- Intuit (Westlake, OH)
- …to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Associate , you will serve as a trusted advisor, empowering customers to ... you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships,...You Get: As a TurboTax Live - Seasonal Local Service Associate , you'll receive access to exceptional… more
- Argon Agency (Steubenville, OH)
- …include coordinating treatment plans, maintaining comprehensive documentation, and assessing client progress to adjust strategies accordingly. You will work ... long-term recovery Serve as a liaison between clients and external service providers, including housing programs, employment assistance, legal support, and… more
- Genius Road (Cincinnati, OH)
- … Associate Location: Cincinnati, Ohio (Hybrid) We're seeking a Corporate Risk Associate who's passionate about providing top-tier service in property and ... Vice President, ensuring seamless pre-renewal processes while cultivating strong client relationships. Qualifications and Experience: Bachelor's degree in Business… more
- KeyBank (Westlake, OH)
- **Location:** 166 Crocker Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue ... including banking, trust and investments. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) works in a centralized task queue environment ... of one year experience working within the financial industry or other client service roles. + Associate degree in business-related field or equivalent… more
- Public Consulting Group (Columbus, OH)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... Analyst, and Regional Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is responsible for the day-to-day… more
- Raymond James Financial, Inc. (Westlake, OH)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- KeyBank (Brooklyn, OH)
- **Location:** 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Client Service Associate (CSA) provides support to Trust Officers on the ... to effectively manage real estate assets while maintaining an optimal level of client service . **Essential Functions** + Performs day-to-day real estate tax and… more
- Robert Half Office Team (Toledo, OH)
- Description We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical ... support to advisors while ensuring a seamless and exceptional client experience. This long-term contract position is based in Toledo, Ohio, and requires an… more
- Public Consulting Group (Columbus, OH)
- …deliver and expand PCG services. This position may report to either a SBS COE Client Success Associate Director or a Client Success Lead. The position ... the delivery of health-related services by helping schools access critical Medicaid reimbursement. Client Success Partners (CSP) are key members of the Client … more
- Banfield Pet Hospital (Poland, OH)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- JPMorgan Chase (Columbus, OH)
- …and organizational skills in deadline-driven environments + Motivated self-starter focused on client service , able to work independently and as part of ... to legal, line of business senior management, sales and service teams in Funds impacted by the contract process...or in coordination with internal sales team to address client inquiries and respond to information requests + Become… more
- WTW (Columbus, OH)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design,… more
- WTW (Columbus, OH)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at **wtwco.com** . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- KeyBank (Westlake, OH)
- …(Salesforce Task Queue) to direct service -related work away from field and to Client Service Associates. This includes submitting service tasks to the ... Park Boulevard - Westlake, Ohio 44145 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client… more
- KeyBank (Akron, OH)
- **Location:** 3983 Medina Road - Akron, Ohio 44333 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- Guardian Life (Columbus, OH)
- The ** Client Manager Associate , Premier Market** will assume overall responsibility for managing a client book of business in the 2-99 life space. They will ... acts as an ambassador for the business and follows standard methodologies. The Client Manager Associate is directly and/or indirectly accountable for activities… more
- Wells Fargo (Dublin, OH)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (Mansfield, OH)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- JPMorgan Chase (Columbus, OH)
- …phone conversations that deliver the JPMAM value proposition. + Provide superior client service by being responsive, thoughtful, and focusing on clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor within our financial advisory team, you will be instrumental in… more