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  • Client Service Representative

    3 weeks ago

    Akron, United States Family & Community Services, Inc. Full time

    The purpose of the Client Services Representative is to serve as the contact for the Clients, family members; case managers, and funders to Mobile Meals. The Client Services Representative is responsible for all activities associated with the success Client Service, Representative, Case Manager, Service, Retail, Client

  • Client Service Representative

    1 week ago

    Akron, United States Family Community Services Full time

    Job Type Full-timeDescriptionClient Service Representative Mobile Meals - Summit CountyGENERAL STATEMENT OF DUTIES: The purpose of the Client Services Representative is to serve as the contact for the Clients, family members; case managers, and funders to Mobile Meals. The Client Services Representative is responsible for all activities associated with the...

  • Client Service Representative

    3 weeks ago

    Akron, United States Family Community Services Full time

    Job Type Full-time Description Client Service Representative Mobile Meals - Summit County GENERAL STATEMENT OF DUTIES: The purpose of the Client Services Representative is to serve as the contact for the Clients, family members; case managers, and funders to Mobile Meals. The Client Services Representative is responsible for all activities associated with...

  • Client Service Representative

    3 weeks ago

    Akron, United States Axess Family Services Full time

    Job DescriptionJob DescriptionDescription:Client Service RepresentativeMobile Meals - Summit CountyGENERAL STATEMENT OF DUTIES: The purpose of the Client Services Representative is to serve as the contact for the Clients, family members; case managers, and funders to Mobile Meals. The Client Services Representative is responsible for all activities...

  • Client Services Representative

    3 weeks ago

    Akron, United States Bevan & Associates LPA, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking an energetic individual for our high volume office located in the Hudson area.Qualifications we are looking for include:- Highly organized, in both a paper and electronic environment- Quick learner, with an ability to obtain, understand and retain knowledge- Familiarity and comfortable using Microsoft Office...

  • Manager- Client Accounting Services

    2 months ago

    Akron, United States The Ladders Full time

    Who we are Big enough to serve regional, national and international clients, but small enough to foster a family atmosphere, Bober Markey Fedorovich is the perfect solution if you're looking for something a little different from the Big Four. From large, publicly held companies to smaller, family owned businesses, our clients come in all shapes and sizes so...

  • Client Service Representative

    3 months ago

    Akron, United States Medvetforpets Full time

    ** Client Service Representative** Client Services Akron, Ohio **Description** MedVet is a fast-growing Emergency and Specialty provider with practices nationwide. We help our patients receive advanced medical treatments and innovations. Things like chemotherapy and radiation, cardiac ablations, treatments for glaucoma, physical rehabilitation, dermatology...

  • Client Accounting Services Manager

    1 month ago

    Akron, United States Spartan Placements LLC Full time

    Client Accounting Services Manager We are seeking an outgoing, relationship-driven CPA to join our management team - with path to partner potential! - providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills including (but not limited to): effectively establishing workload priorities,...

  • Client Support Specialist

    4 days ago

    Akron, Ohio, United States Family & Community Services, Inc. Full time

    Position Overview:The Client Services Representative plays a crucial role in establishing and maintaining communication with clients, their families, case managers, and funding organizations associated with Mobile Meals.Key Responsibilities:- Act as the primary point of contact for clients and their support networks.- Ensure effective communication and...

  • Client Accounting Services Manager

    1 month ago

    Akron, United States Spartan Placements, LLC Full time

    Job DescriptionJob DescriptionClient Accounting Services ManagerWe are seeking an outgoing, relationship-driven CPA to join our management team -withpath to partner potential!- providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills including (but not limited to): effectively establishing...

  • Client Accounting Services Senior

    1 month ago

    Akron, United States Spartan Placements, LLC Full time

    Job DescriptionJob DescriptionClient Accounting Services SeniorDUTIES & RESPONSIBILITIESParticipating in review and compilation engagements from planning through issuanceCoordinating with clients to obtain required accounting materialsAssisting in the preparation of financial statements and notes to the financial statementsPreparing projects/engagements on...

  • Travel Nurse RN

    22 hours ago

    Akron, Ohio, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled Emergency Department Travel Nurse to join our team at HealthEcareers - Client. As a travel nurse, you will have the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care and collaborating with a multidisciplinary team.Key ResponsibilitiesProvide direct patient care in the...

  • Client Accounting Services Senior Manager

    1 month ago

    Akron, United States Spartan Placements LLC Full time

    Client Accounting Services Senior Manager We are seeking an outgoing, relationship-driven CPA to join our management team - with path to partner potential! - providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills including (but not limited to): effectively establishing workload...

  • Client Accounting Services Senior Manager

    1 month ago

    Akron, United States Spartan Placements, LLC Full time

    Job DescriptionJob DescriptionClient Accounting Services Senior ManagerWe are seeking an outgoing, relationship-driven CPA to join our management team -withpath to partner potential!- providing oversight and management of client engagements. The ideal candidate will possess a broad base of professional skills including (but not limited to): effectively...

  • Customer Service Associate

    4 days ago

    Akron, Ohio, United States Fred Martin Superstore Full time

    SUMMARYThe Customer Service Associate is responsible for processing payments for sales, services, and parts transactions while playing a crucial role in fostering customer satisfaction.KEY RESPONSIBILITIESThe following are key responsibilities of this position. Additional tasks may be assigned as needed.Welcomes customers at the service counter in a friendly...

  • Client Relations Specialist

    4 days ago

    Akron, Ohio, United States Richard Fernandez - State Farm Agent Full time

    Benefits:401(k) matchingPerformance-based bonusesCompetitive salary structureComprehensive dental coverageHealth insurance optionsGenerous paid time offOpportunities for training and professional developmentPotential for career advancementROLE OVERVIEW:Richard Fernandez - State Farm Agent is on the lookout for a detail-oriented and proactive individual to...

  • Culinary Service Associate

    4 days ago

    Akron, Ohio, United States Mustard Seed Market Full time

    Culinary Service AssociateDepartment: Market Kitchen SalesLocation: Akron - Montrose, OHAt Mustard Seed Market, we have been a cornerstone of the community, dedicated to providing high-quality natural and organic products for many years. Our mission is to educate our customers about food and environmental issues while promoting locally sourced...

  • Culinary Service Associate

    4 days ago

    Akron, Ohio, United States Mustard Seed Market Full time

    Culinary Service AssociateDepartment: Market Kitchen SalesLocation: Akron - Montrose, OHAt Mustard Seed Market, we take pride in being Northeast Ohio's largest locally owned Natural Food Store, dedicated to serving our communities with high-quality natural and organic products for over 37 years. Our mission is to provide exceptional food options while...

  • Culinary Service Associate

    4 days ago

    Akron, Ohio, United States Mustard Seed Market Full time

    Culinary Service AssociateDepartment: Market Kitchen SalesLocation: Akron - Montrose, OHAt Mustard Seed Market, we take pride in being Northeast Ohio's largest locally owned Natural Food Store, dedicated to serving our communities with high-quality natural and organic products for over 37 years. Our mission is to provide exceptional food choices while...

  • Client Relations Specialist

    4 days ago

    Akron, Ohio, United States Richard Fernandez - State Farm Agent Full time

    Benefits:401(k) matchingPerformance-based bonusesCompetitive salary structureComprehensive dental coverageHealth insurance optionsGenerous paid time offOpportunities for training and professional developmentPathways for career advancementROLE OVERVIEW:Richard Fernandez - State Farm Agent is in search of a detail-oriented and proactive individual to assist...

Client Service Associate

2 months ago

Akron, United States Sequoia Financial Group Full time

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.Teamwork. We subordinate our egos to work together for the benefit of our clients.Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generationsSummary of the positionWe seek a motivated, self-starting, passionate team player to join our firm in the role of Client Service Associate. The Client Service Associate is a member of the Client Service organization that includes approximately 50 Client Service Associates located across Sequoia's footprint. The client service associate works with Advisors to support the day to day needs of our clients.ResponsibilitiesThis position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:Coordinate with our clients, advisors, and custodians to set up new accounts, transfer assets, process money movements.Coordinate with clients and advisors to schedule meetings using email, Salesforce and calendar software, or Webex.Prepare for client meetings by updating agendas in Word or Excel and running reports in our portfolio management software.Proactively supporting advisors by anticipating client needs and enabling advisors to maximize their timeComplete requests from advisors and clients within 24-48hrs, ensuring accuracy, and effectively keeping everyone in the loop throughout the process.Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, in person and written communicationsUsing problem solving skills and available resources through research and collaboration with others to create solutions for clients and advisors. These resources include but are not limited to internal departments, team members and custodians.Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely mannerMonitoring, prioritizing and resolving daily time sensitive matters such as money movements, trade ticket confirmations, as well as monitoring custodian alertsUnderstanding and utilizing Salesforce to document client information, take detailed notes, document work done on cases, complete financial accounts, and understand workflows and reporting.Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the clientRequirements Minimum 3 years of experience in a client service role in the financial services industryMinimum 3 years of demonstrated project management skillsAbility to learn and become proficient in a process-driven fast-paced work environmentExcellent oral and written communication with a professional demeanorRobust PC knowledge, typing skills and proficiency in Microsoft Office SuitePreferred Skills/ExperienceExperience working daily with a workflow technology systemPrior experience with Salesforce, TamaracBachelor's degree preferredCompetenciesExceptional attention to detail and organizational skillsAbility to handle multiple priorities and requests from advisors and clientsPersistence in follow up to accomplish objectivesPositive frame of mind with a resilient attitude