1mo
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Client Support & Benefits Representative
Toledo, Ohio, United States
RemoteFull Time, Part Time
Requires or willingness to obtain an insurance license; strong communication, interpersonal and time-management skills; self-motivated with basic CRM/computer skills; remote sales experience preferred.
CRM
2w
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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
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
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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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.
4d
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PTI SW - 5400 Lakeshore Road 305, Comber
Comber, Ontario, Canada
$24-$27/hr OnsitePart Time
Provide personal care, follow structured routines and safe management techniques, support clients with complex behaviours, maintain positive attitude and appearance, and document support as required.
2w
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Coordinator - Independent Medical Evaluation (IME) Services
Westlake, Ohio, United States
OnsiteFull Time
Coordinating administrative tasks for IME services, managing medical records, handling phone communications, supporting clients and evaluators, and maintaining organized documentation.
Microsoft Office, PDF tools, scanning equipment
1mo
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Strategist Coordinator
Maumee, Ohio, United States
OnsiteFull Time
TFO Wealth Partners: Multi-family office providing wealth management and investment advisory services.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
Salesforce CRM
1mo
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Case Manager - Supportive Services for Veteran Families, Lorain County - Full-Time
Lorain, Ohio, United States
$42k/yr OnsiteFull Time
Provide case management for up to 25 veterans, using trauma-informed care and Housing First; complete assessments, develop housing plans, document in HMIS, conduct outreach, accompany clients to appointments; valid Ohio driver’s license and background check required; HS diploma required; bachelor’s in social work preferred.
HMIS
3w
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Monroe, MI
Monroe, Michigan, United States
OnsiteFull Time
Providing client service, account management, and administrative support for financial advisors; strong computer literacy and interpersonal skills; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2w
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Team Lead Janitorial- Akron,OH
Akron or Medina
FieldFull Time
Supervise and support cleaning operations across multiple client sites; valid driver\u0002s license, reliable transportation, physical ability to lift equipment, strong time-management and problem-solving skills.
1mo
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Customer Relations Representative - State Farm Agent Team Member
Amherst or Wellington
$35k-$50k/yr OnsiteFull Time
Strong communication and problem-solving skills; customer service experience preferred; ability to handle situations calmly; duties include managing inquiries, maintaining client records, supporting retention, and prospecting.