.
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
Ren: Provides technology and administration for donor-advised funds and trusts.
1+ YOE1–3 years experience in client service or financial operations; bachelor’s preferred; familiarity with transaction processing, client account structures, Microsoft Office; strong communication, attention to detail, and ability to follow procedures.
Lubrizol: Produces specialty chemicals and additives for diverse industrial applications.
4+ YOEBachelor's degree or equivalent experience, 4+ years managing enterprise Windows endpoints and management platforms, experience with Microsoft Entra ID, Intune, Autopilot, Autopatch, Active Directory, PowerShell and WSL, strong documentation and communication skills.
Microsoft Entra ID, Microsoft Intune, Active Directory, Windows Autopilot, Microsoft Autopatch, PowerShell, Windows Subsystem for Linux (WSL), Windows 10, Windows 11, Group Policy
TEAM Wireless: Verizon Authorized Retailer selling wireless devices and service plans.
2+ YOE2+ years relevant sales experience; proven revenue growth, wireless/telecom/technology sales experience, new logo acquisition, CRM use (Salesforce), strong executive relationships, willingness to travel up to 20%, valid driver’s license preferred.