Client Services Specialist ICONMA, LLCClient Services SpecialistBrooklyn, OH$22 / hourCommunicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
NewClient Services Associate - Cleveland, OH FNB CorpClient Services Associate - Cleveland, OHCleveland, OHAll employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Position Overview: This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.
Client Services Coordinator Bober Markey FedorovichClient Services CoordinatorAkron, OHJOB DESCRIPTION The primary purpose of the Client Services Coordinator role is to support the delivery and processing of tax returns, manage workflow, coordinate client communication, and provide administrative support to ensure exceptional client service. Provides administrative and firm operations support, including but not limited to: Provide administrative support to tax and operational teams, including data entry, file maintenance, and document organization.
Client Services Training Specialist ArhausClient Services Training SpecialistBoston Heights, OHPossess excellent communication and presentation skills, thrive in a collaborative environment, and are committed to equipping team members with the confidence, product knowledge, and service skills needed to deliver exceptional client experiences. In this role, you will help shape the success of our Client Services team by delivering impactful training programs, creating engaging learning content, and fostering a culture of continuous learning and development.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesAkron, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Specialist # 26-20427 US Tech Solutions, Inc.Client Services Specialist # 26-20427Brooklyn, OH$22 / hourCommunicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.
NewClient Services Associate - Cleveland, OH First National Bank Of PennsylvaniaClient Services Associate - Cleveland, OHCleveland, OhioPrivate Banking- Experience with bank consumer, commercial products and operations and government banking regulationsWealth Management- Experience in trust accounting systems, and knowledge of banking and trust policies and procedures. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B.
Client Services Facilitator EvergreenClient Services FacilitatorCleveland, OhioSuccess in this role requires strong attention to detail, excellent multitasking abilities, and Advanced Microsoft Excel skills, along with experience in order of entry, inventory management, and customer service processes, are highly preferred. This role is responsible for managing phone and email communications, directing customer inquiries to the appropriate team members, and ensuring timely, accurate,and professional communication between clients and internal departments.
Client Services Training Specialist Arhaus IncClient Services Training SpecialistBoston Heights, OHPossess excellent communication and presentation skills, thrive in a collaborative environment, and are committed to equipping team members with the confidence, product knowledge, and service skills needed to deliver exceptional client experiences. In this role, you will help shape the success of our Client Services team by delivering impactful training programs, creating engaging learning content, and fostering a culture of continuous learning and development.
Client Services Representative (Bilingual/Spanish) Marmon Holdings IncClient Services Representative (Bilingual/Spanish)Westlake, OHRepresentative must be able to assist all inbound or outbound consumer or merchant interactions respectfully and quickly by providing direct assistance as defined below or route call to appropriate Service Level Representative or other department. Accurately and quickly verify contract obligations with consumer (via in bound or outbound call) by using various databases, predefined scripts, and document/update systems accordingly.
Client Services Coordinator SpeedPro AkronClient Services CoordinatorAkron, OhioWe’re the ones behind that fleet of trucks you see everywhere, and we’re also the ones that design, produce, and install the wall and floor murals you see at businesses, universities and sports arenas across the U.S. We specialize in large-format graphics that give our customers the wow-factor their business needed. SpeedPro creates visual experiences that change the world by helping businesses bring ideas to life by creating content that makes life more fun and marketing more impactful.
Controller, Client Accounting & Advisory Services (CAAS) Bober Markey FedorovichController, Client Accounting & Advisory Services (CAAS)Akron, OHWorks with Director and other CAAS Controllers to assure staff resources are scheduled properly, ensuring all deadlines are met, and to assure individual capacity loads are managed, while also structuring work teams for new engagements that successfully meet client expectations and help develop strong client partnerships. From large, publicly held companies to smaller, family owned businesses, our clients come in all shapes and sizes so you'll get opportunities to serve a variety of industries in many different ways.
Client Services Coordinator All Pro RecruitingClient Services CoordinatorWilloughby, OhioAssist clients with general requests and ensure questions are directed to the appropriate team member. · Previous experience in reception, administrative support, customer service, hospitality, or a related role.
NewTax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesCleveland, OH$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Service Manager Midwest Energy ServicesClient Service ManagerIndependence, OHFull timeCandidate would be part of the Client Service Team and must have excellent oral/written communication skills to handle manifold responsibilities as outlined below: Maintain and enhance relationships with existing and new clients. Midwest Energy Services is seeking a Client Service Manager with 2+ years of relationship management, client service or marketing experience within an energy supplier and energy broker environment.
Travel Client Services Coordinator Allergy Aware AdventuresTravel Client Services CoordinatorCleveland, OhioRemoteThis opportunity may be a great fit for someone with experience in customer service, education, hospitality, administration, sales, or other client-facing roles who is interested in applying those skills within the travel industry. This remote opportunity focuses on assisting clients with planning and coordinating travel experiences while providing excellent service throughout the process.
Client Services Representative Arhaus IncClient Services RepresentativeBoston Heights, OHOutbound Calls: Make outbound calls to customers to obtain information needed to file an initial case or to advance a current case to the next steps for processing. Day to Day: Ability to multi-task in a fast-paced environment, balancing multiple client interactions and case management tasks.
Veterinary Client Services Representative - Overnights MedVetVeterinary Client Services Representative - OvernightsAkron, OhioOur Client Service Representatives have the first interaction with our clients providing superior service to ensure client interactions are facilitated smoothly, compassionately and effectively throughout their MedVet Experience. This role requires practical knowledge of hospital organization, services, veterinary terminology, medical records and financial policies/transactions.
Lab Client Services - Lab Outreach - Lorain Hospital (PRN) Bon Secours Mercy Health IncLab Client Services - Lab Outreach - Lorain Hospital (PRN)Lorain, OHThe Lab Client Services supports overall laboratory operations by performing the duties of receptionist, patient and/or specimen collection and registration to include: test ordering, billing, verifying medical necessity, and preparation for mailing of laboratory test results. Individuals in this position are required to exercise universal precautions, use personal protective equipment and devices, and learn the policies concerning infection control.
NewLab Client Services - Lab Outreach - Lorain Hospital (Prn) Mercy HealthLab Client Services - Lab Outreach - Lorain Hospital (Prn)Lorain, OHThe Lab Client Services supports overall laboratory operations by performing the duties of receptionist, patient and/or specimen collection and registration to include: test ordering, billing, verifying medical necessity, and preparation for mailing of laboratory test results. Individuals in this position are required to exercise universal precautions, use personal protective equipment and devices, and learn the policies concerning infection control.