Jobs for Client Services Associate

Account Manager (Client Services)

Summary: We take your success personally. We love collaborating with passionate people who bring energy to work, thrive at solving challenges, and embrace the idea that every project is a chance to create something special. Sound like you? Join a team thats not afraid to do things differently. Baesman Group, a nationally recognized provider of direct-to-consumer and in-store marketing strategy and execution, is seeking an experienced Print Account Manager who will be responsible for providing a positive client experience to businesses working with our company. This individual will ensure customer satisfaction by managing the accuracy of job orders, estimates, and proofs. Work with Production to relay job or schedule changes, and confirm every schedule is met. Work closely with the Account Director to manage communication flow to client and Production. Provide all necessary support and client communication as directed by the Account Director for enterprise accounts. Generally acting as the Single Point of Contact (SPOC), responsible for annual revenue growth for assigned accounts. Essential Duties and Responsibilities: + Enter all orders into Monarch with 99.5% accuracy while following the written process + Update changes to schedules or orders via the process provided by the Scheduler + Follow up on schedule and update client or Account Director and communicate to the client as directed by Account Director + Anticipate problems and communicate them to the Production and Account Director + Ensure the accuracy of proofs before going to the client + Retrieve and communicate job status to the client as directed by the Account Director + Write up estimates and deliver them to the client when needed as directed by the Account Director + Immediately escalate any problems with orders, estimates, or clients to the Account Director + Ensure all projects are delivered on time and communicate delivery to clients as directed by the Account Director + Retrieve final pricing or change in pricing from the Pricing Manager and review with the Account Director prior to delivery + Maintain and grow SPOC accounts through regular outgoing communication and in-person visits to build relationships. Pull in Subject Matter Experts (SMEs) as needed to grow revenue. Maximize market share. + Provide pricing for SPOC clients maximizing profitability in consultation with the Pricing Manager or President of Sales + Create an invoice appropriately for change orders + Invoice responsibility for all accounts as needed + Conduct annual business reviews with each SPOC client + Provide guidance, creativity, and problem-solving for clients relative to specifications of projects. Must be able to pull in SMEs as needed. + Other duties as assigned. Requirements + 5+ years of account management experience. + 3+ years of experience working in the print, direct mail, and/or signage industry is a must! + Bachelors degree preferred. + Excellent communication skills, both written and verbal, with impeccable attention to detail. + Must be able to interact professionally and positively with all levels of employees and clients. + Must possess a high degree of energy, sense of urgency, and customer service oriented as well as strong organizational skills. + Strong experience working with Microsoft products, such as Excel, Word, and Outlook. Benefits Financial wellness is about more than just your salary. Here are the other ways Baesman Takes care of our teammates. Medical Insurance- Choose between 3 medical plan options. We also offer dental and vision coverage, in addition to pre-tax flexible spending plans. Profit-Sharing- Share in Baesmans success. We also offer a 50% matching 401(k) program for up to 6% of your pay. Paid Time Off- Its important that you take time to recharge. Thats why we offer PTO, holiday breaks, and employee assistance programs. Life and disability Insurance- We have you covered: Baesman pays 100% of the premium for life and disability. On-site workout facility, wellness initiatives, and more. Setting the Standard- Baesman earned a 2020 Best Workplace in the Americas designation from the Printing Industries of America. The prestigious award recognizes our efforts in providing an outstanding work environment. Were honored and proud to be recognized. Baesman is a fourth-generation, family-owned business. In the same way families grow and change over time, so do the opportunities within our organization. We believe in hard work, cultivating talent, and promoting from within. We strive to help our teammates, our clients, and our shareholders achieve more than they thought possible. Baesman is an Equal Opportunity Employer.

High salary

Client Services Associate - Columbus, OH

Solairus Aviation Columbus, OH

Overview This position is responsible for supporting the Client Services department with various administrative projects and process management. Essential Responsibilities/Duties Setup and manage scheduled meeting events and conference calls Facilitating internal processes, both within the team and cross-functionally, including salary and bonus requests Creating Team Sheets for new accounts or accounts in transition, in coordination with Marketing Handle or assist with project requests from both the Client Services Team and Executive Management Team Human Resources: Work closely with our Human Resources team to complete and streamline tasks Facilitate and complete all crew member Personnel Action Forms in Paycom Gather salary data points to complete reports for Executive Team and or Client Services Team Submit all end of year bonuses and salary increases for our Client Accounts Lead all per diem crew member onboarding Proposals: Support the Executive Management team in developing proposals, researching hangar costs and availability Gather hangar and fuel quotes as requested (usually CROs and CSDs) Must be able to create and maintain relationships with FBOs and hangar owners Bargain fuel cost – tenant vs. contract Request and obtain draft hangar leases and agreement, request changes as necessary Systems administration and oversight, including Salesforce and SharePoint: Salesforce- Maintaining account information to include: Addition of new employees/crew members and removal of terminated employees/crew Update for internal transitions Logging appropriate account communication to include communication with CRO, client, and CSD for historic reference Log all account related tasks Qualifications Highly detail oriented; ability to meet deadlines and possess effective problem-solving skills Must be flexible and can adapt to changes in a growing company Excellent communication and interpersonal skills Ability to operate independently with minimal supervision Aviation experience preferred but not required Experience in Salesforce, Paycom and SharePoint preferred, but not required Must have strong work ethics, be reliable, and have a professional and positive attitude Additional Information Solairus Aviation embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be. Salary - $55,000 - $65,000 #J-18808-Ljbffr

Immediate Start

Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC Columbus, OH

Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Job Description: 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 #J-18808-Ljbffr

Senior Client Service Associate

GRYPHON FINANCIAL PARTNERS LLC Columbus, OH

Benefits: 401(k) Competitive salary Dental insurance Health insurance Paid time off Vision insurance Job Description: 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 #J-18808-Ljbffr

Employee Benefits Client Service Associate

Hylant Columbus, OH

The Opportunity: Enhance the client experience by providing support to the internal team. To develop skills, industry knowledge and relationships by meeting or surpassing the service expectations of clients, prospective clients, agency and company personnel. The ideal candidate should have a reliable transportation method to work hybrid from our Hylant Dublin, Ohio location. Are You A Match? The Client Service Associate is driven by prompt, accurate and thoughtful service to internal team members and clients by consistently responding to inquiries within 24 hours of receipt. No prior experience required; 2+ years’ experience preferred in the employee benefit space, s/he will preferably have an active life and health license. In This Role You Will Execute On: Grow and develop knowledge in insurance as well as Hylant’s servicing tools and processes to obtain Life & Health Insurance License. Cross train to support all benefit functions (implementation, advocacy, compliance, marketing, member engagement, health strategies, and data analysis). Provide high volume tactical client service support to client service teams as requested, such as: Provide backup to local administrative support as requested. Perform other duties and special projects as requested. In This Role You’ll Need: High School Diploma or equivalent required; associates or bachelor’s degree preferred. No prior experience required; internship or exposure to a professional work environment preferred. Prior experience using Employee Navigator or other HRIS systems preferred, but not required. Ability to obtain and maintain Life and Health Insurance License. Proficient in Word, Excel, PowerPoint and Outlook. Ability to organize, plan and prioritize with effective results. Intermediate to advanced communication skills, including listening, speaking and writing. Must be legally authorized to work in the United States. Why Hylant? A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in seven states. Since the founding of our family-owned business 90 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you. Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify. #J-18808-Ljbffr

Client Service Associate - Entry Level

OED Columbus, OH

We’re seeking a dedicated and enthusiastic Entry-Level Client Service Associate to join our team. This role offers a dynamic work environment where you’ll provide exceptional client support while collaborating with internal teams to achieve outstanding results. Key Responsibilities Client Support : Be the primary point of contact for clients, addressing inquiries and concerns with enthusiasm and professionalism. Issue Resolution : Quickly and effectively troubleshoot client issues, ensuring satisfaction through proactive solutions. Record Keeping : Maintain organized and accurate documentation of client interactions and event-related information. Team Collaboration : Partner with internal teams to deliver seamless event execution and build strong client relationships. Qualifications Communication Skills : Excellent verbal and written abilities to engage with clients and team members effectively. Problem-Solving : A proactive, detail-oriented approach to resolving issues efficiently. Organizational Skills : Ability to manage multiple priorities in a fast-paced environment. Education : High school diploma or equivalent; certifications in customer service or client relations are a plus. What We Offer Career Growth : Opportunities for advancement and professional development in a growing organization. Collaborative Environment : Work in a supportive team that values your contributions and innovation. Industry Experience : Gain valuable insights into the exciting world of event marketing. Competitive Benefits : Receive a competitive salary, performance-based bonuses, and additional incentives. #J-18808-Ljbffr

Client Service Associate Entry Level

OED Columbus, OH

Client Service Associate - Kindred Wealth Partners

apply.workable.com - ATS Columbus, OH

The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm. Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines. Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling, and post-meeting documentation. Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available. Deposit checks received and maintain check blotter in adherence to compliance guidelines. Maintain client information in CRM database. Manage and update mailing lists for birthdays, holidays, and firm marketing efforts. Order supplies for office and act as point of contact for any infrastructure requests. Other duties as assigned by Senior Client Service Associate. Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Ability to build relationships with clients and internal partners and influence others without direct control. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations. Previous experience in the independent financial services culture preferred. Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities: Advanced computer skills (Outlook, Word, Excel, and PowerPoint) are essential. Excellent communication skills, both verbally and in writing. Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once. Ability to build relationships with clients and internal partners and influence others without direct control. Education and/or Experience: Bachelor’s degree in a business-related field preferred. The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts. Previous experience in the independent financial services culture preferred. Certificates, Licenses, Registration: Series 7 and 65/66 preferred (or ability to obtain). #J-18808-Ljbffr

Client Relations Associate

Hiro Solutions Columbus, OH

We value our partnered clients and share their vision of growth. Our success in creating these long-lasting promising business relationships is due to our dedicated Client Relations and Customer Service Team. Their determined efforts in providing our clients with excellent customer service have overall improved the quality of our client relations. With our client’s upcoming expansion, we are looking to extend our Client Relations and Customer Service Team. If you are team-spirited, share a passion for cultivating relationships, and have a desire to assist others, then the Client Relations Associate role was made for you! Responsibilities of a Client Relations Associate: Establish and maintain long-lasting business and client relationships. Identify, troubleshoot, and provide clients with resolutions to their issues and concerns. Maintain open communication between our clients, their consumers, and our Client Relations Associate Team. Utilize product knowledge to upsell products and services as needed and assist our sales team in new client acquisitions. Provide clients with an individualized purchasing experience and utmost customer service. Coordinate with the sales team to ensure process orders are completed and installation dates are set. Document client’s contact information, ensure their purchase order is correct, and submit all information accordingly to our Senior Client Relations Associates. Collaborate with fellow Client Relations Associates, and other Customer Service and Sales team members so that all sales targets are met. The Ideal Candidate as a Client Relations Associate: High School Diploma or equivalent certification required. Bachelor’s Degree in Business Administration, Communications, Marketing, or other related fields preferred. 1-3 years of experience working in Client Relations, Customer Service, Hospitality, Sales, or other related fields preferred. People-oriented and passionate about building relationships. Charismatic and personable demeanor that transpires to fellow Client Relations Associates and other Customer Service team members. Results-driven and self-motivated to improve interpersonal skills. Practices active listening and is empathetic to clients’ concerns. Solution-oriented and takes initiative in resolving unexpected challenges. #J-18808-Ljbffr

Client Success Associate

Rival Columbus, OH

Who We Are Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We’re committed to providing employees with a meaningful work experience and have established an award-winning culture that supports personal and career development in a fun, casual, and collaborative environment. There has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want This role will focus on mastering the basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling appointments, tracking shipments while providing timely updates internally and externally, and closing out loads. You will work on mastering these skills, and work to develop other tasks to continue building your skill set within Client Success. You must be detail and process oriented, customer obsessed, efficient, proactive, solutions driven, and comfortable with effectively performing operational duties independently, as well as working collaboratively across our different departments. What You'll Do Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution. Focus on accuracy and timeliness while building loads for our customer account(s). Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network. Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates. Communicate with customer contacts proactively when a shipment will be delayed. Developing Tasks Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer. Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities. Consistently work towards expanding your relationship with your customer contacts by delivering timely and professional communication. Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service. Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate. Prioritize exceptions by working with the Carrier team to provide timely updates to customers. Proactively work with management to determine any potential concerns for aging for your customer. Qualifications Bachelor’s degree in a relevant field of study preferred. Proven demonstration of commitment and work ethic in a school or work setting. Fast-paced and able to multitask in a high-pressure environment. Polished communicator with exceptional interpersonal skills, both verbal & written. Able to take verbal/written instruction and execute with confidence. Benefits Take advantage of our comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage. Invest in your future with our matching 401K program. Build relationships and find your home at Arrive through our Employee Resource Groups. Get recognized through our employee rewards program. Leave the suit and tie at home; our dress code is casual. Eat for free on Mondays and Fridays! Free breakfast on Mondays and lunch on Fridays! Work in the wonderful city of Columbus, OH - we are in a convenient location close to downtown and a bunch of great restaurants / breweries! Sweat it out using local gym discounts. Maximize your wellness with free counseling sessions through our Employee Assistance Program. Take time to manage your physical and mental health - we offer company paid holidays, paid vacation time and wellness days. Receive 100% paid parental leave when you become a new parent. Get paid to work with your friends through our Referral Program! Get relocation assistance! If you are not local to the area, we offer relocation packages. Your Arrive Experience When we say “award-winning culture,” we mean it. We’ve been recognized as a top workplace by Inc. Fast Company, Fortune, and earned Top Workplaces and Great Place to Work, to name a few. We intend on topping many more of those lists in the years to come, but we’re not in it for the trophies. We’re committed to culture because it keeps us connected to each other and invested in our shared success while having a blast along the way. Our employee-founded resource groups create communities within Arrive’s walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos. Notice: To ensure a safe and transparent interview process, we want to note that Arrive Logistics adheres to strict recruitment practices. Candidates undergo an interview process, and Arrive Logistics does not provide unsolicited job offers. If you have concerns about receiving a fraudulent offer, please contact [email protected] for verification. #J-18808-Ljbffr

Immediate Start

Client Reporting Associate

Morgan Stanley Columbus, OH

We're seeking someone to join our team as a Client Reporting Associate in Wealth Management Operations to analyze, research, reconcile, and explain inquiries that are presented by Financial Advisor teams. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position within Product Support and Services to provide transaction support and management post execution services. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on... What you'll do in the role: - Execute processes/functions and/or support process management and project efforts, leveraging knowledge of the systems, markets and instruments that influence the team - Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements - Build relationships within team and internal stakeholders, sharing knowledge to contribute to team output - Participate in projects and initiatives, aiding in solution formulation with a focus on timely execution - Individual will also help in creating combined summaries, guide in index selections, and provide system navigation - Support the following reporting: Performance, Portfolio Risk, Statements, and Confirms. In addition to fielding inbound inquiries, this individual will be responsible for reviewing and processing cases and following up on inquiries via outbound calls and emails related to Client Reporting What you'll bring to the role: - Ability to establish clear goals and priorities, and address non-standard issues within area of expertise with minimal guidance and supervision - Subject matter expertise in business area supported, client requirements, and ability to ensure control is not compromised to comply with client requests - Culture carrier across Operations, embracing the Firm's core values - Knowledge of portfolio performance or risk measurement statistics and tools - Highly motivated professional with problem solving ability, and personal accountability - Excellent and efficient communication (written and oral), and listening skills - At least 2 years' relevant experience would generally be expected to find the skills required for this role Role is Hybrid and will require in office attendance 3 days/week. 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). #J-18808-Ljbffr

Client Success Associate

Arrive Logistics Columbus, OH

Who We Are Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament to our remarkable team and what we are building together. We’re committed to providing employees with a meaningful work experience and have established an award-winning culture that supports personal and career development in a fun, casual, and collaborative environment. There has never been a more exciting time to get on board, so read on to learn more and apply today! Who We Want This role will focus on mastering the basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling appointments, tracking shipments while providing timely updates internally and externally, and closing out loads. You will work on mastering these skills, and work to develop other tasks to continue building your skill set within Client Success. You must be detail and process oriented, customer obsessed, efficient, proactive, solutions driven, and comfortable with effectively performing operational duties independently, as well as working collaboratively across our different departments. What You'll Do Manage load board on a daily basis, which includes detailed data entry in load building and scheduling, tracking, reviewing available loads, and closing out loads to ensure overall execution Focus on accuracy and timeliness while building loads for our customer account(s) Obtain pickup and delivery appointments from the shippers and consignees within your customer’s network Deliver effective and timely communication with Carrier reps and customer contacts when rescheduling pickups, deliveries, and while obtaining accurate tracking updates Communicate with customer contacts proactively when a shipment will be delayed Developing Tasks Understand the Customer’s committed lanes and when to accept or reject loads being tendered by the customer Establish a strong understanding and knowledge base of the industry, foundational skills, and of Arrive operations with a drive for continued educational opportunities Consistently work towards expanding your relationship with your customer contacts by delivering timely and professional communication Work with BD and Carrier counterparts to navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that is available by looking at appointment times, flexibility, and other attributes that will get the best possible rate Prioritize exceptions by working with the Carrier team to provide timely updates to customers Proactively work with management to determine any potential concerns for aging for your customer Qualifications Bachelor’s degree in a relevant field of study preferred Proven demonstration of commitment and work ethic in a school or work setting Fast-paced and able to multitask in a high-pressure environment Polished communicator with exceptional interpersonal skills, both verbal & written Able to take verbal/written instruction and execute with confidence Your Arrive Experience When we say “award-winning culture,” we mean it. We’ve been recognized as a top workplace by Inc. Fast Company, Fortune, and earned Top Workplaces and Great Place to Work, to name a few. We intend on topping many more of those lists in the years to come, but we’re not in it for the trophies. We’re committed to culture because it keeps us connected to each other and invested in our shared success while having a blast along the way. Our employee-founded resource groups create communities within Arrive’s walls, including Women in Logistics, Emerging Professionals, Prisms, Black Logistics Group, Salute and Unidos. Notice: To ensure a safe and transparent interview process, we want to note that Arrive Logistics adheres to strict recruitment practices. Candidates undergo an interview process, and Arrive Logistics does not provide unsolicited job offers. If you have concerns about receiving a fraudulent offer, please contact [email protected] for verification. #J-18808-Ljbffr

Client Relations Associate Entry Level

OED Columbus, OH

We are currently seeking an enthusiastic Client Relations Associate to join our dynamic team. This role is ideal for individuals who enjoy building relationships, resolving client inquiries, and contributing to successful campaigns in a fast-paced environment. Key Responsibilities Client Communication: Serve as the primary point of contact for clients, responding to inquiries about events, promotions, and products with professionalism and a positive attitude. Event Support: Provide accurate information regarding upcoming events and promotional campaigns, ensuring clients are well-informed and engaged. Issue Resolution: Troubleshoot and resolve client concerns related to event participation, products, or services promptly and effectively. Record Management: Maintain detailed records of client interactions to improve services and satisfaction while ensuring data accuracy. Team Collaboration: Partner with marketing and event teams to deliver consistent and high-quality client support throughout all campaigns. Compliance: Uphold company standards for communication and client service, ensuring professionalism and excellence in all interactions. Requirements Strong Communication Skills: Exceptional verbal and written communication abilities to engage effectively with clients and colleagues. Customer-Centric Mindset: A proactive, problem-solving approach to address client needs and ensure satisfaction. Multitasking Ability: Capable of managing multiple priorities in a busy, event-driven environment. Education: High school diploma or equivalent required; certifications in customer service, client relations, or event marketing are a plus. Benefits Competitive Compensation: Receive a competitive starting salary with performance-based bonuses and incentives. Career Growth: Enjoy opportunities for professional development and advancement within our growing company. Team-Oriented Environment: Be part of a supportive and collaborative workplace that values your contributions and encourages growth. #J-18808-Ljbffr

Associate Client Account Manager-Hybrid

Cass Information Systems Columbus, OH

POSITION TITLE: Associate Client Account Manager DIVISION: Transportation Information Services or Expense Management – Utilities REPORTS TO: Manager, Client Support or Supervisor, Client Support or Manager, Client Relations FUNCTION: The Associate Client Account Manager is responsible for overall management of assigned mid-tier client accounts by taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client’s and Cass’s business through system enhancements, process improvements, and training to facilitate the client’s full utilization of Cass services and products. This position will also perform client account representative duties of assigned accounts by supporting the daily activities related to processing and providing clear direction to all internal staff concerning client processes. This position also offers guidance to client account representatives regarding day-to-day client needs and inquiries. PRINCIPAL RESPONSIBILITIES AND DUTIES: Independently manages all service activities with mid-tier customers and communicates verbally and in writing such that an authoritative relationship is developed. Possesses a thorough understanding of all services and tools that Cass provides for communication and demonstration to our customers and makes recommendations to improve process efficiency and quality. Independently processes and responds to internal and client questions, processing issues, and other requests according to company defined procedures. Demonstrates the ability to coordinate the assignment and management of customer priorities. Thoroughly analyzes issues and requests including technical changes to processing systems and clearly communicates solutions to customers. Ensures application of best practices through consistent evaluation of key metrics, independently driving process improvement efforts to advance account standing. Creates and maintains a detailed project log to track system enhancements and account related process improvement activities. Ensures the successful delivery of new solutions according to customer needs and objectives. Keeps leadership, appropriate internal resources, and customers informed of significant issues on a timely basis. Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management. Shares knowledge of duties and clients with fellow employees and helps train and mentor fellow employees. Performs account representative duties by responding to internal and client questions, ensuring resolution of processing issues, and other requests related to assigned accounts. May support certain assigned accounts in conjunction with Business Process Outsourcing (BPO) resources. Other duties as assigned. KNOWLEDGE AND MINIMUM REQUIREMENTS: Strong, well-developed interpersonal skills to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client’s organization. A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client’s operational and data processing systems, etc., to meet client needs in a way mutually beneficial to both client and Cass. Well-developed organizational skills with consistent time management to handle multiple tasks simultaneously. Proficient in Microsoft Office suite with focus on Excel (pivot tables/Vlookups). General SQL knowledge may be required for TIS division. A strong ability to communicate effectively, both written and verbally at all levels. Ability to travel up to 15%. A technical level of knowledge normally acquired through completion of a bachelor’s degree in business administration, data processing or related area or an equivalent combination of education and experience. 2-4 years of customer relations experience in a technical or business service environment, including 1-2 years of account management experience preferably with dedicated accounts. APPLICATION PROCESS: Please apply directly to this position via the “Apply” button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process. ABOUT OUR COMPANY: Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. More information is available at www.cassinfo.com . Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they #J-18808-Ljbffr

Immediate Start

Associate Client Account Manager-Hybrid

Cass Information Systems, Inc. Columbus, OH

POSITION TITLE: Associate Client Account Manager DIVISION: Transportation Information Services or Expense Management – Utilities REPORTS TO: Manager, Client Support or Supervisor, Client Support or Manager, Client Relations FUNCTION: The Associate Client Account Manager is responsible for overall management of assigned mid-tier client accounts by taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client’s and Cass’s business through system enhancements, process improvements, and training to facilitate the client’s full utilization of Cass services and products. This position will also perform client account representative duties of assigned accounts by supporting the daily activities related to processing and provides clear direction to all internal staff concerning client processes. This position also offers guidance to client account representatives regarding day-to-day client needs and inquiries. PRINCIPAL RESPONSIBILITIES AND DUTIES: Independently manages all service activities with mid-tier customers and communicates verbally and in writing such that an authoritative relationship is developed. Possesses a thorough understanding of all services and tools that Cass provides for communication and demonstration to our customers and makes recommendations to improve process efficiency and quality. Independently processes and responds to internal and client questions, processing issues, and other requests according to company defined procedures. Demonstrates the ability to coordinate the assignment and management of customer priorities. Thoroughly analyzes issues and requests including technical changes to processing systems and clearly communicates solutions to customers. Ensures application of best practices through consistent evaluation of key metrics, independently driving process improvement efforts to advance account standing. Creates and maintains a detailed project log to track system enhancements and account related process improvement activities. Ensures the successful delivery of new solutions according to customer needs and objectives. Keeps leadership, appropriate internal resources, and customers informed of significant issues on a timely basis. Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management. Shares knowledge of duties and clients with fellow employees. Helps train and mentor fellow employees. Performs account representative duties by responding to internal and client questions, ensuring resolution of processing issues, and other requests related to assigned accounts. May support certain assigned accounts in conjunction with Business Process Outsourcing (BPO) resources. Other duties as assigned. KNOWLEDGE AND MINIMUM REQUIREMENTS: Strong, well-developed interpersonal skills to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client’s organization. A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client’s operational and data processing systems, etc., to meet client needs in a way mutually beneficial to both client and Cass. Well-developed organizational skills with consistent time management to handle multiple tasks simultaneously. Proficient in Microsoft Office suite with focus on Excel (pivot tables/Vlookups). General SQL knowledge may be required for TIS division. A strong ability to communicate effectively, both written and verbally at all levels. Ability to travel up to 15%. A technical level of knowledge normally acquired through completion of a bachelor’s degree in business administration, data processing or related area or an equivalent combination of education and experience. 2-4 years of customer relations experience in a technical or business service environment, including 1-2 years of account management experience preferably with dedicated accounts. APPLICATION PROCESS: Please apply directly to this position via the “Apply” button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process. ABOUT OUR COMPANY: Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. More information is available at www.cassinfo.com. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities #J-18808-Ljbffr

Guest Services Associate

Four Points Colombus-Polaris Columbus, OH

Benefits: 401(k) Dental insurance Employee discounts Health insurance Paid time off Vision insurance Company Overview We provide the best in hospitality - to our employees and our guests. We offer seasonal work and full-time careers; flexible schedules and steady employment; extra cash or career growth. We hire friendly employees who provide quality service. Job Summary Fast, fun, and friendly are the main characteristics of this position. Checking in guests during peak hours, showing that classic “customer service” smile, and always having fun with this awesome team is what we want from you. We want to help answer guest questions and make their stay as enjoyable as we possibly can. If you are a people kind of person, then we want you for this position. These are 8 hour shifts that range from 7am-3pm, 3pm-11pm, and 11pm-7am. Responsibilities: Ensure that all guests are being treated in an efficient and courteous manner and that all standards are being applied by all staff members. Address all guest concerns and ensure follow up is complete. Assist in the daily maintenance of room inventory status to achieve optimal levels of revenue while maintaining high levels of guest expectations. Supervise the activities and the service levels of the bell staff to ensure that the arrival, departures and all other guest contact are conducted in an efficient and friendly manner. Qualifications: Highly organized. Must possess a thorough knowledge of guest service and satisfaction. Requires good communication skills, both verbal and written. Most tasks are performed in a team environment with the employee acting as a team leader. Must possess basic computational ability. Must possess basic computer skills. Benefits/Perks: Medical, Dental, and Vision options for full-time employees. Paid time off and 401(k) for full-time employees. All employees get discounts on hotels across the country! Get franchise rates at all hotels within the same brand plus discounts on other hotels managed by ZMC Hotels. Regular opportunities for bonuses. $250 referral bonus for you and a referred associate. DailyPay: access to your already earned wages before payday. Opportunities for upward mobility and growth within the company. #J-18808-Ljbffr

Remote Client Success Associate (Entry Level) | WFH

Get It - Executive Columbus, OH

Job Overview Join our dynamic and innovative organization as a Client Success Associate, where you will play a pivotal role in enhancing client satisfaction and contributing to our business success. This entry-level position is designed for individuals passionate about fostering exceptional client experiences in a fast-paced remote work environment. Key Responsibilities Cultivate and sustain robust relationships with clients to ensure their ongoing satisfaction. Guarantee the timely and effective delivery of tailored solutions that address specific client needs. Communicate progress on initiatives clearly to both internal and external stakeholders. Collaborate with the sales team to identify and pursue growth opportunities. Address client concerns or escalations with a proactive and solutions-oriented mindset. Support administrative and operational tasks such as data management and scheduling. Required Skills Demonstrated experience in managing client relationships, preferably in client success, hospitality, or sales. Exceptional communication and interpersonal skills, with a focus on building trust and rapport. Strong organizational capabilities, adept at handling multiple priorities in a fast-paced environment. Empathy and a solutions-driven attitude towards client needs. Critical thinking skills to devise proactive solutions to challenges. Qualifications Proven experience in client relationship management is preferred. Strong communication and organizational abilities. Ability to effectively manage multiple tasks and responsibilities. Career Growth Opportunities We are committed to the professional development of our team members. As a Client Success Associate, you will have access to various opportunities for growth and advancement within the organization, working across diverse industries. Company Culture And Values Our company prides itself on a supportive and people-oriented culture. We value personal connections and ensure that each team member feels valued and engaged within an environment that encourages continuous improvement and celebrates successes. Networking And Professional Opportunities By joining our team, you will not only contribute to meaningful client relationships but also gain access to a network of professionals who are dedicated to excellence and innovation in client success. We encourage collaboration and skill development among our team members. If you are eager to make a positive impact and build lasting relationships, we invite you to apply and embark on a rewarding career with a team that truly values your contributions. Employment Type: Full-Time #J-18808-Ljbffr

Private Client Services Account Manager

Marsh LLC Columbus, GA

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to the Columbus office to be considered for this role and have the ability to commute to the office. A day in the life. As a Private Client Services Account Manager you will: Be responsible for all steps in the processing of: Evidence of Property/Binders/ ID cards Invoicing/Accounting Endorsements Applications Electronic file maintenance Account rounding Effectively assisting clients with coverage issues and changes Limited new business sales Manage the marketing process Follow up and handle aged receivables Verbal and written correspondence with clients, carriers, and mortgage companies Our future colleague. We’d love to meet you if your professional track record includes these skills: 4+ years of personal lines insurance experience Excellent organizational skills Proven customer service and relations Able to research and analyze problems independently Must have excellent written and verbal communication skills Multi-tasked and detail oriented Proficient with Microsoft Word and Excel, Outlook Able to self-check for accuracy Must learn the Agency Management System and Imaging System Must have Property & Casualty resident agents license or obtain within 90 days We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability Generous paid time off programs Employee assistance program (EAP) Volunteer paid time off (VTO) Career mobility Employee networking groups Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/ Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE

Tax Manager - Financial Services - Private Client Services

EY Columbus, OH

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. This position could be located in IL (primary), NY, NJ, MA, FL. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! The opportunity Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in your career. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. Your key responsibilities Depending on your unique skills and ambitions, you could be managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Skills and attributes for success · Researching tax issues to develop effective tax planning strategies · Open to all types of tax work from entity to individual · Translating complex data from a range of sources into client-ready insights and deliverables · Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service · Communicating complex tax issues to non-tax professionals and clients · Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge · Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel · Identifying and reacting to risks and opportunities to improve our services and processes To qualify for the role you must have · A bachelor's degree in a related field, supported by significant tax, business or financial planning experience · A CPA certification or membership in The Bar · Minimum of 5 years of work experience in professional services or professional tax organization · A thorough understanding of estate and wealth planning · Experience with federal and state personal and trust taxation · Experience with flow through entities (S-Corps, Partnerships, LLC’s) · Experience with C-Corps including income tax provisions and consolidated federal and state tax returns · Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds · A thorough understanding of automated tax processing systems · A commitment to continuing your learning · Willingness to travel as needed, and working in a balanced hybrid environment Ideally, you’ll also have · A proven record in tax planning for owners and families · A proven record in a professional services environment · Experience in coaching and mentoring junior colleagues · Strong analytical skills and attention to detail · The ability to adapt your work style to work with both internal and client team members What we look for We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from C-Suite executives to owners and their families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $105,400 to $193,200. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $126,400 to $219,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. EY accepts applications for this position on an on-going basis. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For those living in California, please click here for additional information. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.  EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at [email protected]

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Tax Manager - Private Client Services

Jobot Columbus, OH

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details REMOTE This Jobot Job is hosted by Davis Greinke Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $160,000 - $200,000 per year A Bit About Us As an IPA top 100 firm, we are seeking to expand our team by welcoming remote talent. We offer competitive pay and flexible working hours, with an average workload of 50-55 hours during the busy season. We're a multi-disciplinary firm that offers accounting, tax, and advisory services. With over 60 years of experience, we provide industry-specific expertise, comprehensive service offerings, and client-centric results. Our firm is consistently recognized as a "Best Places to Work" for our commitment to compensation, paid time off, work-life balance, culture and more. We're excited to offer summer hours condensed work week Monday through Thursday with an early close on Friday. Why join us? Remote Option Competitive Pay! Great Company Culture Flexible Hours + schedule! Group health insurance, 100% cost of individual coverage paid by firm Job Details Seeking an experienced Senior Tax Manager to focus on business tax services. This principal-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess a deep knowledge of federal and state taxation. Your role will focus on your technical expertise and your ability to deliver excellent quality client service... Manage and grow a portfolio of business clients, primarily S corporations and partnerships. Plan, execute, and deliver innovative federal and state tax planning, consulting and compliance expertise to clients. Experience Requirements CPA certification required with 6+ years tax experience Expertise in S corporations and partnerships, including partnership capital account maintenance and allocations Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research Ability to attract and develop profitable, sustainable client relationships A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!