Top 847 Finance partner Jobs in Cleveland Oh

Operations Specialist
Stratos Wealth Partners —Beachwood, OH
- $60,000 - $62,500 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
Finance Manager
Ganley Buick GMC of Strongsville —Strongsville, OH
- $150,000 - $240,000 a year
- Email
- 18 years or older
- Clean driving record
- Dealership
- Paid training
- Paid holidays
Quick Apply
1d
Cost Accountant
Avtron Power Solutions —Cleveland, OH
- $95,000 - $110,000 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
3d
Senior Corporate Accountant
Brook + Whittle —Cleveland, OH
- Hybrid work
- Microsoft Excel
- CPA
- Data analysis skills
- Opportunities for advancement
Strategy & Planning Advisor - Enterprise Change Office
PNC Financial Services Group —Cleveland, OH
- $65,000 - $132,250 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Customer Service Representative- Operations
Sherwin-Williams —Cleveland, OH
- $56,743 - $70,367 a year
- Full-time
- Inventory management
- Office
- High school diploma or GED
11d
Client Relationship Specialist, KEF
KeyBank National Association —Cleveland, OH
- $71,000 - $125,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Bachelor's degree
Data Analyst Senior or Lead
Progressive —Mayfield Village, OH
- $81,400 - $131,200 a year
- Hybrid work
- 5 years
- Data analysis skills
- Office
- Health savings account
- Disability insurance
12d
Business Analytics Sr Assoc
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
Sr. Business Analytics (GIS)
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Finance
Data & BI Senior Associate
KeyBank National Association —Brooklyn, OH
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Financial Data Analyst
New Vista Behavioral Health —Cleveland, OH
- $60,000 - $80,000 a year
- HIPAA
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
Quantitative Credit Data Analyst
KeyBank National Association —Cleveland, OH
- $71,000 - $125,000 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
11d
Project Accounting Senior Analyst - Engineering Finance
Eaton —Beachwood, OH
- $86,000 - $126,000 a year
- Hybrid work
- Background check
- Oracle
- Mid-level
- Retirement plan
Accountant
Formerra LLC —Cleveland, OH
- Mid-level
- Office
- Finance
11d
VICE PRESIDENT, FINANCE & CONTROLLER
Palco —Cleveland, OH
- Full-time
- Remote
- 7 years
- CPA
- Supervising experience
- Paid training
- AD&D insurance
Finance Analyst- Supply Chain
Nestlé USA —Solon, OH
- Mid-level
- Office
- 3 years
3d
Executive Assistant III - Controllership
KeyBank National Association —Brooklyn, OH
- $30.29 - $46.15 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
Global Capability Center Multi-Function Lead
Accenture —Cleveland, OH
- $87,400 - $253,000 a year
- Full-time
- Up to 50% travel
- Sales
- Analysis skills
- Paid holidays
- Disability insurance
11d
Junior Financial Analyst
CrossCountry Mortgage, LLC —Cleveland, OH
- Full-time
- Office
- Finance
- Analysis skills
- Wellness program
- Disability insurance
12d

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finance partner jobs near cleveland oh

Operations Specialist

Stratos Wealth Partners -
Beachwood, OH

Apply Now

Job Details

Full-time
$60,000 - $62,500 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial services customer support
Bachelor's degree
Attention to detail
Client services
Industry knowledge of financial regulations
Organizational skills
Business Administration
Productivity software
Experience practicing in the securities industry

Full Job Description

Operations Specialist

Job Description:

The Operations Specialist will report directly to the Director of Operations.

The Operations Specialist is responsible for providing a wide range of administrative and client support services. They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely. The Operations Specialist also works closely with various departments within Stratos. The Operations Specialist also plays a key role in risk management, identifying items that require urgent attention, and ensuring items are responded to timely.

Job Responsibilities

· Provide client service to our Stratos financial advisors and asset management partners.

· Work with multiple custodians to facilitate any operational functions such as new account opening, transfers, money movements, etc.

· Serve as a subject matter expert on all custodial platforms

· Service Insurance & Annuity related requests assigned to the House Brokerage Program

· Display problem solving abilities and facilitate any escalations necessary with the various custodians.

· Serve as an internal resource for account servicing, custodian-related inquiries, and the House Brokerage Program.

· Identify and resolve client issues promptly.

· Provide resolution to complex issues.

· Assist with the licensed and non-licensed onboarding of advisors and their staff.

· Contribute to the development and implementation of new processes and procedures.

· Stay up to date on industry knowledge and best practices.

· Build and maintain positive relationships with clients and colleagues.

· Work independently and as part of a team.

· Meet deadlines and maintain strong attention to detail.

· Provide front desk coverage as needed.

Job Requirements:

· Bachelor’s degree in business administration, finance, or related field.

· FINRA Series 7 and 66 preferred

· 2+ years of experience in client service or a related field.

· Strong understanding of financial services terminology and regulations.

· Proficient in Microsoft Office Suite and other relevant software.

· Excellent communication, interpersonal, and organizational skills.

· Detail-oriented and able to multitask.

· Ability to work independently and take initiative.

· Positive and enthusiastic attitude.

· Commitment to providing excellent customer service.

· Ability to work in a fast-paced environment.

· 2+ Years of RIA industry experience (preferably with a large RIA).

· Familiarity with LPL, Fidelity and/or Charles Schwab a plus.

· CRM experience preferred (Salesforce Experience is a plus)

Pay: $60,000.00 - $62,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Beachwood, OH 44122

Apply Now

Refine Your Search

finance partner jobs in cleveland oh

Operations Specialist

Finance Manager

Cost Accountant

Senior Corporate Accountant

Strategy & Planning Advisor - Enterprise Change Office

Customer Service Representative- Operations

Client Relationship Specialist, KEF

Data Analyst Senior or Lead

Business Analytics Sr Assoc

Sr. Business Analytics (GIS)

Data & BI Senior Associate

Financial Data Analyst

Quantitative Credit Data Analyst

Project Accounting Senior Analyst - Engineering Finance

Accountant

VICE PRESIDENT, FINANCE & CONTROLLER

Finance Analyst- Supply Chain

Executive Assistant III - Controllership

Global Capability Center Multi-Function Lead

Junior Financial Analyst

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