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
1mo
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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
1mo
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Client Support Advocate
Columbus or San Diego
HybridFull Time
1+ YOE1+ years client support or payment-processing experience; strong communication, problem-solving, and organizational skills; proficiency with Salesforce and Microsoft Office; ability to manage priorities in a compliance-sensitive environment.
Salesforce, Microsoft Office Suite
1w
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Client Support Specialist
Ohio or North America
$60k-$79k/yr RemoteFull Time
1+ YOE1–3 years application support experience; familiarity with SaaS/local government systems, scripting, databases, incident management, and strong communication. Proficiency with Microsoft Word and Excel.
Microsoft Word, Microsoft Excel
1w
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Client Success Support Specialist
Austin or Alabama or Alaska or California or Colorado or District of Columbia or Delaware or Florida or Georgia or Hawaii or Illinois or Massachusetts or Maryland or Minnesota or North Carolina or North Dakota or New Hampshire or New Jersey or Nevada or New York or Ohio or South Dakota or Tennessee or Texas or Virginia or Washington or Wisconsin or Wyoming
$60k-$70k/yr RemoteFull Time
Customer-service experience supporting clients and end users; onboarding, account management, ticket resolution, basic site configuration; familiarity with spreadsheets, HubSpot, Asana, HelpScout; US work authorization required.
HubSpot, Asana, HelpScout, Google Sheets, Microsoft Excel, SQL, JSON, CSS, Slack
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
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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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
2mo
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Sales Support Manager
Pataskala, Ohio, United States
OnsiteFull Time
3+ YOE2+ MgmtLead a sales support team; manage proposals, CRM data, and vendor coordination; provide client service.
Salesforce, HubSpot, CRM, ERP
1mo
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Private Client Sales Strategy Support Manager, Vice President
New York or Wilmington or Columbus
$122k-$170k/yr OnsiteFull Time
5+ YOE5+ years in financial services or sales strategy/business development; strong consultative, project management, communication, and stakeholder relationship skills; ability to design and operationalize measurable business strategies and controls.
1mo
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Client Success Manager (Remote)
Ohio or United States
$59k-$75k/yr RemoteFull Time
Manage assigned accounts to achieve quota, build customer relationships, develop consultative success plans, monitor usage and health, coordinate with technical support, and drive renewals and growth; strong communication and project management skills required.
Salesforce.com, Gainsight
1mo
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Institutional Client Group Credit Support Manager
Minneapolis or Cincinnati or Denver or Charlotte or New York or Los Angeles
$170k-$200k/yr OnsiteFull Time
10+ YOE10+ years in banking/financial services, proven management experience leading large complex teams, experience with credit operations, transformation, outsourcing, and technology adoption; strong communication and analytical skills.
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 Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, execute transactions, manage client inquiries, and assist with account documentation and meeting preparation.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
2w
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RCM Client Coordinator
Carrollton or Horsham Township or Columbus or Sparks or Clearwater
$18-$21/hr OnsiteFull Time
1+ YOE1+ year relevant experience; proficiency with Microsoft Office; knowledge of medical terminology and customer service; strong time management, communication, and detail orientation.
Microsoft Office
1mo
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Client Service Coordinator
Beavercreek, Ohio, United States
$15-$19/hr OnsitePart Time
Managing client and pet flow through the hospital, coordinating care, ensuring clear communication with clients and associates, and supporting veterinary team productivity in a front-office, customer-facing role.
Workday
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.
6d
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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
1w
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Client Relationship Analyst
Columbus, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; execute transactions; manage calendars; strong Microsoft Office and interpersonal skills; willingness to obtain Series licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3w
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IT Client System Analyst
Dayton, Ohio, United States
HybridFull Time
University of Dayton: Catholic research university providing undergraduate and graduate higher education.
5+ YOEAssociate's degree or 5 years IT customer support experience, Active Directory administration, client management tools, workstation imaging for Windows and OSX, hardware diagnostics, enterprise print support, valid driver\u0002s license, strong communication and time-management.
Active Directory, Windows, OSX, client management tools, ITSM
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