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
1w
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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
1mo
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Client Support & Benefits Representative
Akron, Ohio, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, time management, and basic CRM/computer skills.
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
1mo
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Client Services Coordinator
Cleveland, Ohio, United States
$45k-$60k/yr OnsiteFull Time
2+ YOEMinimum 2 years in administrative, client service, workflow, or document processing roles; strong MS Office; Adobe; document management; fast learner.
Microsoft Office, Adobe, Document management systems
1w
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Client Care Coordinator (onboarding / scheduling)
Beachwood or Shaker Heights
OnsiteFull Time
2+ YOE2+ years client care or staffing coordination experience in home care; Associate’s in healthcare management or related preferred; strong organization, communication, scheduling software proficiency, and attention to detail.
5d
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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
2mo
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Client Services Representative
Boston Heights, Ohio, United States
$24/hr HybridFull Time
0.5+ YOEProvide inbound/outbound client support and case management, handle warranty/product issues, maintain accurate records, meet contact center KPIs, high school diploma, 6 months customer-service experience preferred, Microsoft Suite proficiency.
Microsoft Suite
1mo
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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
2d
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Client Service Operations Specialist, Doc Management
Westlake, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year document or data entry experience preferred. Knowledge of vault/records management, document scanning, workflow systems, Microsoft Office, 10-key and 45+ WPM typing; ability to handle confidential materials.
Microsoft Excel, Microsoft Word, Microsoft Outlook, workflow systems, document scanning technology
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.
3mo
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Commercial Construction - Assistant Project Manager
Brunswick, Ohio, United States
FieldFull Time
Support project management for commercial construction projects: assist estimating, subcontractor qualification, scheduling, procurement, progress monitoring, client communication, and project closeout.
3w
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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
3mo
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Junior Account Manager - Residential
Cleveland, Ohio, United States
RemoteFull Time
2+ YOESupport key account managers with administrative, operational and client-facing tasks; manage client records, coordinate cross-functional teams, and assist in reviews and reporting.
Microsoft Excel, PowerPoint, Salesforce, MS Office
3w
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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
1w
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Multi Site Operations Support Specialist (Supervisor)
Parma, Ohio, United States
$23/hr OnsiteFull Time
Supervise and train janitorial teams, perform building inspections, handle client requests, provide coverage for unstaffed sites, reliable transportation, pass drug/background checks.
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.
1w
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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.
3w
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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.
3w
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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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