2mo
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Client Support Assistant
Kenwood, Ohio, United States
OnsiteFull Time
0+ YOEProvide administrative, operational and client service support to Portfolio Manager unit; strong digital skills and ability to work in fast-paced advisory setting.
CRM systems, Document management, Custodial platforms, Office productivity tools, Reporting tools
1mo
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Client Support Specialist
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOEAssociates or bachelor's degree preferred, 1-2 years office experience, strong oral/verbal/organizational skills; perform data entry, process funding/authorizations, manage records and support front desk.
OBHIS
1w
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Client Support Analyst III
Cincinnati, Ohio, United States
RemoteFull Time
Senior-level individual contributor handling the most complex support tickets, advanced server/network/cloud troubleshooting, mentorship, documentation, on-call participation, and client communication.
1mo
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Client Support & Benefits Representative
Covington, Kentucky, United States
RemoteFull Time, Part Time
Licensed or willing to obtain life & health insurance license; strong communication, self-motivated, CRM/basic computer skills, ability to generate leads and maintain client relationships.
CRM
2mo
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Sales & Client Support Coordinator
Englewood, Ohio, United States
OnsiteFull Time
Tech proficiency with Microsoft Office, Google Workspace, PowerPoint; Adobe Creative Suite experience; strong communication; organized; CRM data entry and sales support experience preferred; graphics familiarity a plus.
CRM, Microsoft Office, Google Workspace, PowerPoint, Adobe Creative Suite
2w
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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
2mo
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Client Care and Project Mgmt Support
Fairfield, Ohio, United States
$20-$23/hr OnsiteFull Time
Customer-focused, detail-oriented, data entry, scheduling, Microsoft Office proficiency, strong communication, able to multitask, team player.
Microsoft Office
1mo
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Client Service Coordinator
Beavercreek, Ohio, United States
$15-$19/hr OnsitePart Time
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
Workday
2mo
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Associate Client Executive (ACE)
Grand Rapids or Cincinnati or Detroit or Columbus or Ann Arbor
HybridFull Time
2+ YOEEarly-career sales role in insurance with client support and product knowledge.
3w
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; strong Microsoft Office, communication, organizational skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
3mo
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Client Experience Representative
Fort Wright, Kentucky, United States
OnsiteFull Time
1+ YOE1+ year experience in client support; high school diploma; data entry; customer service; tech-savvy; UKG Ready experience preferred
UKG Ready, Workforce Ready, Payroll software
3w
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Client Relationship Analyst
Beavercreek, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, advanced Microsoft Office skills; willing to obtain securities licenses (Series 7/66 or Series 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
1d
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Client Services Representative
Mason, Ohio, United States
$14-$18/hr OnsiteFull Time, Part Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
Provide reception and client-service support at a veterinary hospital, including scheduling, check-in/check-out, invoicing, product sales, and basic veterinary knowledge. High school diploma required; prior reception experience preferred.
Microsoft Office, PIMS, e-mail, practice management software
2d
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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
4w
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IT Client System Analyst
Dayton, Ohio, United States
HybridFull Time
University of Dayton: Catholic research university providing undergraduate and graduate higher education.
5+ YOEAssociate's degree or 5 years IT customer support experience, Active Directory administration, client management tools, workstation imaging for Windows and OSX, hardware diagnostics, enterprise print support, valid driver\u0002s license, strong communication and time-management.
Active Directory, Windows, OSX, client management tools, ITSM
2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
1mo
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Institutional Client Group Credit Support Manager
Minneapolis or Cincinnati or Denver or Charlotte or New York or Los Angeles
$170k-$200k/yr OnsiteFull Time
10+ YOE10+ years in banking/financial services, proven management experience leading large complex teams, experience with credit operations, transformation, outsourcing, and technology adoption; strong communication and analytical skills.
2mo
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Client Experience Coordinator | Milford, OH (Milford, OH, US, 45150)
Milford, Ohio, United States
OnsiteFull Time
2+ YOETwo+ years in office administration; strong communication; proficient in Outlook, Word, Excel; detail-oriented; highly organized; CRM/SAP experience preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, SAP
1mo
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Personal Lines - Client Services Analyst
Fairfield, Ohio, United States
$50k-$60k/yr OnsiteFull Time
Support UAT and system analysis for personal lines; requires Excel proficiency, basic personal lines knowledge, customer-service skills, and UAT experience; SQL preferred; bachelor's degree preferred.
Microsoft Excel, SQL
3mo
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Client Relations Specialist Colerain Kia Allstate
Cincinnati, Ohio, United States
OnsiteFull Time
0+ YOEEntry-level insurance support; friendly, dependable, adaptable, positive; retail schedule including evenings and Saturdays; customer-facing at dealership.