Tax Managing Director, Private Client Services bdo consultingTax 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.
NewAccounting Associate #26-17524 US Tech Solutions, Inc.Accounting Associate #26-17524Cleveland, OHClose month-end accounting entries and reconcile balance sheets and profit and loss statements Post to GL and review variances to budget and review data to forecast changes to the business. This includes the maintenance of the general ledger, managerial reports, and financial statements and ensuring that financial data is accurate and organized.
Bankruptcy & Creditors’ Rights Associate Attorney Gables Search GroupBankruptcy & Creditors’ Rights Associate AttorneyCleveland, OHWe are seeking a driven and detail-oriented attorney to manage a diverse caseload effectively, from inception through to trial preparation and execution. This role offers a unique opportunity to engage with complex legal challenges and provide strategic solutions to our clients.
NewClient Service Associate PNC BankClient Service AssociateCleveland, OhioProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Client Service Associate - Fiduciary PNC BankClient Service Associate - FiduciaryCleveland, OhioProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
J.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Chardon, OHChardon, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OH JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Woodmere, OHWoodmere, OHAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewWealth Management Client Associate Bank of America CorpWealth Management Client AssociateOHOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Client Services Associate RHClient Services AssociateCleveland, OHWe are moving the brand beyond curating and selling products to conceptualizing and selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a global thought leader, taste and place maker. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home furnishings in the world.
Client Service Associate - Fiduciary The PNC Financial Services Group IncClient Service Associate - FiduciaryCleveland, OH$52,500–$87,500 / yearProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewClient Service Associate The PNC Financial Services Group IncClient Service AssociateCleveland, OH$52,500–$87,500 / yearProvides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
KPB Client Service Associate - Trust KeyCorpKPB Client Service Associate - TrustBrooklyn, OH$25–$38.46 / hourPerforms day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines (i.e., open accounts, close accounts, asset maintenance, process bills, cash receipts, NTAC'S/discretionary distributions etc.); interfaces with centralized support areas such as Fiduciary Control Group, Trust Risk Management, Trust Operations, Trust Tax, Revenue Administration and Trust Real Estate to ensure completion. The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s) in the Central Trust Group to effectively manage accounts while maintaining an optimal level of client service.
Associate Client Service Manager - Employee Benefits Hylant GroupAssociate Client Service Manager - Employee BenefitsCleveland, OhioParticipate in ongoing relationship development with clients, carrier partners, resources and internal teams and stakeholders to strengthen relationships with the Hylant team and promote long term partnerships. This will include, with direction, pre-qualifying, reviewing, identifying, and procuring coverages along with focus on gathering business intelligence and managing or assisting with risk assessment.
Senior Client Service Associate - Surety Commercial Lines GallagherSenior Client Service Associate - Surety Commercial LinesRichfield, OhioFull timeThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
Merrill Market Client Relationship Manager Bank of America CorpMerrill Market Client Relationship ManagerOHResponsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementMayfield Heights, OhioLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Premier Client Financial Advisor - PNC Wealth Management PNC BankPremier Client Financial Advisor - PNC Wealth ManagementIndependence, OhioIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Senior Account Manager, Client Services UnitedHealth Group IncSenior Account Manager, Client ServicesCleveland, OHRemote$72,800–$130,000 / yearThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Primary Responsibilities: Analyze risk pool and/or provider group performance to determine areas of focus or improvement opportunities, to include performing analysis of financial statements and other metric-related reports to determine areas of focus or improvement opportunities.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementMayfield Heights, OH$63,750–$106,250 / yearLeverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewClient Service Operations Specialist - Investment Liaison Equity TrustClient Service Operations Specialist - Investment LiaisonWestlake, OhioContributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties. The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery.
Client Service Operations Specialist - Investment Liaison Equity Administrative ServicesClient Service Operations Specialist - Investment LiaisonWestlake, OhioContributes to consistent client experience by executing work in alignment with internal policies, regulatory guidelines, and established Service Level Agreements (SLAs) while providing superior customer service and support to clients and third parties. The Client Service Operations Specialist supports operational excellence by processing transactions, validating documentation, and ensuring accurate, timely service delivery.
Client Services Training Specialist Arhaus IncClient Services Training SpecialistOHPossess 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 Specialist 838845 StiversClient Services Specialist 838845Hudson, OH$21–$24 / hourJoin a respected organization in the Cleveland area as a Client Services Specialist, where you'll play a key role in delivering exceptional client service and supporting the administration of charitable accounts. As a Client Services Specialist, you'll serve as a primary point of contact for clients, ensuring accurate transaction processing, maintaining client records, and collaborating with internal teams to deliver outstanding service.
Client Onboarding Specialist Equity Administrative ServicesClient Onboarding SpecialistWestlake, OhioProvides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account. Strives to improve client satisfaction, enhance and expand client relationships and provides additional opportunities or education related to the products and services available.
NewClient Onboarding Specialist Equity TrustClient Onboarding SpecialistWestlake, OhioRESPONSIBILITIES & DUTIES: Provides sales, service, and execution support for new client relationships by placing outbound calls to assist with establishing a new client account, providing status updates, and working to effectively fund their account. JOB OVERVIEW: The Onboarding Specialist partners with Sales to establish new client relationships by serving as the single point of contact for establishing and funding a new client account.
Premier Client Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncPremier Client Financial Advisor - PNC Wealth ManagementWestlake, OHIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Client Relations Specialist Event SourceClient Relations SpecialistCleveland, OHWorking independently from Sales and Operations, the CRS oversees post-event reconciliation, including verifying returns, reviewing damage claims, applying Rental Assurance (RA) rules, and finalizing invoices. Education & Requirements High School Diploma or equivalent required; Associate or Bachelor’s degree in Business, Accounting, or related field preferred.
Client Services Account Manager Steris PlcClient Services Account ManagerCleveland, OH$93,000–$100,000 / yearLead current Customers in identifying additional solutions to help increase their utilization of SPM (interfaces, modules, mobile hand scanners) and provide excellent Customer support while ensuring KPIs for Customer satisfaction and continued business growth are met. You will serve as the primary partner with our Customers to ensure our SPM software is meeting their needs and enhancing the operation of their sterile processing departments while focusing on Customer-focused initiatives.
Client Service Supervisor VCA IncClient Service SupervisorWarrensville Heights, OHUnder 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.
General Practice Client Service Representative VCA IncGeneral Practice Client Service RepresentativeWarrensville Heights, OHThe Client Service Representative role is the pivot around which the hospital operates and is responsible for: Excellent customer service skills; a real aptitude for putting pets and pet parents at ease by creating a welcoming environment. Our new team member will be someone who takes enormous pride in their ability to listen and speak to clients like a trusted friend; a service-minded professional who is energized by the gratitude of others and in the satisfaction of a job done right.
Client Support Specialist Western & Southern LifeClient Support SpecialistOHWorks closely with Operations and Support Supervisor to support the needs of other offices within the Agency, plans ahead to accommodate changes in workload while minimizing the risk of impact to service levels, goals or objectives. Provides professional and courteous service to internal and external clients; makes independent decisions regarding client requests and resolution of client concerns recognizing when to escalate situations to management as necessary.
NewSenior Specialist, Client Service Management The Bank of New York Mellon CorpSenior Specialist, Client Service ManagementCleveland, OHEvery day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. The Private Banking Associate (PBA) serves as the primary sales support partner to Private Bankers and is responsible for the end-to-end onboarding and maintenance of private banking relationships.
Client Market Analyst Hylant GroupClient Market AnalystCleveland, OhioOrder binders from winning markets and alert losing markets of outcome of proposal meetings in a manner that will enhance and demonstrate respect that will foster continued good market relationships. Consult service and sales teams to offer up-to-date market intelligence on products and services, programs, carrier appetites and guide the marketing strategy for assigned accounts.
Client Billing Specialist FlexjetClient Billing SpecialistCleveland, OHExecuting daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client’s contracted agreement. The Client Billing Specialist will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesOH$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewSpecialist Manager, Government Client Contracts Management (NASPO) Deloitte Touche Tohmatsu LtdSpecialist Manager, Government Client Contracts Management (NASPO)Cleveland, OH$93,000–$171,300 / yearAs a Specialist Manager, Government Client Contracts Management on the Enterprise Contract Management & Operations team, you will be responsible for: Leading contract administration activities for assigned NASPO ValuePoint and related State, Local, and Higher Education contract vehicles across the contract lifecycle. This role will work directly with Contracts professionals, Project Engagement Leadership, Enabling Solutions points of contact, and other internal stakeholders to coordinate the information and decisions required to support compliant contract management and operational execution.
Client-Experience-Coordinator The Davey Tree Expert CoClient-Experience-CoordinatorCleveland, OH$24–$26 / hourDavey has a unique culture that focuses on the open exchange of ideas, community partnerships, a commitment to safety, and delivering unrivaled client service while acting as industry leaders in horticultural and environmental services. We invest in our employees by offering industry-leading training, technology and benefits that lead to a rewarding and safe work experience at all levels.
Client Billing Specialist Flexjet LtdClient Billing SpecialistCleveland, OHExecuting daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client's contracted agreement. The Client Billing Specialist will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices.
Client Bookkeeper Novogradac & Company LLPClient BookkeeperCleveland, OhioThe Client Bookkeeper performs ongoing, execution-focused bookkeeping services for company clients in support of client advisory services, including recording transactions and journal entries in client accounting software systems and preparing recurring deliverables in accordance with established procedures. Associate’s degree in accounting, finance, or a related field, and 1-2 years of experience performing bookkeeping or general ledger functions using accounting software systems (e.g.
Senior Client Bookkeeper Novogradac & Company LLPSenior Client BookkeeperCleveland, OhioThe Senior Client Bookkeeper performs execution-focused bookkeeping services for company clients in support of client advisory services, including recording transactions, preparing journal entries, and producing recurring financial deliverables. Strong computer skills, including solid skill in Microsoft Office (particularly Excel) and experience using accounting software systems (e.g., QuickBooks Online).
NewLatitude Partner, Client Services (Non-Practicing Attorney) - Cleveland Latitude LegalLatitude Partner, Client Services (Non-Practicing Attorney) - ClevelandCleveland, OH$150,000–$200,000 / yearAbout LatitudeLatitude is a globally-ranked legal services company that specializes in directly employing and providing former BigLaw attorneys, in‑house counsel, and other legal professionals to legal departments and law firms. Our clients range from Fortune Global 500 companies and Global 100 law firms to high-growth privately‑held companies, major non‑profits, government entities, and boutique law firms.
NewClient Service Manager I - Surety GallagherClient Service Manager I - SuretyRichfield, OhioFull timeAbout you : Here’s what you’ll bring to the role: Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met.
Client Access Specialist - Evenings CRCCClient Access Specialist - EveningsCleveland, OhioClient Access Specialists ensure all survivors and co-survivors of sexual violence and human trafficking in CRCC’s service area have immediate, 24/7 access to trauma informed support, education, crisis stabilization, and follow up services. Position Summary This position is responsible for providing 24-hour survivor support services on Cleveland Rape Crisis Center’s crisis hotline, chat, and text line, as well as in-person care in hospitals and police stations.
Client Support Specialist - Greater Cleveland, OH Area (REMOTE) FidelityClient Support Specialist - Greater Cleveland, OH Area (REMOTE)Westlake, OhioRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
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.
Client Service Coordinator Banfield Pet HospitalClient Service CoordinatorAurora, OH$15–$18.69 / hourThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
Client Service Coordinator - 000532 Banfield Pet HospitalClient Service Coordinator - 000532Parma, OH$15–$18.69 / hourClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. The pay range listed reflects a general hiring range for the area, with the specific rate determined based on the candidate's experience, skill level, and education, and may vary depending on location or applicable minimum wage laws.
SNF/LTC - Associate Manager of Medicare & Coinsurnace RichterSNF/LTC - Associate Manager of Medicare & CoinsurnaceTwinsburg, OHFull timeEscalates and quantifies issues to the Manager when items require immediate attention including staffing deficiencies, client workflow gaps, and any item that would require process improvement or create risk to Richter process. Ensures skill sets are updated through continuing education of the long term post-acute care revenue cycle industry including seminars, articles, and review of payer related updates.
Part-Time Retail Sales Associate Kohl's CorpPart-Time Retail Sales AssociateMentor, OHEngage customers by greeting them and offering assistance with products and services, operate a cash register, scan items, bag merchandise and properly handle different methods of payment. In this role, you will deliver excellent customer service in point of sale and customer services processes while focusing on consistent execution and operational efficiency.
Building Enclosure Associate Principal Engineering Consulting Services LtdBuilding Enclosure Associate PrincipalOHECS is currently ranked #60 in Engineering News-Record's Top 500 Design Firms (April 2026), #148 in Engineering News-Record's Top 200 Environmental Firms (October 2025) and #50 in Zweig Group's Hot Firm List (May 2025). You will work closely with clients and multidisciplinary project teams to evaluate building envelope performance, support construction quality, and deliver practical consulting solutions across a variety of facility types.