2mo
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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
4d
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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
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Client Support & Benefits Representative
Youngstown, Ohio, United States
RemoteFull Time, Part Time
Licensed (or willing to obtain) insurance agent; strong communication and interpersonal skills; self-motivated and results-driven; basic computer skills for CRM and client management.
CRM
1mo
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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
1w
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Client Care Manager
Austintown, Ohio, United States
OnsiteFull Time
Relationship-focused care advisor to assess needs, create personalized care plans, conduct consultations and quality visits, support Care Professionals, and maintain documentation.
3d
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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
2w
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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
19h
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Client Success Coordinator
Cleveland, Ohio, United States
RemotePart Time, Temporary
3+ YOE2–3+ years research, client support, or business development experience; CRM and database experience; intermediate to advanced Microsoft Office (Teams, Outlook, Word, Excel, PowerPoint); strong research, analytical, communication, and time-management skills.
Microsoft Teams, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Account Manager (Client Services)
Orrville, Ohio, United States
OnsiteFull Time
Servicing existing clients and supporting financial advisors; preparing financial reports, onboarding new clients, processing account transfers, strong communication, MS Word/Excel/Outlook proficiency, high school diploma, SIE completed before start, valid driver's license and insurable record, fingerprint/background check, some travel.
Microsoft Word, Microsoft Excel, Microsoft Outlook
6d
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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
2mo
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Account Manager
Sunset Hills or Chicago or Dallas or Cleveland or St. Charles
RemoteFull Time
3+ YOE3-5 years in account management or client service; strong communication; B2B experience; ability to multi-task and manage deadlines.
1mo
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SAP EWM Manager - CMT
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. Petersburg 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
$80k-$294k/yr OnsiteFull Time
7+ YOE5+ Mgmt7+ years SAP EWM experience; 5+ years supporting CMT clients; 2 end-to-end SAP S/4 implementations; 5+ years managing SAP delivery teams in a Global Delivery Model; Bachelor’s degree or equivalent.
SAP, SAP EWM, SAP S/4
1w
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Evening Cleaning Support - Full Time (Medina Area)
Medina, Ohio, United States
$17-$18/hr FieldFull Time
Valid driver\u000driver's license and reliable transportation, attention to detail, ability to work evenings and occasional weekends, travel between client sites, time management skills.
3w
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Office Manager - Outpatient Services
Alliance, Ohio, United States
OnsiteFull Time
Supervise administrative staff, manage payments and deposits, check in clients, handle billing and EHR tasks, require HS/GED, intermediate MS Office skills, multiline phone experience, NextGen/EHR preferred.
Microsoft Office, NextGen, Electronic Health Records
5d
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Case Manager
Maple Heights, Ohio, United States
OnsiteFull Time
1+ YOEProvide case management and community support, develop treatment plans, coordinate transportation, maintain electronic client records, assist in crisis intervention; BLS and valid Ohio driver’s license required.
Microsoft Excel
1mo
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Associate Consulting Manager, Financial Reporting (Workiva)
Columbus or Chicago or Dallas or Cleveland
$106k-$132k/yr HybridFull Time
5+ YOE5+ years finance consulting or equivalent corporate reporting experience; experience leading or supporting Workiva implementations; strong financial reporting knowledge, client engagement leadership, project delivery, and communication skills.
Workiva
1mo
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Case Manager
Cleveland, Ohio, United States
$21/hr FieldFull Time
Bachelor's degree required, experience supporting vulnerable populations, valid Ohio driver's license; duties include client advocacy, connecting clients to housing/healthcare/substance use services, outreach and transportation.
3w
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Commercial Portfolio Manager 1
Lakewood, Ohio, United States
OnsiteFull Time
Supporting commercial loan portfolio management, coordinating with clients and underwriters, performing site visits and annual reviews, preparing reports, ensuring regulatory compliance, and managing vendor relationships.
1mo
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Account Manager I - Commercial Treasury Management
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
2+ YOEBachelor's degree typically required, 2+ years relevant experience, client-facing account management and sales support skills, strong communication, negotiation, and analytical abilities.
1mo
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Case Manager
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOEConduct assessments, develop and coordinate individualized treatment plans, provide ongoing support and crisis intervention, document care, and connect clients to community resources; Ohio driver's license required; addiction/mental health experience preferred.
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