Senior Tax Associate Strategic HR Client Job OpeningsSenior Tax AssociateColumbus, OHAt Clark Schaefer Hackett, you'll have the opportunity to deepen your technical expertise, build meaningful client relationships, and continue growing your career with a firm that believes success at work shouldn't come at the expense of your life outside of it. At Clark Schaefer Hackett, we view this stage of your career as an opportunity to expand your technical knowledge, strengthen your client advisory skills, and begin developing the leadership capabilities that will support your long-term success.
Service Center Associate Iconma LLCService Center AssociateOHSkills & Knowledge Excellent oral and written communication PC literate, including Microsoft Office products Good customer service skills Strong organizational skills Good interpersonal skills Ability to work in a team environment Ability to meet or exceed Performance Competencies. Contacts the customer by telephone, written correspondence and/or the claims system regarding documentation required to process a claim, required time frames and claim status.
Payroll Processing Associate eTeam Inc.Payroll Processing AssociateCOLUMBUS, OHThe Payroll Processing Associate will work with client systems, such as processing manual check requests and communicate with internal and external contacts to ensure employees are paid correctly. Proficiency with use of 10-key calculator skills and using the keyboard which increases typing words per minute with minimal errors.
Associate Wealth Advisor CBIZ IncAssociate Wealth AdvisorCleveland, OHAn interest in and a desire to develop an understanding of investments and investment philosophy; A desire to obtain an understanding of matters related to income, gift, and estate taxes, employee benefits, insurance, and personal and philanthropic wealth transfer strategies; Strong interpersonal, written and verbal communication skills to convey complex financial concepts in a clear and client-friendly manner; Analytical expertise, attention to detail, and self-initiated follow-through; and. Working closely with a managing wealth advisor leading relationships with individuals, families and higher net worth clients by providing high touch comprehensive wealth management services; Constructing and ultimately overseeing all aspects of managing multiple client relationships, including; Portfolio review and construction.
Associate Interventional Specialist (Cleveland, OH) Globus Medical IncAssociate Interventional Specialist (Cleveland, OH)Cleveland, OHQualifications: 1-2 years' successful spinal cord stimulation or interventional spine sales experience preferred, may consider other healthcare related sales and or business to business sales experience. Essential Functions: Gains and consistently increases product knowledge through formal sales training; physician speaker programs, attends surgeries/procedures, and industry research.
Stock Associate, Part-Time, Pinecrest - Pottery Barn Williams Sonoma IncStock Associate, Part-Time, Pinecrest - Pottery BarnOrange Village, OHToday, we''re a multi-brand, multi-channel, global enterprise supported by state-of-the-art technology and some of the most talented teams in retailing - and we''re always looking for new energy and ideas. We offer beautifully-designed, stylish and functional products for every area of the home, including the kitchen, living room, bedroom, home office, closet, laundry room and even outdoor spaces.
Client Services Representative National Veterinary AssociatesClient Services RepresentativeOhio, OH$14–$18 / hourThe Client Services Representative is an invaluable member of the hospital team who works directly with hospital leadership and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and patients through hospital. Follows established policy and procedures in scheduling clients for prompt treatment of ill and/or injured patients, as well as proper scheduling of patients in need of vaccinations, rechecks, surgeries, in-hospital procedures, and other services that require the doctors and technicians' time.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateToledo, OHOur 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 Service Associate - NR StifelClient Service Associate - NRCanfield, OhioFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Affluent Client Experience, Senior Associate JPMorgan Chase & CoAffluent Client Experience, Senior AssociateColumbus, OHAs a Client Experience Senior Associate in the Affluent Banking team, you will lead CX processes and execution for the Affluent segment and work closely with product, Branch, and Operations teams to represent the voice of the client and banker, and advocate for an optimal customer experience. This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Client Central - Product, Senior Associate JPMorgan Chase & CoClient Central - Product, Senior AssociateColumbus, OHAs a Senior Product Associate within the Branch Network Client Central team, you''ll contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. This individual will be responsible for coordinating delivery dates for initiatives, level-setting expectations of the cross-functional teams, developing strategies with stakeholders, and prioritizing several initiatives with competing priorities that will have profound impacts to the 40,000+ branch employees and ultimately our customer base.
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.
Bilingual Client Experience Associate AnywhereWorksBilingual Client Experience AssociateAnywhere in, OhioWe offer a diverse set of products and services to a variety of businesses, from live answering services to scheduling and payment platforms to shared working spaces. Position Only Available to Residents of Florida, Georgia, South Carolina, North Carolina, Virginia, Texas, Utah, Idaho, Tennessee, Missouri, Ohio, or Arizona.
Client Experience Associate AnywhereWorksClient Experience AssociateAnywhere in, OhioWe offer a diverse set of products and services to a variety of businesses, from live answering services to scheduling and payment platforms to shared working spaces. Position Only Available to Residents of Florida, Georgia, South Carolina, North Carolina, Virginia, Texas, Utah, Idaho, Tennessee, Missouri, Ohio, or Arizona.
Client Service Associate - Employee Benefits HylantClient Service Associate - Employee BenefitsCleveland, OhioWe believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected. Active Life & Health License, or the ability to obtain within 100 days of employment (limited exam attempts) and maintain in good standing.
Associate Client Service Manager - Employee Benefits HylantAssociate 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.
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 Associate GRYPHON FINANCIAL PARTNERS LLCClient Service AssociateColumbus, OHFull timeProvide exemplary service to Gryphon Financial Partners clients. • Professional and exemplifies all brand attributes of Gryphon Financial Partners.
Senior Client Service Associate GRYPHON FINANCIAL PARTNERS LLCSenior Client Service AssociateColumbus, OHFull timeProvide exemplary service to Gryphon Financial Partners clients. Professional and exemplifies all brand attributes of Gryphon Financial Partners.
Asset Management - Alternatives Client Account Manager - Associate JPMorgan Chase & CoAsset Management - Alternatives Client Account Manager - AssociateColumbus, OHJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Commercial Lines Senior Associate Client Representative - Small Business World Insurance Associates LLCCommercial Lines Senior Associate Client Representative - Small BusinessColumbus, OHFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Supports point of Escalation for Client Administration Call Center for the Following Activities (coordinated with outsourced services): Respond to client requests for changes.
Private Client Sales Strategy Support Analyst, Senior Associate JPMorgan Chase & CoPrivate Client Sales Strategy Support Analyst, Senior AssociateColumbus, OHAs a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
Associate Client Service Manager - Employee Benefits Insurance HylantAssociate Client Service Manager - Employee Benefits InsuranceToledo, 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.
Asset Management - Everyday 401k Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.Asset Management - Everyday 401k Internal Client Advisor - AssociateColumbus, OHFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
KPB Client Service Associate - Fiduciary Strategist Trust Support KeyCorpKPB Client Service Associate - Fiduciary Strategist Trust SupportDayton, 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's 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 KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively manage accounts while maintaining an optimal level of client service.
NewKPB Client Service Associate KeyCorpKPB Client Service AssociateToledo, 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, 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. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting, pushing, pulling of backpacks, computer bags up to 10 lbs.
Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Cincinnati, OhioRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
KPB Client Service Associate Keybank National AssociationKPB Client Service AssociateBrooklyn, OH$25–$38.46 / hourThis role is responsible for processing and reconciling financial transactions, maintaining accurate account records, ensuring timely completion of account activities, and supporting the operational needs of a highly regulated fiduciary environment. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Client Experience Associate/ Intake Specialist Willis Spangler Starling LTD LPAClient Experience Associate/ Intake SpecialistHilliard, OH$18–$22 / hourThe Intake Specialist serves as the first point of contact for potential and existing clients and plays a critical role in creating a positive client experience from the very beginning. This role requires someone who thrives in a fast-paced environment, enjoys helping people, and takes pride in providing exceptional service while maintaining attention to detail.
Associate Client Service Manager - Commercial Insurance HylantAssociate Client Service Manager - Commercial InsuranceColumbus, OhioThe Associate 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.
NewFirm Enterprise Solutions Associate Director, Client Account Management Deloitte Touche Tohmatsu LtdFirm Enterprise Solutions Associate Director, Client Account ManagementColumbus, OH$118,700–$243,700 / yearYou will create, advise, and lead initiatives and programs that meet account objectives related to CAM Focus Areas, i.e., Account Strategy, Client Development Strategy, Leadership Development, People Development, Quality & Risk, and Financial Metrics: Client: facilitate the development and execution of client relationship strategy, assist in leveraging client accelerators and Deloitte thought leadership for account leaders to build relationships, support pursuits and industry events. You will align with Deloitte's businesses to execute business priorities and expand our services footprint, help develop and deliver cross-business (i.e. Green Dot) account strategies to address client issues, bring insights and leading practices to the account, and drive operational efficiencies in support of account leadership and client service Partners, Principals, Managing Directors, and professionals.
Client Services Associate Career Connections, IncClient Services AssociateAthens, OH$16.50–$22 / hourOur client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is responsible for managing client service requests, supporting account administration, maintaining accurate records, and ensuring a seamless client experience throughout the relationship lifecycle.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateGrove City, OhioAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Key Private Bank Client Relationship Associate KeyCorpKey Private Bank Client Relationship AssociateDayton, OH$25–$38.46 / hourCoordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities. Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
NewAssociate Client Account Manager Cass Information Systems, Inc.Associate Client Account ManagerColumbus, OHFUNCTION: The Associate Client Account Manager is responsible for overall management of assigned mid-tier client accounts by taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client's and Cass's business through system enhancements, process improvements, and training to facilitate the client's full utilization of Cass services and products. A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client's operational and data processing systems, etc., to meet client needs in a way mutually beneficial to both client and Cass.
Lab Client Services - Lab Outreach - Lorain Hospital Bon Secours Mercy Health IncLab Client Services - Lab Outreach - Lorain HospitalLorain, 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.
Associate Director - Client Growth Partner (IT Consulting/Manufacturing) Nagarro SEAssociate Director - Client Growth Partner (IT Consulting/Manufacturing)Columbus, OHHas at least 5 years of key account leadership or similar focused experience with a 20+ million account for a well-known professional services firm with a strong account expansion track record. We work at scale - across all devices and digital mediums, and our people exist everywhere in the world (18000+ experts across 37 countries, to be exact).
NewPayroll Client Specialist Consolidated Employer ServicesPayroll Client SpecialistColumbus, OH$50,000–$56,000 / yearFull timeJob SummaryThe Payroll Client Specialist is responsible for end-to-end payroll processing, payroll reporting, and ongoing client support. This is an on-site, client-facing payroll position supporting multiple employers and ensuring accurate, timely payroll processing.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateHilliard, OhioGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Service Representative VCA IncClient Service RepresentativeSylvania, OHAnswering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control). The CSR is the pivot around which the hospital operates and is responsible for: Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.
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.
Senior Client Bookkeeper Novogradac & Company LLPSenior Client BookkeeperColumbus, Ohio$47,000–$63,000 / yearThe 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).
Client Success Associate The Gordon Flesch Company, Inc.Client Success AssociateDublin, OH$27.50–$30 / hourHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. This role will serve as a trusted advisor to our top customers and assist our Major Account Executive to drive maximum value from our solution and achieve their desired outcomes.
NewCommercial Lines Senior Client Manager World Insurance Associates LLCCommercial Lines Senior Client ManagerSolon, OHRemoteFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Associate Client Service Manager - Commercial Insurance Hylant GroupAssociate Client Service Manager - Commercial InsuranceColumbus, OhioThe Associate 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.
Client Service Administrator - Small Business World Insurance Associates LLCClient Service Administrator - Small BusinessColumbus, OHFull timeWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementOhioLeverages 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.
Wealth Management Client Services Specialist Employ-TempsWealth Management Client Services SpecialistCanfield, OHWe are currently seeking experienced candidates with 2-3 years of administrative sales and accounting experience to join a reputable wealth management company in Canfield, OH. The ideal candidate will perform administrative functions related to client accounts, handle client inquiries, and maintain accurate records, all while providing excellent customer service.
Senior Client Solution Specialist PNC BankSenior Client Solution SpecialistCincinnati, 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.
Director I, Client Delivery Ensemble Health PartnersDirector I, Client DeliveryCincinnati, OHRemoteThe Director is responsible for day to day client operations and the planning, development, and implementation of policies, objectives and initiatives for acute or physician revenue cycle activities including outsourced vendors, clients and in-house functional areas of Patient Access (including but not limited to Patient Scheduling, Pre-Access/Registration, Registration Admissions, and Financial Counseling), Health Information Management (including but not limited to Site Medical Records management, Release of Information, Transcription), and Patient Financial Services (including but not limited to Billing, Charge Master/Revenue Integrity, Insurance Follow-Up, Customer Service, Cash Posting, Denials Management, Payment Variance, and Collections). By embodying our core purpose of customer obsession, new ideas, and driving innovation, and delivering excellence, you will help ensure that every touchpoint is meaningful and contributes to our mission of redefining the possible in healthcare.