Senior Client Service Associate
3 weeks ago
We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Clearstead. As a key member of our Private Client Services group, you will play a critical role in providing exceptional client service and support to our high-profile private clients and institutions.
Key Responsibilities:- Client Relationship Management: Build and maintain strong relationships with clients, providing proactive and personalized support to meet their needs and goals.
- Administrative Support: Provide administrative support to our Financial Advisors, including coordination of investment account transactions, opening and closing brokerage accounts, and managing meeting logistics.
- Alternative Investments: Assist in the administration of alternative investments, including the completion of subscription documents and coordination of capital calls.
- Team Collaboration: Work closely with our service team at Fidelity and Schwab to troubleshoot problems, expedite high-priority items, and work through complex transactions.
- Professional Development: Stay up-to-date on industry trends and best practices, and share knowledge and expertise with colleagues to drive continuous improvement.
- Experience: 5+ years of related investment, insurance, or trust administration experience.
- Education: BS/BA degree in Business, Finance, or related field, or equivalent experience.
- Skills: Strong computer proficiency, excellent interpersonal and communication skills, and ability to work in a fast-paced environment.
We offer a competitive base salary, incentive bonus program, 401(k) savings plan, and a generous paid time off program. If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, please submit your application.
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Client Service Associate
1 month ago
Cleveland, Ohio, United States PNC Bank NA Full timeJob DescriptionJob SummaryPNC Bank NA is seeking a highly skilled Client Service Associate to provide exceptional support to our clients. As a key member of our team, you will be responsible for delivering top-notch sales, service, and execution support to new and ongoing client relationships.Key ResponsibilitiesProvide sales, service, and execution support...
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Senior Associate, Business Tax Services
3 weeks ago
Cleveland, Ohio, United States KPMG Full timeBusiness Title: Senior Associate, Business Tax ServicesRequisition Number:Function: Tax ServicesArea of Interest:State:OHCity: ClevelandDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
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Tax Senior Manager
4 weeks ago
Cleveland, Ohio, United States Cohen & Company Full timeJob SummaryCohen & Company is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for leading client and billable tasks, ensuring client support throughout the year, and managing client work. You will also assist with managing multiple clients and engagements, including...
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Senior Client Manager
3 weeks ago
Cleveland, Ohio, United States OpenText Full timeAbout the Role:As a Senior Client Manager in our Professional Services team, you will play a key role in driving revenue growth and delivering exceptional customer experiences. You will be responsible for managing client relationships, identifying new business opportunities, and developing solutions that meet their needs.Key Responsibilities:Develop and...
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Senior Client Manager
4 weeks ago
Cleveland, Ohio, United States Oswald Companies Full timeDynamic Leadership OpportunityOswald Companies seeks a goal-driven professional to take ownership in a high-growth business. As a Senior Client Manager, you will be responsible for delivering exceptional service to clients within assigned practices. This role requires strategic and tactical direction, leadership, and sales growth objectives. You will oversee...
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Senior Associate, Business Tax Services Expert
3 weeks ago
Cleveland, Ohio, United States KPMG Full timeBusiness Title: Senior Associate, Business Tax ServicesRequisition Number:Function: Tax ServicesArea of Interest:State:OHCity: ClevelandDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...
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Senior Client Manager
4 weeks ago
Cleveland, Ohio, United States Oswald Companies Full timeUnlock Your Potential in a Dynamic Business EnvironmentOswald Companies is a 129-year-old, employee-owned company that creates a world of protection around the lives and businesses of our clients. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and...
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Client Service Ambassador
4 weeks ago
Cleveland, Ohio, United States VCA Animal Hospitals Full timeClient Service AmbassadorWe are seeking a highly skilled Client Service Ambassador to deliver exceptional customer experiences at VCA Animal Hospitals.The ideal candidate will be responsible for:Greeting visitors and providing a warm welcomeAnswering telephones and guiding clients to exam roomsScheduling and confirming appointmentsPlacing outbound calls for...
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Client Services Manager
3 weeks ago
Cleveland, Ohio, United States Oliver Inc. Full timeAbout the RoleWe are seeking a highly skilled Client Services Manager to join our team at Oliver Inc. This is a unique opportunity to work with a dynamic and growing company that values customer satisfaction and employee growth.As a Client Services Manager, you will be responsible for building and maintaining strong relationships with our clients,...
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Client Services Manager
1 month ago
Cleveland, Ohio, United States Oliver Full timeAbout the RoleWe are seeking a highly skilled Client Services Manager to join our team at Oliver Inc. This is a unique opportunity to work with a dynamic and growing company that values customer satisfaction and employee growth.Key ResponsibilitiesProvide exceptional customer service and support to internal departments, including Sales, Quality, and...
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Senior Tax Associate
4 weeks ago
Cleveland, Ohio, United States Spartan Placements, LLC Full timeJob SummarySeeking a highly skilled Tax Senior Associate to join our team at Spartan Placements, LLC. The ideal candidate will have a strong background in taxation, with expertise in tax research, planning, and compliance.Key Responsibilities:Prepare and review tax returns for individuals, partnerships, and corporationsDevelop and maintain knowledge of tax...
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Tax Senior Associate
4 days ago
Cleveland, Ohio, United States Spartan Placements LLC Full timeDiscover a challenging opportunity as a Tax Senior Associate with Spartan Placements LLC, where you will play a key role in preparing and reviewing tax returns for individuals, partnerships, and corporations. Our team is looking for a highly skilled professional to assist in developing and maintaining client relationships, conduct tax research and analysis,...
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Cleveland, Ohio, United States Cohen & Company Full timeOverview:Cohen & Company is a leading provider of assurance, tax, and advisory services to clients throughout the U.S. and worldwide. Our team of dedicated professionals serves a broad range of clients, from privately held companies and their owners to public and private funds, advisers, and fund service providers within the investment industry.We are...
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Senior Associate, Accounting Advisory Services
4 weeks ago
Cleveland, Ohio, United States KPMG Full timeJob Summary:We are seeking a Senior Associate in Accounting Advisory Services for our Deal Advisory practice at KPMG. As a key member of our team, you will provide technical advice on accounting literature related to U.S. GAAP and IFRS, and support due diligence activities. If you have a strong working knowledge of U.S. GAAP, SEC regulations, and technical...
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Senior Retail Sales Associate
4 weeks ago
Cleveland, Ohio, United States AutoZone Full timeJob Title: Senior Retail Sales AssociateAutoZone is seeking a Senior Retail Sales Associate to join our team. As a Senior Retail Sales Associate, you will be responsible for driving sales through superior customer service and providing a WOW Customer Service experience.Key Responsibilities:Provide exceptional customer service and ensure customer...
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Commercial Client Services Specialist
4 weeks ago
Cleveland, Ohio, United States NESCO Inc Full timeJob SummaryThe Lead Specialist is a key member of a high-performing team responsible for commercial client support functions through telephone or written requests. The role involves the timely processing of commercial monetary transactions and scheduled/non-scheduled loan maintenance.Key ResponsibilitiesAdminister moderate procedures, analysis, tasks, and...
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Senior Client Manager
3 weeks ago
Cleveland, Ohio, United States Oswald Companies Full timeDynamic Business OpportunitiesOswald Companies is seeking a goal-driven professional to take ownership in a high-growth business that truly walks the talk. As a key service client contact, you will identify, design, communicate, and implement cost-effective Property & Casualty solutions to cover risk appropriately. This includes pre-qualifying, reviewing,...
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Client Service Manager
3 weeks ago
Cleveland, Ohio, United States Quadax, Inc. Full timeJob DescriptionThe RCS Client Services Manager is the Quadax liaison to assigned clients and the Manager to Client Service Support staff. This role involves coordinating ongoing client support and managing the Support Staff which may service many clients.Key Responsibilities:Manage the relationship and maintain a partnership with assigned clients.Conduct...
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Commercial Client Services Representative
3 weeks ago
Cleveland, Ohio, United States NESCO Inc Full timeJob SummaryThe Lead Specialist is a key member of a high-performing team responsible for commercial client support functions through telephone or written requests.Key ResponsibilitiesAdminister moderate procedures, analysis, tasks, and reporting related to documentation for products or processes.Review and ensure proper documentation or procedures for...
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Tax Senior Manager
4 weeks ago
Cleveland, Ohio, United States Spartan Placements LLC Full timeTax Senior ManagerSpartan Placements LLC is seeking a highly skilled Tax Senior Manager to join our team. As a key member of our tax team, you will be responsible for leading and coordinating tax engagements, supervising associates, and developing tax planning strategies to minimize tax liability and maximize tax benefits for clients.Responsibilities:Plan,...