2mo
Save
Mark Applied
Hide
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
1d
Save
Mark Applied
Hide
Correspondent Client Support Manager
Plano or Jacksonville or Columbus or Fort Worth or Tampa or Ravenna
OnsiteFull Time
3+ YOE3+ years experience in mortgage product, finance or origination operations; strong Excel and systems skills; analytical and client-facing; able to learn loan purchase processes quickly.
Microsoft Excel
1mo
Save
Mark Applied
Hide
Client Support & Benefits Representative
Cleveland, Ohio, United States
RemoteFull Time, Part Time
Licensed or willing to obtain an insurance license, strong communication, self-motivated, basic CRM/computer skills, ability to work independently in a remote sales/support role.
CRM
3w
Save
Mark Applied
Hide
TM Client Support Specialist II
Independence or Pittsburgh or Indiana or Cincinnati or Powell
HybridFull Time
3+ YOEHigh school diploma required; 3 years treasury management/accounting experience preferred; strong analytical, communication, and math skills; product implementation and troubleshooting experience.
Business Online Banking, TM Online, ACH Origination, Wires, Positive Pay, Lockbox, Cash Vault, Remote Deposit Capture, BAI, EDI
1mo
Save
Mark Applied
Hide
Immigration Client Support Specialist
Austin or Raleigh or Cleveland or Baltimore or Colorado or New York or California or Washington or Maryland or Illinois or Massachusetts or Minnesota or New Jersey or District of Columbia
$79k-$144k/yr RemoteFull Time
8+ YOEBachelor's degree or equivalent experience; 8+ years as a paralegal or in-house immigration specialist in high-volume business immigration; strong knowledge of nonimmigrant/immigrant/PERM processes, training/mentoring, project management, and MS Office. PowerBI and INSZoom are a plus.
Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, PowerBI, INSZoom
3w
Save
Mark Applied
Hide
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
18h
Save
Mark Applied
Hide
Client Care & Intake Specialist
Fairlawn, Ohio, United States
OnsiteFull Time
Perform high-volume client intakes, data entry into case management systems, outbound calls to clients and medical providers, strong MS Office skills, 45 wpm typing, high school diploma/GED.
Microsoft Office
2mo
Save
Mark Applied
Hide
Registered Client Relationship Analyst
Westlake, Ohio, United States
OnsiteFull Time
2+ YOEProvide client service and administrative support to Financial Advisors and teams; handle account documentation, inquiries, and data entry; support client relationships and onboarding.
Microsoft Office
1mo
Save
Mark Applied
Hide
Client Service Associate - Fiduciary
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEProvide client service and execute transactions, maintain client relationships, identify digital self-service opportunities, communicate with internal partners, and support problem resolution; typically requires a bachelor's degree.
3w
Save
Mark Applied
Hide
Client Services Coordinator
Akron, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year customer service and front-desk experience, ability to work flexible hours including nights/weekends/holidays, driver’s license and MVR clearance required for some states, EHR and basic computer skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic health record, Web browser, Telephone
1w
Save
Mark Applied
Hide
Bilingual Client Support Representative: 11am-8pm Eastern Time Shift
Cleveland or United States
$16-$26/hr HybridFull Time
0+ YOEFluent English and Spanish, high-volume customer service experience, HS diploma or equivalent, driver’s license, proficiency with Microsoft Outlook/Excel/Word, Salesforce preferred; 0–2 years relevant experience preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce
4d
Save
Mark Applied
Hide
KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
1w
Save
Mark Applied
Hide
Senior Registered Client Associate
Westlake, Ohio, United States
$29-$44/hr OnsiteFull Time
2+ YOE2+ years brokerage/client support experience, FINRA Series 7 and 63 required, customer service and administrative skills, intermediate Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
Wealth Management Client Associate
Pepper Pike, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and maintain accuracy and compliance; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
Save
Mark Applied
Hide
Veterinary Client Services Representative - Overnights
Akron, Ohio, United States
$15-$22/hr OnsiteFull Time
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide client-facing support in a veterinary hospital, handle check-in, phones, payments, records; Microsoft Word/Excel competency and strong communication required.
Microsoft Word, Microsoft Excel
2w
Save
Mark Applied
Hide
Client Service Representative
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOE1+ year customer helpdesk experience, 30–50 WPM typing, proficiency with PC/Windows, Microsoft Outlook/Word/Excel, iOS/Android devices, strong analytical and communication skills for chat/email/phone support.
iOS, Android, Microsoft Outlook, Microsoft Word, Microsoft Excel
4d
Save
Mark Applied
Hide
Client Service Ops Specialist, Doc Management/Mailroom
Westlake, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma required (associate preferred). Minimum 1 year data entry or document management experience preferred. Experience with vault/records management, confidentiality, and fast-paced customer environments. 10‑key and typing skills valued.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2d
Save
Mark Applied
Hide
Litigation Support - Litigation Support Representative
Roswell or Tampa or Cleveland or Orlando or Houston or New Jersey or Las Vegas
$18-$23/hr HybridFull Time
2+ YOE2+ years professional experience preferred; detail-oriented, organized, client-focused, comfortable with technology and Microsoft Office; strong communication and confidentiality.
Microsoft Office
2d
Save
Mark Applied
Hide
Direct Support Professional - $15 - Millersburg/ICF
Millersburg, Ohio, United States
$15/hr OnsiteFull Time
Provide non-medical support to people with developmental disabilities, promote independence, assist with daily activities and community outings, and support client self-esteem.
2w
Save
Mark Applied
Hide
Remote Support Professional
Akron, Ohio, United States
OnsiteFull Time
High school diploma or equivalent, strong computer and communication skills, ability to respond to emergencies, experience with developmental disabilities preferred; ability to monitor and document client status.