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
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
2w
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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
3w
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Client Support Specialist – Standard Commercial Lines
Westlake or Cleveland or Ohio or Kentucky or Florida
HybridFull Time
2+ YOE2+ years Commercial Lines P&C experience, active Ohio P&C license, high school diploma/GED, proficiency with AMS360, ImageRight, Microsoft Excel/Word, strong communication and attention to detail.
AMS360, ImageRight, Microsoft Excel, Microsoft Word
2mo
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Client Service Associate - NR
Canfield, Ohio, United States
OnsiteFull Time
2+ YOEHigh School Diploma or equivalent; 2 years clerical/related industry; proficient in Microsoft Excel, Word, PowerPoint, Outlook; knowledge of administrative procedures and client services.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinating client and pet flow through the hospital, ensuring communication with associates and clients, and supporting team productivity; specific certifications or years of experience not stated.
3mo
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Client Service Coordinator
Aurora, Ohio, United States
$15-$19/hr OnsiteFull Time
Coordinate client flow and pets through the hospital; support veterinary team; ensure friendly communication and a welcoming environment.
8h
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Client Care Manager
Chagrin Falls, Ohio, United States
$55k-$60k/yr OnsiteFull Time
Cherished Companions Home Care: Provides in-home non-medical care and companionship for aging adults.
2+ YOEManage and lead personal care aides, scheduling, client and caregiver relations, on-call support, quarterly client visits, driver license and clean driving record, background check, 2 years customer service experience.
2w
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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.
1mo
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Client Service Associate - Fiduciary
Cleveland, Ohio, United States
$53k-$88k/yr OnsiteFull Time
0+ YOEProvide client service and execute transactions, maintain client relationships, identify digital self-service opportunities, communicate with internal partners, and support problem resolution; typically requires a bachelor's degree.
3w
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Client Services Coordinator
Akron, Ohio, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year customer service and front-desk experience, ability to work flexible hours including nights/weekends/holidays, driver’s license and MVR clearance required for some states, EHR and basic computer skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic health record, Web browser, Telephone
1w
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Bilingual Client Support Representative: 11am-8pm Eastern Time Shift
Cleveland or United States
$16-$26/hr HybridFull Time
0+ YOEFluent English and Spanish, high-volume customer service experience, HS diploma or equivalent, driver’s license, proficiency with Microsoft Outlook/Excel/Word, Salesforce preferred; 0–2 years relevant experience preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce
2d
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KPB Client Service Associate - Fiduciary Strategist Trust Support
Seattle or Rochester or Toledo or Albany or Brooklyn or Dayton
$25-$38/hr HybridFull Time
3+ YOE3+ years related experience, associate degree preferred, knowledge of banking/trust products, strong client service and communication skills, discretion with sensitive information, proficiency with Salesforce and Microsoft Office.
Salesforce, Microsoft Office
3mo
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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
1w
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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
1w
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Veterinary Client Services Representative - Overnights
Akron, Ohio, United States
$15-$22/hr OnsiteFull Time
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide client-facing support in a veterinary hospital, handle check-in, phones, payments, records; Microsoft Word/Excel competency and strong communication required.
Microsoft Word, Microsoft Excel
1mo
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Client Care & Intake Specialist
Fairlawn, Ohio, United States
OnsiteFull Time
High school diploma/GED, strong clerical and data-entry skills (45 wpm), MS Office proficiency, exceptional communication, attention to detail, ability to work under pressure, lift 20 lbs, call handling and intake experience preferred.
Microsoft Office
5d
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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.
1w
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Client Service Representative
Cleveland, Ohio, United States
OnsiteFull Time
1+ YOE1+ year customer helpdesk experience, 30–50 WPM typing, proficiency with PC/Windows, Microsoft Outlook/Word/Excel, iOS/Android devices, strong analytical and communication skills for chat/email/phone support.
iOS, Android, Microsoft Outlook, Microsoft Word, Microsoft Excel