16 client support manager jobs at 11 companies in Defiance, OH
2mo
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Client Support & Benefits Representative
Fort Wayne, Indiana, United States
RemoteFull Time, Part Time
Must have or be willing to obtain an insurance license, strong communication and interpersonal skills, self-motivated, able to work independently, and basic computer skills for CRM and client management.
2mo
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Client Support & Benefits Representative
Toledo, Ohio, United States
RemoteFull Time, Part Time
Requires or willingness to obtain an insurance license; strong communication, interpersonal and time-management skills; self-motivated with basic CRM/computer skills; remote sales experience preferred.
CRM
2d
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Direct Support Manager - Allen County
Lima, Ohio, United States
$20/hr FieldFull Time
Provide in-home direct support, mentor and coach clients, assist with community activities and daily living, and support client independence.
2d
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Direct Support Manager - Defiance County
Defiance, Ohio, United States
$20/hr FieldFull Time
Provide in-home support, mentoring, and supervision to people with developmental disabilities; participate in activities and support clients' daily living needs.
3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, promote banking offerings, and support operational excellence; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Area Manager, GCL Logistics
Fort Wayne, Indiana, United States
$164k-$240k/yr OnsiteFull Time
10+ YOEBachelor's or equivalent,10+ years logistics/supply chain experience managing vendors/3PL,5+ years client-facing logistics support,SQL knowledge,operations Six Sigma preferred,ability to travel up to 25%.
SQL
2mo
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Strategist Coordinator
Maumee, Ohio, United States
OnsiteFull Time
TFO Wealth Partners: Multi-family office providing wealth management and investment advisory services.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
Salesforce CRM
4d
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Experienced Bookkeeper/Bookkeeping Manager (QuickBooks Online & Desktop)
Sylvania, Ohio, United States
OnsitePart Time
5+ YOE5+ years QuickBooks Online and Desktop experience, full-cycle bookkeeping, reconciliations, payroll support, financial reporting, Microsoft Excel proficiency, ability to manage multiple clients independently.
QuickBooks Online, QuickBooks Desktop, Microsoft Excel
4w
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Legal Administrative Assistant
Findlay, Ohio, United States
OnsiteFull Time
Demonstrated administrative and secretarial experience, proficiency with Microsoft Office and case management systems, strong communication and organizational skills, ability to maintain confidentiality and relate to low-income clients.
Microsoft Office
3d
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Non-Reg On-Caller - Hillsdale, MI
Hillsdale, Michigan, United States
OnsiteFull Time
Provide exceptional client service, manage account transactions and administration, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, attention to detail, and conversational skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Document Control Specialist - Bowling Green, OH
Bowling Green, Ohio, United States
OnsiteFull Time
4+ YOE4+ years document control experience in construction, proficiency with Autodesk Construction Cloud, strong QA/QC, submittal/RFI management, and coordination across engineering, field, and client teams.
Autodesk Construction Cloud (ACC), ACC Docs, ACC Build, Infralink, Copilot
2d
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Home Care Service Coordinator
Lima, Ohio, United States
$21-$23/hr OnsiteFull Time
1+ YOESchedule and supervise in-home care staff, manage client authorizations and records, onboard administrative hires; requires HS diploma, 1 year scheduling/healthcare and 1 year office/recruiting experience, reliable transportation, Microsoft Word/Excel skills.
Microsoft Word, Microsoft Excel
1mo
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Part Time (30 Hours) Associate Banker, Cable Rd Branch, Lima, OH
Lima, Ohio, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, manage lobby traffic using a tablet, support digital banking adoption, and perform branch operations; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
1mo
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Litigation Assistant
Sylvania, Ohio, United States
OnsiteFull Time
Preparing documents and supporting litigation paralegals/attorneys; case management, scheduling, docketing, client communication, and legal documentation. Proficient in Microsoft Outlook, Word, and Excel with strong English and research skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
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