Customer Account Rep

Client Account Representative


Location: Hudson, OH and Cleveland, OH


Job Type: Temporary


Schedule: Full-Time (Monday to Friday)


We are seeking a detail-oriented and customer-focused Client Account Representative to join a growing Client Services & Operations team. In this role, you will serve as a primary point of contact for clients, providing exceptional service while supporting account administration, transaction processing, reporting, and compliance activities.


This temporary opportunity is ideal for professionals looking to build experience in financial services, operations, and client support while working in a collaborative, process-driven environment.

Key Responsibilities

• Deliver professional, responsive, and accurate customer service to clients.
• Serve as a first point of contact for client inquiries through various communication channels.
• Process account transactions, maintain client records, and ensure compliance with established policies and procedures.
• Complete daily, weekly, and monthly reporting activities while identifying and resolving discrepancies.
• Partner with internal departments including Accounting, Operations, and Information Technology to ensure timely and accurate client support.
• Maintain organized documentation and support process improvement initiatives.
• Utilize approved technology tools to improve efficiency while ensuring accuracy and appropriate oversight.
• Follow established workflows, service standards, and operational procedures.
• Provide cross-functional support and backup coverage for team members as needed.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field preferred; equivalent experience will be considered.
• 1-3 years of experience in customer service, financial services, business operations, account administration, or a related environment.
• Experience supporting client accounts, processing transactions, or maintaining records preferred.
• Strong verbal and written communication skills.
• Excellent organizational skills with a high level of accuracy and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a structured environment.
• Strong problem-solving and critical-thinking skills.
• Proficiency with Microsoft Office Suite and the ability to quickly learn new systems and software.

Preferred Skills

• Familiarity with financial transactions, account management, trust administration, donor-advised funds, or related financial products is a plus.
• Experience working in a regulated or compliance-focused environment preferred.
• Ability to collaborate effectively across multiple departments.

What You'll Gain

• Hands-on experience in a professional financial and operations environment.
• Exposure to client account management, reporting, and compliance processes.
• Opportunity to work with a collaborative team and develop valuable career skills.
• Potential to expand your experience within client services and business operations.

Apply today if you're a detail-oriented professional who enjoys helping clients, solving problems, and working in a fast-paced team environment.

Pay Details: $20.00 to $25.00 per hour

Search managed by: Jenny Coyle


Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.


Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.