Branch Office Administrator
New Bremen, OH
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 480 S Washington St, New Bremen, OH
This job posting is anticipated to remain open for 30 days, from 12-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $22.71
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Part Time Branch Office Administrator
Geneva, OH
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Part-Time
Branch Address: 1022 S Broadway, Geneva, OH
This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
Medical and prescription drug coverage,
Health Savings Account and Flexible Spending Account,
Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
Well-being programs (such as the Employee Assistance Program), and
Retirement Plan (if compensated for 1,000 hours of service during the plan year).
In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $22.71
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Associate Client Advocate - Midwest Region
Columbus, OH
** WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at **wtwco.com** .
**Description**
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD).
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.
As an ACA you are expected to have:
+ Basic negotiation skills and demonstrated experience
+ Basic account management skills and demonstrated experience
+ Basic project management skills and demonstrated experience
+ Strong presentation skills
+ Ability to adapt to change
+ Solid organization skills
+ Ability to mentor a Client Specialist colleague
As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Retains existing book of business, develops, and strengthens client relationships
+ Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
+ Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
+ Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
+ Maximizes the profitability of the client account & drives retention of that business
+ In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
+ Collaborates with client teams during Internal and External Strategy Meetings
+ Engages with sales and broking to understand marketplace changes
+ Supports the fee/compensation agreement and overall client invoicing processes
+ Supports defensive RFP responses
+ Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules
+ Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
+ Ensures all policy requirements (legal, regulatory & compliance) are met
+ Client-level coordination & management of all service delivery (GSD)
+ Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
+ Gather and receive all client information working in collaboration with the Client Specialist
+ Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards
**Qualifications**
**The Requirements**
+ Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
+ Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
+ Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models
+ Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
+ Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships.
+ Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
+ Knowledge of commercial insurance renewal end-to-end process, steps and owners
+ Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
+ Daily management of work assignments, mentoring, and collaboration with a Client Specialist
+ Receptive to feedback; critical thinking and problem-solving skills, high adaptability
+ Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively
+ Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
+ Proficient Microsoft Office skills and familiarity with other relevant online tools
+ Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed
+ Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**Compensation and Benefits**
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $90,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
**Company Benefits**
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
+ **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
+ **Leave Benefits:** Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (*********************************************************************************************************** ( _Washington State only_ )
+ **Retirement Benefits:** Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
**EOE, including disability/vets**
Associate Client Advocate - Midwest Region
Columbus, OH
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.
Description
The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD).
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.
As an ACA you are expected to have:
* Basic negotiation skills and demonstrated experience
* Basic account management skills and demonstrated experience
* Basic project management skills and demonstrated experience
* Strong presentation skills
* Ability to adapt to change
* Solid organization skills
* Ability to mentor a Client Specialist colleague
As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
* Retains existing book of business, develops, and strengthens client relationships
* Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
* Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
* Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
* Maximizes the profitability of the client account & drives retention of that business
* In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
* Collaborates with client teams during Internal and External Strategy Meetings
* Engages with sales and broking to understand marketplace changes
* Supports the fee/compensation agreement and overall client invoicing processes
* Supports defensive RFP responses
* Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules
* Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
* Ensures all policy requirements (legal, regulatory & compliance) are met
* Client-level coordination & management of all service delivery (GSD)
* Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
* Gather and receive all client information working in collaboration with the Client Specialist
* Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards
Qualifications
The Requirements
* Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
* Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
* Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models
* Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
* Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships.
* Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
* Knowledge of commercial insurance renewal end-to-end process, steps and owners
* Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
* Daily management of work assignments, mentoring, and collaboration with a Client Specialist
* Receptive to feedback; critical thinking and problem-solving skills, high adaptability
* Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively
* Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
* Proficient Microsoft Office skills and familiarity with other relevant online tools
* Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed
* Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Compensation
The base salary compensation range being offered for this role is $90,000-$120,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Client Service Administrator
Columbus, OH
This position provides administrative support to Cornerstone Financial Advisors. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, providing client support, meeting support to advisors, compliance review, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Client Service Administrator reports to Jonathan Groleau and Hannah Magrum and is employed by Jonathan Groleau.
This position will be an in-office position working Monday through Friday with two week day evening shifts required (No Friday nights) with advanced notice. Compensation is between $40,000 to $55,000 annually. Benefits include: all market holidays off, 10 days PTO, 3 sick days, and a Simple IRA with a 3% match (IRA available as of January 1).
Job Description
Position Roles/Responsibilities/Accountabilities
Client Support & Data Gathering
Collect and organize client financial data (income, expenses, assets, liabilities, insurance, estate documents).
Input and maintain client information in planning software (Money Guide Pro, What if Tax, Morningstar and other Thrivent tools) as required by the team.
Answering phones to assist clients with their needs.
Financial Analysis & Plan Preparation
Assist in developing financial plans under the advisor's guidance.
Create illustrations and reports to support advisor recommendations.
Assist clients with payment plans for their financial plan and send invoices as applicable.
Administrative & Compliance Support
Document client interactions and maintain digital files in an organized way.
Attend client meetings and taking notes for the advisor. Draft follow-up emails and recommendations after client meetings along with closing meetings in a timely manner based upon advisor guidance.
Ensure financial plans comply with regulatory and firm requirements.
Operational Assistance
Support in account openings, transfers, and investment transactions.
Coordinate with custodians, attorneys, or CPAs as needed and assist with scheduling with multiple individuals.
Monitor implementation and follow-up on outstanding client tasks.
Complete tasks to keep clients accounts up to date. (I.e. beneficiary updates, subaccount changes, standing instructions, etc)
Position Qualifications
Previous administrative/secretarial experience desired
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Money Guide Pro, What If Tax, Morningstar, and Salesforce) or ability to learn
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding our products and services, and Thrivent Financial
Competencies
Planning/Organizing
Customer Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the Cornerstone Financial Advisors' team
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
As part of Cornerstone Financial Advisors' recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Auto-ApplyClient Service Associate
Columbus, OH
Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal and written communication skills Diligent follow up skills
Proficient with Microsoft Office
Professional and exemplifies all brand attributes of Gryphon Financial Partners
Job Accountabilities:
Onboarding New Clients
Client Service and Maintenance
Client Relationship Building
Investment Document Execution
Family Office Services Assistance
Client Services Administrator
Cincinnati, OH
Rumpke is a family-owned and operated company that ranks as one of the largest firms in the waste and recycling industry. Our mission is simple: to deliver exceptional waste and recycling solutions to our customers and communities through a commitment to safety, service, the environment and the growth of our people.
When you join Rumpke, you'll be part of a team providing essential services to millions of residents, businesses, and neighborhoods. You will enjoy competitive pay and comprehensive benefits, including health, dental, vision, matching 401(k), life insurance, paid vacation, and more.
This is your opportunity to make a difference for you and your family. Come join our team!
The Client Services Administrator is responsible for generating revenue growth in new and existing Rumpke Regional Accounts Group (RRAG ) portfolios. This position will employ a consultative selling approach to multi-location RRAG accounts within Rumpke's footprint with an emphasis on further development of portfolio relationships. This position will have decision-making capabilities and coordinate the transfer of business relationships from one client to another, from one hauler to another, and/or from one client to the region directly for services within Rumpke's footprint.
Responsibilities of Position:
Manage day-to-day waste and recycling service needs. Including but not limited to quoting, order writing and portal document maintenance
Assist with RRAG PI program as it relates to the portfolio through implementation, review, tracking and adjustments as contracts are negotiated
Work with clients to increase efficiency and profitability by implementing bid data into internal website as well as administering client contracts
Work closely with A/R dept to maintain acceptable over 90 balances among identified accounts
Review and process credit needs for RRAG managed accounts. Working with Region and Area management to obtain necessary approvals
Pro actively review of RRAG managed accounts to ensure proper services are represented for accurate billing to reduce credits issued
Assist with the creation of monthly, quarterly annual and Ad-hoc reporting needs for RRAG managed accounts
Assist with post-acquisition activities in verification of services and contract execution
Serve as a “back-up” as needed assisting Regional Accounts Group with large projects and business opportunities and working closely with customer services team to support with increased call volume during peak times and staffing shortages (as needed)
Perform tasks in a safe manner in compliance with all local, state, and federal regulations and company policies
Other duties as assigned
Supervisory Responsibility:
This position will not manage employees
Skills & Abilities Needed for Position:
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Technical expertise regarding data models, data mining and segmentation techniques
Highly motivated individual who possesses professional demeanor and is comfortable in a variety of business environments
Strong organizational and time management skills
Client relationship skills incorporating a customer-centric attitude, with excellent communication, interpersonal and negotiating skills
Computer proficient with a high-level of skills in Microsoft Office; strong familiarity with Excel, PowerPoint, Word, and web-based software
Ability to define problems, collect data, analyze data, establish facts, and draw valid conclusions
Experience & Knowledge Needed for Position:
Strong knowledge of and experience with reporting packages
Previous experience as a data analyst
Physical Requirements in a Regular Workday:
Rarely lifting/carrying/pushing/pulling a max of 35 lbs
Continuously sitting in an office environment
Occasionally standing/walking in an office environment
Additional Working Conditions/Aspects:
Ability to work overtime, weekends, and/or holidays
Legally eligible to work in the United States
Valid driver's license (if applicable)
Must successfully complete pre-employment testing
Must be able to read and speak the English language
T
his job description is intended to describe the general nature, complexity, and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties, and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish an employment contract and is subject to change at the discretion of the company.
Rumpke Waste and Recycling is committed to equality in all aspects of employment. It is Rumpke's policy to provide equal opportunities to all employees and potential employees without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Client Relationship Analyst
Cincinnati, OH
Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
• Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
• Executing money movement transactions at the request of the client and/or FA/PWA
• Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
• Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA
• Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
• Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
• Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
• Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance)
• Assist FAs / PWAs/ teams in delivering against their business plan and client service model
• Remaining current on all policies, procedures and new platforms
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
• Assisting with general in-office support functions such as copying, filing and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• High School Diploma/Equivalency
• College degree preferred
• Industry experience is a plus
• Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
• Detail orientated with superior organizational skills and ability to prioritize
• Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
• Exceptional writing, interpersonal and client service skills
• Strong time management skills
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment
• Adaptable and ability to multi-task
• Goal oriented, self-motivated and results driven
Reports to:
• Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyWealth Management Client Associate
Cleveland, OH
About Us - Alluvial Private Wealth is seeking a proactive and detail-oriented Client Associate to join our dynamic financial services team. In this on-site role based in Cleveland, Ohio, you'll play a key part in supporting clients by delivering exceptional service and assisting with the management of their financial needs. Success in this position requires strong communication skills to build client relationships, and excellent organizational abilities to keep operations running smoothly and efficiently across the team.
Skills
Assist clients with inquiries regarding their accounts, investments, and financial products.
Manage calendars, schedule meetings, and coordinate appointments
Answer and direct phone calls and emails professionally
Prepare reports, memos, invoices, and other documents
Maintain accurate records of client interactions and transactions.
Maintain organized filing systems (digital and physical)
Order and track office supplies
Greet visitors and provide excellent front-office support
Support client onboarding by helping gather required documentation and assisting with account setup to ensure a seamless transition.
Support team projects and handle ad hoc administrative tasks
Open and prepare the office each morning, including unlocking doors, turning on lights, and ensuring readiness for the day.
Assist with incoming calls, including answering the 800-line, and managing front desk responsibilities for client walk-ins.
Apply basic knowledge of financial terminology (e.g., IRAs, RMDs) to support client interactions effectively.
Excellent organizational and time management abilities
Ability to handle confidential information with discretion
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Strong communication skills, both verbal and written, to interact effectively with clients and team members
Ability to work independently as well as collaboratively within a team environment
High school diploma or equivalent (Associate's degree preferred but not required)
High attention to detail and strong client service orientation
Requirements
Compensation & Benefits
Salary: $70,000 - $75,000 annually + potential discretionary firm bonus
Job Type: Full-time
401(k)
Health insurance
Dental insurance
Vision insurance
Health savings account
Paid parental leave
10 days paid time off (PTO) + paid company holidays
Full-time salaried role
8-hour shift
Day shift
Monday to Friday
No travel required
Work Location: On-site, Cleveland, OH. Monday-Friday
Salary Description $70,000-$75,000
Client Relations Representative
Cincinnati, OH
It's not just about what you do for a living, it's where you do it, when, and with whom? At Rhine Squad, we value our inclusive environment. We operate under an open-door policy for anyone qualified and ready to work hard.
Some of our most successful Sales Representatives come from various backgrounds and walks of life. We are an equal-opportunity employer actively seeking the kind of employee who works hard, has fun, and enjoys working with people. We do not work remotely so if you're the kind of person who has been itching for that human connection, this is the place for you! You don't need any experience in this role due to our training curriculum but you do need a great “go-get-em” attitude and work ethic.
Currently, we are hiring a Client Relations Representative to join the team. This person will get hands-on training in our sales department and learn daily sales operations.
Initial Client Relations Representative Responsibilities:
Engage with customers, in-person, in a professional, friendly manner
Operates as the point of contact for assigned customers in your given sales territory on behalf of major companies.
Generate sales among customer accounts
Answer customer queries and identifies new business opportunities
Work with the team on sales goals and business development needs
Benefits/Perks:
Advancement Opportunities - we promote from within
Competitive compensation plan; weekly pay ranging from $800-1000 depending on commissions
Mentoring program
Travel
Positive/inclusive work culture
Hands-on training and development
Basic Qualifications:
Strong interpersonal skills
Polite and friendly
Excellent communication skills
Good negotiation skills
Innovative
Great time management
BS Degree is preferred but not required with relevant work experience
Ability to work full-time and reliably commute to the office
0-3 years of relevant work experience (especially working with customers; restaurant and retail experience is a major plus!)
Client Service Associate
Cleveland, OH
Job Description
JOB TITLE: Client Service Associate
EMPLOYER: Signature Estate & Investment Advisors, LLC
DEPARTMENT: W2 Advisory Team
REPORTS TO: Client Service Manager
SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal departments, ensuring that requests are handled accurately, efficiently, and with care.
While ensuring a seamless experience, the CSA team handles prospect introduction through ongoing relationship management. It is a central role in supporting SEIA's multiple W2 Advisory Teams by managing account operations, coordinating client service activities and collaborates closely with peers to uphold SEIA's service philosophy of effort with sincerity. Training will be expected full-time in-office. Position will be eligible for hybrid structure (office 3 / remote 2) after training has been completed and approved by manager. Training is expected to be completed by the third month if not sooner.
DUTIES AND RESPONSIBLITIES:
Account Management: Prepare, review, and submit account opening and transfer paperwork in a timely and compliant manner.
Account Maintenance: Process transactions, address changes, and updates; monitor account activity to ensure accuracy and completion.
Client Service: Respond promptly to client and advisor inquiries by phone or email; provide updates on account status, transactions, and paperwork.
Documentation & Reporting: Prepare correspondence, meeting summaries, client reports, and other communications as needed.
Practice Support: Maintain up-to-date client and household data in CRM systems; assist with meeting preparation and follow-up.
Collaboration: Partner with advisors, operations, and compliance teams to ensure smooth onboarding, high-quality service delivery, and consistent communication.
Continuous Improvement: Identify opportunities to streamline workflows and improve service standards in alignment with SEIA's client experience goals.
Other Duties: Perform additional responsibilities as assigned by management.
QUALIFICATIONS:
Bachelor's degree preferred
FINRA licenses Series 7 and 66 are not required but a plus to have at the time of hire. Team members are expected to pass these tests within a year of hire date and the company reimburses test cost and materials after they pass
Computer skills: Microsoft Office (Excel, PowerPoint, Word), Outlook, CRM (Salesforce preferred)
SKILLS:
Experience with customer service, problem solving and support skills
Time management and organizational skills
Attention to detail and follow through
Thoughtful verbal and written communication skills
Knowledge of financial planning concepts and or willingness to learn
Demonstrates coachability
BENEFITS:
Employee medical: With SEIA and employee contributions
Employee dental, vision and life insurance: Fully paid by SEIA
Dependent medical, dental and vision: Employee paid options
Paid Time Off (PTO)
Holiday Pay
Volunteer Pay
401k with generous match and immediate full vesting
Employee Assistance Program (EAP) and discounts
Opportunity to work and grow with a collaborative and entrepreneurial team
Client Success Liaison
Cincinnati, OH
At Mindfully, our mission is to promote and provide comprehensive, convenient access to high-quality mental health care that is affordable, progressive, and personalized.
We are seeking a dedicated individual who is passionate about supporting clients throughout their early stages of care. The ideal candidate is committed to delivering an exceptional client experience by ensuring clients are prepared for their initial appointments, reducing barriers to engagement, and providing compassionate, proactive support. This role is a key contributor to the Client Success department and requires professionalism, empathy, collaboration, and strong communication skills.
Responsibilities
• Serve as a dedicated point of contact for clients after their initial appointment is scheduled, providing timely and proactive outreach.
• Conduct outbound calls, texts, and emails to encourage attendance, ensure preparedness, and answer questions about upcoming sessions.
• Follow up with clients regarding outstanding or incomplete documentation and support them in completing required forms prior to their first and second appointments.
• Monitor and proactively address barriers that may lead to cancellations or no-shows.
• Maintain accurate, organized, and confidential documentation within CRM and/or EMR systems, in accordance with HIPAA and internal policies.
• Provide reminders, instructions, and clarification regarding appointment logistics, insurance requirements, payment expectations, and clinician information.
• Track provider attendance trends and identify potential barriers for clients (e.g., technology issues, paperwork needs, transportation challenges, insurance misunderstandings) and collaborate with internal teams to resolve them.
• Communicate proactively with the Intake Team, Client Success Manager, and clinicians regarding client readiness, risk factors, or concerns requiring escalation.
• Track and report on communication outcomes, attendance patterns, and documentation completion.
• Participate in special projects and continuous improvement efforts.
• Attend regular departmental meetings and trainings to stay informed of new services, policies, and procedures.
• Contribute to a culture of service excellence, empathy, reliability, and professionalism.
• Manage sensitive client interactions with confidence, compassion, and discretion.
• Perform other duties as assigned.
Benefits
• Health, vision, and dental insurance
• Paid time off
• Paid holidays plus a floating holiday
• HSA with employer match
• Dependent care FSA
• Employer-paid Life and AD&D insurance
• Employer-paid short-term and long-term disability
• Wellness program
• Employee assistance program
• 401(k) with employer match
Mindfully Behavioral Health is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and internship. Mindfully Behavioral Health makes hiring decisions based solely on qualifications, merit, and business needs at the time. Furthermore, the Company will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.
Salary Description 17.00
Client Coordinator
Westerville, OH
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success.
:
Oxford Home Lending is one of the fastest growing direct-to-consumer mortgage companies in the nation. We are actively seeking high-energy individuals to represent our company and grow with us. We are people-driven and are committed to our team members' individual success. We are seeking motivated individuals looking to advance their sales careers to join our Client Coordinator program, an entry-level path toward becoming a licensed Senior Mortgage Advisor.
Why Oxford?:
Salaried position along with production-based bonuses
Company provided training toward becoming a licensed Senior Mortgage Advisor
State of the art technology
Multiple career paths, potential for growth
Financial stability- backed by the LWR Family of Corporations
Qualifications:
You're self-motivated, driven by high-performance, and enjoy seeing financial reward for your hard work.
You love sales and have an infinite love for providing second-to-none customer service.
You are interested in finance and are eager to learn about the mortgage industry.
Job Description:
Represent Oxford Home Lending by being the "face" of the company, first point of contact to potential customers.
Generate new and repeat sales by providing product information and outstanding customer service
Actively participate in company-provided trainings regarding products, sales, and marketing as a pathway to become a licensed senior mortgage advisor
Engage with prospective customers via text, email, and phone
Provide support to senior mortgage advisors to supply high quality provided leads
Benefits (starting within 30 days):
Medical/dental/vision
Paid holidays
Paid time off
Paid Parental leave
Life insurance
Short- and long-term disability
401K with company match
Competitive compensation plan
Corporate wellness program
Discount on home mortgage refinances or purchases
Oxford Home Lending provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyClient Service Associate
Akron, OH
About Us
Park 6 Logistic is a forward-thinking logistics and distribution company committed to delivering efficient, reliable, and scalable solutions for businesses nationwide. We combine innovation, strong operational standards, and exceptional customer service to support our partners at every step of their supply chain. As we continue expanding, we are looking for talented professionals who are ready to contribute to our growth and elevate our brand presence.
Job Description
We are seeking a motivated and detail-oriented Client Service Associate to join our professional team in Akron, OH. In this role, you will serve as a key point of contact for clients, ensuring their needs are met with accuracy, clarity, and efficiency. You will be responsible for maintaining strong relationships, coordinating service requests, and supporting smooth operational processes that align with our service standards.
Responsibilities
Provide professional support and clear communication to clients regarding services, updates, and inquiries.
Coordinate with internal teams to ensure timely and accurate logistics operations.
Maintain client records, documentation, and follow-ups with attention to detail.
Assist in resolving issues with a solutions-driven and client-focused approach.
Uphold service quality and support continuous improvement within client operations.
Qualifications
Qualifications
Strong communication and organizational skills.
Ability to multitask and manage priorities in a fast-paced environment.
Professional attitude, problem-solving mindset, and client-centered approach.
Basic understanding of administrative or customer-support functions.
Ability to work independently and collaboratively.
Additional Information
Benefits
Competitive annual salary of $50,000-$55,000.
Opportunities for professional growth and long-term career development.
Supportive and team-oriented work environment.
Stable full-time position with structured work schedules.
Skill-building opportunities within a respected logistics company.
ENTRY LEVEL Client Relations Specialist
Cincinnati, OH
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Free uniforms
Opportunity for advancement
Training & development
Jump-start your career with Hal Solutions.
Were a fast-growing team focused on real relationships, smart solutions, and making an impact. As a Client Relations Specialist, you'll be at the heart of our sales teamconnecting with people, solving problems, and helping clients succeed.
This is a full-time, entry-level, on-site role with hands-on training and room to grow. If you're ready to learn, contribute, and be part of something bigger, we want to meet you.
Our training covers:
In-depth knowledge of the clients industry and products
Proven sales strategies and tactics
Outstanding customer service techniques
Business development fundamentals
Strong communication and interpersonal skills
Whether you're beginning your career or looking to build essential professional skills, this role provides hands-on experience, mentorship, and a clear path for growth.
What to expect:
Clear goals & expectations Know exactly how to succeed with transparent benchmarks that support your growth.
Strong professional network Connect with mentors and leaders who will support your long-term career.
Recognition & rewards From shout-outs to incentives, we celebrate wins big and small.
Quick advancement & performance-based bonuses Your hard work wont go unnoticed. We reward results and provide clear paths to grow.
Fast-paced, team-oriented culture Collaborate with supportive professionals who care about what they do.
Were seeking someone who brings both professionalism and personality to the table. The ideal candidate is:
Positive, solutions-focused, and professional in every interaction
An engaging communicator who enjoys connecting with people
Compassionate and empathetic with a strong desire to help others
Adaptable and thrives in fast-paced, changing environments
Organized and able to manage multiple priorities with ease
Comfortable having sales conversations and presenting tailored solutions
Self-motivated, resilient, and driven to exceed goals
At Hal Solutions, your success starts on day one. We invest in you with hands-on training, real-world experience, and ongoing mentorship to help you grow with confidence.
Ready to get started?
Apply now with your resume, and a member of our Recruiting Team will be in touch within 13 business days if your background is a match.
SBA Compliance/Servicing Officer
Defiance, OH
State Bank, a growing, full-service community bank, has an immediate opening for a full time SBA Compliance/Servicing Officer in our Defiance, Ohio Corporate office. Our SBA Compliance/Servicing Officer will ensure SBA Eligibility and compliance oversight, assist with SBA servicing actions, submit SBA guaranty purchase packages and liquidations, perform SBA file audits, update SBA data analytics and reporting. If you're an outgoing self-starter who is committed to providing overall exceptional service to help achieve adherence to SBA compliance and regulations, you might be a great addition to our team.
We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more!
In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve.
Apply today!
Equal Opportunity Employer
Auto-ApplyAnnuity Payouts Admin Processor
Cincinnati, OH
The Annuity Payouts Administrative Processor is responsible for processing annuity payouts transactions on deferred annuity contracts, rider exercise requests, settlement certificates, lottery payments, third party terminal funding and pension payments.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Annuity Payouts Administrator Processor:
Reviewing and processing entry-level financial and non-financial transactions including forced annuitization, deferral, quotes, direct deposit set up, reissue of returned payments, address changes, income verification and updates to tax withholding
Processing suitability reviews, fund requests from transfer company, book funds received via check or wire and submitting requests for commission payments
Communicating with agents and contract holders by telephone, letter and email regarding contract service and processing
What's in it for you
Competitive pay: Fair compensation for your hard work.
Healthcare coverage: Comprehensive medical, dental, and vision from day one.
Life insurance: Company-paid coverage for you and your loved ones.
401(k) plan: Matching contributions to help secure your financial future.
Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
Work-life balance: Flexible time-off policy to recharge and pursue passions.
Dress for your day: Express your style comfortably at work.
Inclusion and Culture: A respectful environment that values unique contributions.
Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
Well-being focus: Programs to support a healthy balance between work and home life.
Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Client Relations Coordinator - Oakwood, OH
Ohio
Client Relations Coordinator Are you looking to advance your career and truly make a difference? Are you an organized, self-motivated individual with excellent interpersonal skills? Russell Total Wealth and Wellness in Oakwood, OH is looking for an Client Relations Coordinator. As a “master of phone sales,” this individual will be calling to convert leads; you will engage leads after they have shown interest in one of our many marketing funnels, including informational workshops/seminars, webinars, radio ads, TV ads, social media, website leads, YouTube videos, paid social media, etc. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over phone, email and text, while never making the lead feel uncomfortable or pressured. Key Traits:
Highly personable with a positive attitude
Excellent communicator
Ability to work independently with little supervision
Remarkable organizational and prioritization skills, with meticulous attention to detail
Goal-driven team player with a results-driven approach
Strong work ethic
An entrepreneurial perspective to build client base
Great customer service skills
Present self with a professional and polite manner
Comfortable communicating over phone and email, leveraging tools like Salesforce, Google Suite, calendar, scheduling, auto-dialers, SMS platforms and similar technology
Minimum Requirements:
Bachelor's degree preferred
2+ years of experience working alongside a Financial Advisor OR within a sales role tasked with scheduling appointments for a company
Proven record of getting prospects/clients engaged
Proficient with MS Office Suite
Experience with a CRM
Exceptional time management skills
Position Responsibilities:
Calling and scheduling with prospective clients
Implement and assist in the creation of contact strategies to keep open leads engaged with the brand, including appointment setting, appointment confirmations and event reminders - leveraging both phone and email
Track weekly and monthly progress of all calls made in CRM system, this includes number of calls made, appointments set and appointments kept
Consistent follow-up with prospective clients
Assist in the management of the Advisor's calendar through setting first appointments
Follow all protocols for appointment setting, including naming conversation, color coding and tracking
Speak with confidence about the firm's mission, core competencies, the services we provide and the content we produce
Understand the target client and their overall concerns regarding their retirement - including, but not limited to, market fluctuation, inflation, recession, required minimum distributions, and the like
Possess an awareness about upcoming events, content releases and other marketing strategies, and leverage these events to convert leads into appointments
Attend seminars/workshops
Update CRM with details on all conversations and appointments
Represent the Client brand in all lead and client interactions, including by phone, in email, and in person
Perform other duties and projects as assigned
Salary:
$45K + BIP (Bonus Incentive Program) + VKB (Visits Kept Bonus)
Program Details: BIP AVG: $8K-$10K per year VKB: ($20/15min Strat Call, $60 OTRR Visit, $100 BP {that has fallen off the sales process, Leadership approval required}) Monthly Tiers for VKB: 1-10 $20/$60 (Call/OTRR), 11-20 $25/$70, 21-30 $30/$80, 31+ $35/$100 Both BIP and VKB are paid quarterly. Benefits:
Health Insurance
PTO
Paid Holiday's
Quarterly bonuses
Cell phone and gym reimbursement
Free lunches
Team outings and group trips
Work-Life balance prioritized
Hours:
Monday-Thursday 9am - 5pm, Friday's 9am-12pm - Remote
1-2 evenings a month for client events
Presented by Advisor Employee Services Thank you for your interest in the Appointment Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Administrator
Cleveland, OH
Join us as an Administrator and see how your variety of routine and non-routine tasks make a difference and how critical it is to helping us deliver on our purpose and achieve our goals. This is a great opportunity to develop your Administration career within a Global TIC business.
At Element our shared purpose of ‘Making tomorrow safer than today' is what brings us together. We are energized by our ambition to make the world a better place and create a safer future for people. This is what sets us (and you, if you join us…) apart from the crowd.
Salary: $19-$25/hr
Responsibilities
Receive in customer purchase orders.
Create work orders based on customer purchase order requirements
Prepare job packets to be release to the work cells
Type and release certification reports
Provide Customers with feedback on work order status
Follow-up with Customers to clear discrepancies from Purchase Orders
Skills / Qualifications
Is this job for me?
This is a fast-paced environment, and we need someone who is proactive, self-motivated and a team player. The person for this role will be a specialist in their field, respected by all who they work with, keen to learn and enthusiastic in the face of challenge. You will:
Relevant experience within an office environment preferred
Highly motivated and organized individual with a flexible approach to work
Excellent attention to detail
Ability to work independently
Ability to work well under pressure and meet tight deadlines without compromising the quality of work or safety
NOTE: This position requires access to export-controlled commodities, technical data, technology, software, and services. U.S. citizenship, U.S. legal permanent resident status, protected person status under 8 U.S.C. § 1324b(a)(3), or U.S. Government export authorization is required. Any offer of employment is contingent upon the employer obtaining the necessary export authorization, including, if required, an export license from the U.S. Department of Commerce's Bureau of Industry and Security, the U.S. Department of State's Directorate of Defense Trade Controls, or other applicable government agency.
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Company Overview
Element is one of the fastest growing testing, inspection and certification businesses in the world. Globally we have more than 6,500 brilliant minds operating from 200 sites across 30 countries. Together we share an ambitious purpose to ‘Make tomorrow safer than today'.
When failure in use is not an option, we help customers make certain that their products, materials, processes and services are safe, compliant and fit for purpose. From early R&D, through complex regulatory approvals and into production, our global laboratory network of scientists, engineers, and technologists support customers to achieve assurance over product quality, sustainable outcomes, and market access.
While we are proud of our global reach, working at Element feels like being part of a smaller company. We empower you to take charge of your career, and reward excellence and integrity with growth and development.
Industries across the world depend on our care, attention to detail and the absolute accuracy of our work. The role we have to play in creating a safer world is much bigger than our organization.
Diversity Statement
At Element, we always take pride in putting our people first. We are an equal opportunity employer that recognizes diversity and inclusion as fundamental to our Vision of becoming “the world's most trusted testing partner”.
All suitably qualified candidates will receive consideration for employment on the basis of objective work related criteria and without regard for the following: age, disability, ethnic origin, gender, marital status, race, religion, responsibility of dependents, sexual orientation, or gender identity or other characteristics in accordance with the applicable governing laws.
Auto-ApplyCampus Service Officer - Student - Police Division
Maineville, OH
Monitor areas of campus covered by security cameras, report suspicious criminal activity to BGSU Police, receive and dispatch requests for on-campus escorts. Provide on-campus walking escorts, physical security of buildings, vehicle unlocks and jump-starts. Assist BGSU Police.
Career Readiness Competencies:
* Communication
* Critical Thinking
* Professionalism
* Physical security of buildings on campus.
* Walking escorts.
* Foot and vehicle patrols on campus.
* Vehicle unlocks and jump starts.
* Monitor live security camera feeds and report suspicious or criminal activity to BGSU Police.
* Operate camera monitoring equipment.
* Receive requests for on-campus escorts by phone and obtain requisite information from requester.
* Dispatch on-campus escort requests to other student employees or BGSU Police.
* Work in conjunction with BGSU Police Dispatchers and Officers.
* Ability to perceive suspicious activity.
* Ability to distinguish between normal and criminal activity.
* Assist BGSU Police when requested.
* Must be able to work evenings/nights and weekends.
* Able to be insured by BGSU.
* Must have valid driver's license.
* Able to pass background check.
* Position requires signing a confidentiality agreement.
* Knowledge of radio use.
* Knowledge of computer operation.