45 client support manager jobs at 24 companies in Erlanger, KY
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
2mo
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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
2d
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Work From Home - Client Support Manager
Hamilton, Ohio, United States
RemoteRemote
Requires customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and commitment to professional growth and work-life balance.
Zoom
2mo
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Client Support & Benefits Representative
Cincinnati, Ohio, United States
RemoteFull Time, Part Time
Licensed (or willing to obtain) life & health insurance agent; strong communication, interpersonal and time-management skills; self-motivated, results-driven; basic computer/CRM skills.
1w
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Cybersecurity Client Relationship & Sales Support Specialist
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Pete or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
1w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1w
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Client Success Liaison
Cincinnati, Ohio, United States
$17/hr OnsiteFull Time
Requires professionalism, empathy, collaboration, strong communication, discretion, and the ability to support clients, manage sensitive interactions, document accurately, and coordinate with care teams.
CRM, EMR, HSA, FSA
1mo
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2w
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Wealth Client Management Associate
West Chester, Ohio, United States
OnsiteFull Time
0+ YOEProvides day-to-day support to client management consultants; requires strong Microsoft Office skills, attention to detail, communication skills, and 0-2 years experience or a two- or four-year degree.
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, PDF, CAPCONNECT, SharePoint
1w
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Client Experience Specialist
Covington, Kentucky, United States
$14/hr OnsiteFull Time
High school diploma/GED required; customer support or receptionist experience preferred; strong communication, multitasking, and time-management skills; maintain confidentiality and EHR per regulations.
2d
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Therapeutic Support Specialist - Adolescent Residential (2nd)
Cincinnati, Ohio, United States
$18-$21/hr OnsiteFull Time
High school diploma or equivalency, behavioral health or client care experience, communication, problem-solving, crisis management, computer, documentation, and client transportation skills.
computer
2mo
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Client Service Supervisor - HAO - Monday to Friday; weekends as needed; 7:30am to 4:30pm
Florence, Kentucky, United States
OnsiteFull Time
7+ YOE5+ MgmtSupervise client service specialists, direct workflow, train staff, create documented resolutions, provide account support and handle escalations. Requires high school diploma/GED, 7+ years industry experience, 5+ years supervisory experience.
4w
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Landscape Office Assistant Manager
Cincinnati, Ohio, United States
$20-$25/hr HybridPart Time
3+ YOE3+ years office administration or operations experience, strong billing and bookkeeping skills, systems/process improvement experience, QuickBooks and Jobber proficiency, client-facing communication skills, valid driver and reliable car for local travel.
QuickBooks, Jobber, Google Docs, Google Sheets, Google Drive, Social Media, Apple/Mac ecosystem
2w
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Branch Office Administrator
Germantown, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology support for financial advisors; requires computer literacy and adaptability.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Software Project Coordinator with Operational Responsibilities
Cincinnati, Ohio, United States
HybridFull Time
3+ YOEBachelor's degree, 3+ years project coordination/operational support experience, experience with warehouse/distribution software, production system support, incident management, and client relationship management.
WMS, WES, WCS, ERP, TMS
1mo
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Project Professional - Tax Process Coordinator (Cincinnati)
Cincinnati, Ohio, United States
HybridFull Time
2+ YOE2+ years in client service/administrative support in professional services; strong organization, communication, and coordination skills; familiarity with tax intake, trackers, and deadlines; comfortable client interaction.
Microsoft SharePoint, Microsoft Excel, Microsoft Outlook, Microsoft Teams
1mo
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Unemployment Claims Associate - OH - On Site
Cincinnati, Ohio, United States
$18-$23/hr OnsiteFull Time
Manage and respond to unemployment claims, coordinate with clients and state agencies, maintain unemployment tracking data, and support client compliance and single-call resolution goals.
Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe Acrobat, HRIS, CRM
2mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
5+ YOESupport advisors and clients; manage accounts; strong MS Office; detail oriented; project/time management; communication; growth mindset.
Microsoft Office, MS Teams, Excel, Outlook, Salesforce, Zoom, Orion
3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
3w
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Branch Office Administrator - West Chester, OH
West Chester, Ohio, United States
OnsiteFull Time
Provide client service, manage account administration, support financial advisors, strong attention to detail, computer literacy, and teamwork; willingness to complete 6-month training.
MoneyGuide, Salesforce, Microsoft Office
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