33 client support manager jobs at 25 companies in Florence, KY
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
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.
5d
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
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)
4w
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Assistant Manager Client Relationship Center Sales
Cincinnati, Ohio, United States
OnsiteFull Time
Manage and develop licensed life insurance sales team, drive sales production, coach associates, monitor performance, and support CRC initiatives.
Microsoft Office
2mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Legal Assistant - Private Client (Cincinnati)
Cincinnati, Ohio, United States
OnsiteFull Time
Provide administrative support for trusts and estates attorneys; prepare and e-file documents; manage calendars, mail, billing and client communications. Proficiency with Microsoft Office and strong written English required.
Microsoft Office
3w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Recovery House Manager
Cincinnati, Ohio, United States
OnsiteFull Time
High school diploma/GED and CDCA required; experience in substance use recovery required; ability to lift 25 lbs and traverse campus; perform inspections and support clients' independent living skills.
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Case Manager - Permanent Supportive Housing
Cincinnati, Ohio, United States
$18-$22/yr FieldFull Time
Assess, plan, implement, monitor, and evaluate client service plans; valid driver\u0010s license and reliable transportation required; HS diploma required; related degree preferred; strong communication and organizational skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Microsoft PowerPoint
2d
Save
Mark Applied
Hide
Office Professional CCBHC
Madison, Indiana, United States
$14-$20/hr OnsiteFull Time
1+ YOEPerforms client greeting, scheduling, data entry, co-pay collection, phone/email triage, telehealth support, and office document management; High School diploma and 1+ year administrative experience preferred; Excel/Outlook/telehealth skills.
Microsoft Excel, Microsoft Outlook, Zoom, Skype, Avatar
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Explore Jobs