Financial Services Representative

4 weeks ago


Medina, Ohio, United States Myers Capital Advisors Full time

Myers Capital Advisors seeks a detail-oriented Client Service Specialist to ensure seamless day-to-day operations and provide exceptional customer service. Key responsibilities include developing strong client relationships, conducting regular financial reviews, and utilizing CRM software to track interactions and forecast future needs. The ideal candidate will possess strong organizational skills, be resourceful in problem resolution, and possess phenomenal phone skills to build trust with clients.

Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
  • Conduct regular financial reviews and offer recommendations to help clients meet their financial goals.
  • Utilize CRM software to track client interactions, update information, and forecast future needs.
  • Collaborate with internal teams to ensure seamless delivery of services and address any client concerns promptly.

Requirements:

  • 3 years prior experience working in the insurance and/or financial industry.
  • Highly organized with strong follow-through.
  • Ability to prioritize day-to-day tasks and issues.
  • Resourceful in problem resolution.
  • Phenomenal phone skills and ability to build trust with clients.

Compensation:

$55,000 - $75,000 per year



  • Medina, Ohio, United States Planet Fitness Full time

    Job DescriptionAt Planet Fitness, we're dedicated to providing a positive member experience. As a Member Services Representative, you'll play a key role in achieving this goal by delivering exceptional customer service to our members, prospective members, and guests.Key Responsibilities:Provide a superior level of customer service, ensuring a positive...


  • Medina, Ohio, United States Buehler Food Markets Full time

    Job Title: Delivery DriverAt Buehler's Fresh Foods, we are seeking a skilled Delivery Driver to join our team. As a Delivery Driver, you will be responsible for delivering products to our customers in a safe and efficient manner.Key Responsibilities:Coordinate delivery schedules with department headsOrganize trips, load the van, and make deliveriesEnsure...


  • Medina, Ohio, United States Aspen Technology Full time

    About AspenTechAs a global software leader, AspenTech helps industries meet the increasing demand for resources from a rapidly growing population in a profitable and sustainable manner. Our Digital Grid Management software suite, including AspenTech OSI products, enables power and utilities companies to achieve superior real-time control, optimization, and...


  • Medina, Ohio, United States Myers Capital Advisors Full time

    Job DescriptionOverviewMyers Capital Advisors is seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our existing clients and prospects.Key Responsibilities• Develop...


  • Medina, Ohio, United States Midwest Vision Partners Full time

    Job Title: Patient Intake and Communications RepresentativeWe are seeking a highly skilled and detail-oriented Patient Intake and Communications Representative to join our team at Midwest Vision Partners. In this role, you will serve as the liaison between our organization and current and potential patients, providing exceptional customer service and...


  • Medina, Ohio, United States Arcis Golf Full time

    About the Role:We are seeking a skilled Golf Mechanic to join our team at Arcis Golf. As a Golf Mechanic, you will be responsible for inspecting, diagnosing, adjusting, and repairing mechanical defects/failures in various golf course maintenance equipment.Key Responsibilities:Prioritize equipment repair and maintenance work for golf course maintenance...


  • Medina, Ohio, United States Abercrombie and Fitch Stores Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Brand Representative at Abercrombie & Fitch Stores. As a key member of our sales team, you will be responsible for delivering exceptional customer service, maintaining a high level of store presentation, and driving sales through effective communication and...


  • Medina, Ohio, United States Terex Full time

    **Job Description:**Regional Sales Manager - TerexJob Summary:We are seeking a highly motivated and experienced Regional Sales Manager to join our team. The successful candidate will be responsible for maintaining and establishing our customer base in the assigned territory.Key Responsibilities:Establish and maintain distribution channels for Genie Aerial...


  • Medina, Ohio, United States Aspen Technology Full time

    AspenTech is a global software leader helping industries meet the increasing demand for resources from a rapidly growing population in a profitable and sustainable manner.The company's Digital Grid Management software suite, including AspenTech OSI products, helps power and utilities companies achieve superior real-time control, optimization, and management...


  • Medina, United States Government Employees Insurance Company Full time

    Customer Service Representative Buffalo, NY Ask your recruiter for details about salary! When you grow, GEICO grows. And if youre the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. Were looking for Customer Service Professionals for our Getzville, NY office. This role...


  • Medina, United States Black Lion Heating & Air Conditioning Full time

    Job DescriptionJob DescriptionBlack Lion Heating and Air Conditioning in Kirkland is seeking a Customer Service Representative to join out team!Position: Customer Service RepresentativeLocation: Kirkland, WAShift: Monday - Friday, 7:30AM - 4:00PMCompensation: $22 - $27/hr (DOE)Benefits: Health, Vision, and Dental Insurance, Voluntary Life and AD&D,...


  • Medina, United States University Hospitals Urgent Care Full time

    We havefull time, front desk/medical receptionist position openings at our clinic located at 716 N Court Street, Medina, OH 44256. Scheduling is tentative 8am - 8pm, 3 shifts/week for full time on a floating schedule. Rotating weekends and holidays are required. Schedules published on a monthly basis.Job descriptionThe Patient Service Representative is the...


  • Medina, United States The Cleveland Clinic Full time

    Job Details Patient Access Representative I Join Cleveland Clinics Medina Hospital where research and surgery are advanced, technology is leading-edge, patient care is world-class, and caregivers are family. This 148-bed community-based hospital has Patient Access, Representative, Patient, Patient Care, Caregiver, Customer Service, Healthcare

  • Service Tech

    2 months ago


    Medina, United States Carrols Restaurant Group Full time

    Carrols Restaurant Group - 971 N. Court Street [Maintenance Technician] As a Service Tech at Carrols Restaurant Group, you'll: Prioritize and complete needed repairs as they occur in a timely fashion; Work with the R&M Budget to implement preventive maintenance procedures as defined by company representatives; Develop a work schedule to minimize the impact...


  • Medina, United States Planet Fitness Full time

    Benefits: Competitive salary Free uniforms Opportunity for advancement Training & development Part-Time Weekend Member Service Representative Your responsibilities will include but are not limited to: Customer Service/Front Desk Activities: Greet members and guests, providing exceptional customer service and doing your best to make members feel...


  • Medina, United States Planet Fitness Full time

    Benefits: Competitive salary Free uniforms Opportunity for advancement Training & development Part-Time Weekend Member Service Representative Your responsibilities will include but are not limited to: Customer Service/Front Desk Activities: Greet members and guests, providing exceptional customer service and doing your best to make members feel...


  • Medina, United States Group Management Services Full time

    Director of Multifamily Operations Medina, OH SCM2 Management LLC is currently seeking a full-time Director of Multifamily Operations to join their team in Medina, Ohio . What we can offer YOU: Dental insurance Vision insurance Health insurance Life insurance Paid time off 401k Pay: Offer dependent on experience Schedule: Monday – Friday 9AM...


  • Medina, United States Group Management Services Full time

    Director of Multifamily Operations Medina, OH SCM2 Management LLC is currently seeking a full-time Director of Multifamily Operations to join their team in Medina, Ohio. What we can offer YOU: Dental insurance Vision insurance Health insurance Life insurance Paid time off 401k Pay: Offer dependent on experience Schedule: Monday - Friday 9AM - 5 PM...

  • Business Planning

    2 weeks ago


    medina, United States Amazon Web Services, Inc. Full time

    The AWS Specialist & Partner (ASP) organization provides a unified, outstanding experience to customers working with partners. Our organization supports over 150,000 partners worldwide; our partners are our customers and we establish long-term, durable relationships to achieve success together. Within the ASP is Partner Foundations (APF), which includes two...


  • Medina, United States Swedish Health Services Full time

    DescriptionThe Nursing Assistant Certified Float assists in the delivery of patient care and department-related activities under the direction and supervision of a Registered Nurse.Providence caregivers are not simply valued – they’re invaluable. Join our team at Swedish First Hill and thrive in our culture of patient-focused, whole-person care built on...


  • Medina, United States Swedish Health Services Full time

    DescriptionProvidence nurses are not simply valued – they’re invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best nurses, we must empower them. Learn why nurses choose to work at Providence by...


  • Medina, United States Redwood Family Care Network Full time

    Job DescriptionJob DescriptionChanging Lives Shaping The FutureHealth Services Program Manager - Supported Living Services $2000.00 Sign-on BonusBased out of Lynnwood Office - Visits Programs in North King County and Snohomish County. Job Title: Health Services Program Manager Salary: 67,724.80 + On-Call StipendShifts Needed: Monday-Friday & Rotating...


  • Medina, United States Redwood Family Care Network Full time

    Job DescriptionJob DescriptionChanging Lives Shaping The FutureHealth Services Program Manager - Supported Living Services Based out of Lynnwood Office - Visits Programs in North King County and Snohomish County. Job Title: Health Services Program Manager Salary: 67,724.80 + On-Call StipendShifts Needed: Monday-Friday & Rotating On-Call Job Status:...


  • Medina, United States Swedish Health Services Full time

    DescriptionRN - Maternal Fetal Medicine @ Swedish First HillOn call / Per diemDay shiftProvidence nurses are not simply valued – they’re invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best...


  • Medina, United States Swedish Health Services Full time

    DescriptionRN - Maternal Fetal Medicine @ Swedish First HillOn call / Per diemDay shiftProvidence nurses are not simply valued – they’re invaluable. You will thrive in our culture of patient-focused, whole-person care built on understanding, commitment, and mutual respect. Your voice matters here, because we know that to inspire and retain the best...


  • Medina, United States University Hospitals Urgent Care Full time

    We are looking for full time, talented and compassionate Medical Assistants or EMT-Advanced who will float between our Medina & Broadview clinics.*This position requires successful completion of a Medical Assistant or Advanced EMT education from an accredited institution*Scheduling is tentative 8am - 8pm, 3 shifts/week for full time on a floating schedule....

  • SAP Business Analyst

    4 weeks ago


    Medina, United States Tremco Full time

    Summary - General Purpose of the Job: Primary focus of this position will be to work directly with the business and corporate to develop and migrate our financial processes onto our corporate CFIN platform which will include new AP, AR, Close, Travel and Expense and Capital Processes and tools. This position focuses on a specific functional area(s) of the...

  • Purchasing Director

    5 days ago


    Medina, United States Nelsen Corporation Full time

    Job DescriptionJob DescriptionEstablished over 70 years ago, Nelsen Corporation, a family-owned business, has grown to become one of the world’s leading OEMs and distributors of residential and commercial water treatment systems and components, and drinking water products. From its headquarters in Medina, Ohio, and additional distribution and manufacturing...


  • Medina, United States Fresenius Medical Care Full time

    PURPOSE AND SCOPE: Directs, administers and controls the day to day operations and activities of dialysis facilities and programs in an assigned area ensuring compliance with established company and regulatory guidelines and procedures in order to provide high quality dialysis services and outstanding patient care to the community. Participates in the...