Client Services Specialist(Hybrid) Nesco Resource, LLCClient Services Specialist(Hybrid)Brooklyn, OH$22 / hourThis position provides operational and technical assistance to internal users and clients, researches and resolves system issues, manages system access, and partners with technology and operations teams to ensure effective delivery of Wealth Management services. The Wealth Management Operations & Systems Support Specialist supports Wealth Management operations with a primary focus on fiduciary trust systems, technology platforms, and user support.
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.
Client Services Specialist IconmaClient Services SpecialistBrooklyn, OHCommunicate 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 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.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesCleveland, 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.
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.
NewController, 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.
Senior Client Service Manager - Commercial Lines GallagherSenior Client Service Manager - Commercial LinesRichfield, OhioFull timeAbout you : Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience, or a High School degree/GED with a minimum of 10+ years of client service and/or claims management experience. How you'll make an impact : Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions.
Senior Client Service Manager, Personal Choice Retirement Accounts The Charles Schwab CorpSenior Client Service Manager, Personal Choice Retirement AccountsRichfield, OHWorking closely with clients and business partners across PCIS Service, Operations, and Trading, you will serve as a subject matter expert and take the lead in addressing client matters related to daily file transfers, account management, money movement, account transfers, trading resolution, problem resolution, and service enhancements. Schwab is an industry leading provider of retirement and health savings brokerage solutions to employers and their employees through our PCRA (Personal Choice Retirement Account) & HSBA (Health Savings Brokerage Account) solutions, a component of Personal Choice Investment Services (PCIS).
Tax 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Veterinary Client Services Representative - Overnights MedVetVeterinary Client Services Representative - OvernightsAkron, Ohio$15–$21.75 / hourOur Client Service Representatives havethe first interaction with our clients providing superior service toensure client interactions arefacilitatedsmoothly,compassionatelyand effectively throughout their MedVet Experience. This role requires practical knowledge of hospital organization, services, veterinary terminology, medicalrecordsand financial policies/transactions.
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.
Client Services Representative (Bilingual/Spanish) Marmon HoldingsClient Services Representative (Bilingual/Spanish)Westlake, OhioUnited Consumer Financial Services Compa As a part of the global industrial organization Marmon Holdings—which is backed by Berkshire Hathaway—you’ll be doing things that matter, leading at every level, and winning a better way. Representative 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.
Client Services Associate Reworld Holding CorpClient Services AssociateAvon Lake, OH$39,200–$52,100 / yearThe Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with various internal departments and operations to facilitate services. Reworld partners with businesses by offering cutting-edge engineering and innovative solutions, to help customers reduce, reuse, recycle and recover value from waste streams and meet or exceed their sustainability goals.
Virtual Travel Client Services Coordinator DreamstravelcrVirtual Travel Client Services CoordinatorAkron, OhioRemoteIn this role, you will provide support, share helpful information, and ensure clients feel prepared for their trips. We are hiring a Virtual Travel Client Services Coordinator to assist clients throughout their travel journey.
Client Service Associate - Solon, OH Advisor Talent SolutionsClient Service Associate - Solon, OHSolon, OhioPosition: Client Service Associate Firm: Alpha Planning Location: Solon, OH Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm? Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs.
Client Service Manager - Commercial Insurance Hylant GroupClient Service Manager - Commercial InsuranceCleveland, OhioThe Opportunity: The Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients. Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage; identify, design, communicate and implement cost effective Property and Casualty solutions to cover risk appropriately.
Fleet Client Services and Billing Specialist II Cox AutomotiveFleet Client Services and Billing Specialist IICleveland, OhioCox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services customers utilizing its 20+ nationwide service centers; each offering select services, such as accident repair, paint, refurbishment, and heavy mechanical repair.
Client Service Supervisor Vicar Operating dba VCAClient Service SupervisorWarrensville Heights, OhioUnder direction from the Hospital Manager/Administrator, the Client Service Supervisor performs a wide range of difficult-to-complex administrative activities related to quality patient care and excellent client service, management of finances and accounting, marketing and promotion of services, staffing and human resources, and discretionary activities that serve to support effective business operations. Strong candidates will have supervisory experience, a positive attitude, a friendly demeanor towards both animals and people, will be detail oriented, have the ability to multi-task and can demonstrate the importance and understanding of high quality customer service.