Client Support Specialist for Financial Advisors
Austin Community College District
A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience and a Bachelor's degree. You'll have opportunities for professional growth through training and a hybrid work environment. Additionally, a competitive benefits package is available, including a 401(k) with matching and paid time off. #J-18808-Ljbffr
- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at... ...ability to obtain within 90 days ~2-3 years of previous financial services experience The Skills You Bring Broad based...SuggestedRemote job
$22 - $23 per hour
...Job Description Client Support Specialist (Full‑time) Reports To: Customer Care Manager Summary: The Client Support Specialist is an integral part of the Customer Care team, responsible for resolving complex customer issues, including billing inquiries, service opportunities...SuggestedHourly payFull time- Client Rights & Support Specialist Location: Hybrid (some onsite) Responsibilities Demonstrate the values and guiding principles of OhioGuidestone every day, performing with the highest standards of excellence, integrity, and ethics. Conduct thorough and objective investigations...SuggestedWork experience placementWork at officeLocal areaWork from homeFlexible hours
- TRG is looking for a Sales Support Specialist in Westlake, Ohio. The role involves providing support to the sales team, maintaining communication with customers, and managing various administrative tasks. Candidates should have an Associate's degree and at least 2 years...Suggested
- ...Acrisure Great Lakes Partners Insurance Services, LLC is seeking a dedicated Customer Service Representative to support payroll clients in Brook Park, OH. This role involves managing client communications via phone and email, performing accurate data entry, and meeting...Suggested
- ...Dollar Bank, Pittsburgh’s oldest financial institution, is hiring for a financial advisor in our west territory of Ohio. You will have the opportunity to work... ...relationships with a portfolio of financially successful clients. Successful candidates in this role possess an...
$54.81k
...Westshore Campus Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type:... ...ID: req6843 Employment Type: Full-Time Support Staff Union Position: Union Work... ...SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being...Full timeWork at officeWeekend workAfternoon shift- ...Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance... ...diverse portfolio and developing long-term relationships with clients, emphasizing sound financial advice across various investment...
- ...Participate in continuous improvement activities and other assigned duties as assigned. Supervision Received Reports to the Clerical Support Supervisor. Experience and Education Required General knowledge of the insurance industry with workers compensation exposure...Work at officeWork from home1 day per week
- ...The Sales Support Specialist is responsible for handling tasks (Sales and Customer interaction) for their assigned sales team. This position works internally and with customers on day to day issues and activities. Essential Functions Assists assigned sales team in working...Contract work
- ...Description The Payer Support Specialist is part of the Enhanced Customer Service team and functions as a primary resource for payer support... .... The Enhanced Customer Service team reviews and handles all client requests, or assigns to the correct department for handling while...
- ...Recruiting in Westlake, Ohio is seeking a detail-driven Recruiter Support to support our fast-paced recruiting team. This role includes... ...documentation, and communicating with candidates and clients. The ideal candidate will have strong organizational skills, attention...Work at office
- ...service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake... ...more sophisticated calls related to our clients 401K plans. In the subsequent months, you... ...to join team activities, get well‑being support, and career coaching. Rewards &...Hourly payFull timeWork at officeWork from homeMonday to FridayShift work
- ...FACTIVITY, Inc. develops, markets, and supports touch screen graphical software for manufacturing companies worldwide. A market leader, FACTIVITY is working to improve our software offerings on desktop, web, and mobile platforms so that we can continue to be at the forefront...Work at officeWorldwide
- ...Sales Support Specialist ENTRY-LEVEL ROLE | HIGH GROWTH POTENTIAL | EXPERIENCE NOT REQUIRED This role is ideal for a recent college graduate or early-career professional who is eager to learn, open to coaching, and motivated to grow within a manufacturing and sales...Work at officeLocal area
- ...Financial Service Representative We're hiring a full time Financial Service Representative to join our growing team! This position will be based in our North Ridgeville branch located at 39287 Center Ridge Rd, North Ridgeville, OH. At Firefighters Community Credit...Full timeLocal areaImmediate start
$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating...Full time- A healthcare company is seeking a Customer Support Specialist in Westlake, Ohio. This role involves handling inquiries via phone, email, and chat while providing exceptional service. Candidates should have 1-2 years of experience in customer support, demonstrating strong...
- ...Sales Development & Account Support Specialist NeoGraf Solutions is a world leader in graphite materials science, manufacturing carbon and graphite products in Lakewood, Ohio for nearly 140 years. Our high-performance materials serve demanding applications across thermal...Work at office
$20.25 - $24.75 per hour
## Client Relationship Consultant 2 (Banker) Rocky River, OH OfficeApplylocations: Rocky River, OHtime type... ...and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us...Temporary workWork at officeLocal area- ...Helping customers and businesses make better financial decisions and enabling communities to... ...excel at—from Day One. Job Description Client Relationship Consultants build... ...engagement, knowledge of bank policies and support systems, strong customer service and interpersonal...Temporary workWork at office
- Role, Inc. is hiring Financial Customer Associates in Westlake, Ohio. This full-time position enables you to make a significant impact in customers' financial decisions. Join a dynamic team where you will assist customers with their 401k accounts and provide essential services...Full time
$24 per hour
TurboTax is seeking a Customer Service Representative to assist customers with TurboTax products and tax return software from the comfort of your home. You can earn up to $24 per hour based on performance and work a flexible schedule between 8am and midnight EST. Ideal...Hourly payRemote workFlexible hoursNight shift- TEKsystems is looking to add to their Service Desk team in Westlake, OH, for a 100% phone support role that is technically demanding. The position requires strong troubleshooting skills and experience in user and customer support. This contract position involves supporting...Contract workShift workAfternoon shift
- Echo Health Inc is looking for a Payer Support Specialist to join the Enhanced Customer Service team in Westlake, Ohio. This position is responsible... ...for ECHO's payer network, ensuring timely responses to client inquiries and managing expectations across departments. The...Work at office
$19.23 - $28.37 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients... ...solutions to assist in client's financial wellness, both in person and...Hourly payWork experience placementWork at officeDay shift- ...A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...
- ...Senior Analyst, Financial Planning & Analysis (FP&A) Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing... ...Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering...Local area
- ...residential heating and cooling services. Key responsibilities include managing customer inquiries, scheduling consultations, and supporting sales efforts to ensure a smooth process from start to finish. The ideal candidate will have a strong background in customer...
$12 per hour
...plus Responsibilities: Sell memberships and retail Meet and exceed sales and retention expectations Retain and increase client participation Set up and reset studio equipment before and after classes. Maintain clean facility As a SPENGA ambassador,...Part timeFlexible hours
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