Top 5371 Client services Jobs in Mayfield Heights, Oh

Client Services & Reception Coordinator
Creekside Financial Advisors —Pepper Pike, OH
- $21.50 - $22.00 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- 401(k)
- Paid time off
Quick Apply
8d
Client Relations Specialist
Tremco CPG Inc. —Beachwood, OH
- $56,000 - $66,000 a year
- Full-time
- High school diploma or GED
- Product management
- 1 year
- Paid holidays
- Health insurance
Engagement Coordinator
LIFELONG LEARNING ADMINSTRATION CORPORATION —Cleveland, OH
- $70,304 - $87,344 a year
- Weekends as needed
- School experience
- Microsoft Outlook
- Up to 50% travel
Client Services Associate
RH —Cleveland, OH
- $28 - $32 an hour
- Full-time
- Office
- Communication skills
- Entry level
Quick Apply
Operations Associate - Part Time
Sephora —Beachwood, OH
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Inventory Associate - Pinecrest
Aritzia —Cleveland, OH
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Style Advisor - Pinecrest
Aritzia —Cleveland, OH
- $20 - $30 an hour
- Part-time
- Entry level
- Retail sales
Board Certified Behavior Analyst (BCBA) Full Time
Adept ABA —Cleveland, OH
- $86,000 - $125,000 a year
- Choose your own hours
- Background check
- Experience working with individuals with developmental disabilities
- Applied behavior analysis
- Continuing education credits
- Mileage reimbursement
Quick Apply
Legal Collections Attorney
Tiffany & Bosco, PA —Solon, OH
- Full-time
- Background check
- Writing skills
- Pass drug screening
- Disability insurance
- Health insurance
Quick Apply
Full-Time Registered Nurse (RN Home Health, Russian-Speaking, West Side)
Confidential —Parma, OH
- Full-time
- RN License
- No experience needed
- English
- Health insurance
- Dental insurance
Quick Apply
14d
Trust and Estate Planning Attorney
GPac —Cleveland, OH
- $125,000 - $200,000 a year
- Full-time
- 3 years
- Analysis skills
- Senior level
Quick Apply
4d
Personal Trainer and Coach
Crunch Fitness - Fit Fusion —Willoughby, OH
- Up to $45 an hour
- Part-time
- CPR Certification
- Mid-level
- In-person
- Employee discount
- Professional development assistance
Quick Apply
Associate Veterinarian
Tempus Veterinary Recruitment —Strongsville, OH
- $130,000 - $170,000 a year
- Full-time
- Mid-level
- Patient care
- US work authorization
- Paid parental leave
- AD&D insurance
Quick Apply
8d
Class A and Flatbed and Drayage
Thomas Transport —Macedonia, OH
- $26 - $27 an hour
- Full-time
- Hazmat Endorsement
- Local
- CDL A
- Paid training
- Health insurance
Quick Apply
Clinical Supervisor
Murtis Taylor Human Services System —Cleveland, OH
- $58,000 - $65,000 a year
- Weekends as needed
- LMFT
- Nursing
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Licensed Therapist - Inpatient - $5,000 Sign-On Bonus!
Windsor Laurelwood Center for Behavioral Medicine —Willoughby, OH
- Full-time
- Master of Social Work
- Adults
- Inpatient
- Health insurance
- Dental insurance
14d
Licensed Electrical Engineer
Cordogan Clark —Cleveland, OH
- $100,000 - $125,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
14d
Life Insurance Associate
Edion Staffing Agency —Cleveland, OH
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
4d
Behavioral Therapist
Murtis Taylor Human Services System —Cleveland, OH
- $53,685.79 - $60,000.00 a year
- Full-time
- Background check
- Psychiatry
- Addiction Medicine
- Health savings account
- Health insurance
Quick Apply
Installation Technician - III
Diversified Fall Protection —Cleveland, OH
- $30 - $35 an hour
- Overtime
- Background check
- Microsoft Outlook
- Heavy lifting
- Disability insurance
- Health insurance
Quick Apply

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client services jobs near mayfield heights, oh

Client Services & Reception Coordinator

Creekside Financial Advisors
Pepper Pike, OH

Quick Apply

Job Details

Full-time
$21.50 - $22.00 an hour
8 days ago

Benefits

401(k)
Paid time off
401(k) matching

Qualifications

Teamwork
Microsoft Excel
Microsoft Outlook
High school diploma or GED
Attention to detail
Time management
Office experience

Full Job Description

About Us

Creekside Financial Advisors, LLC is a boutique financial services firm dedicated to helping individuals and families strive for their financial goals through customized planning and personalized service. We pride ourselves on building long-term relationships with our clients while maintaining a collaborative, family-oriented workplace that values teamwork, professionalism, and exceptional client care.

Position Summary

We are looking for a friendly, organized, and service-oriented professional to join our team as our Client Services & Reception Coordinator. This role serves as the first point of contact for clients while also providing administrative and operational support to our advisors and office staff.

The ideal candidate enjoys interacting with people, thrives in a fast-paced office environment, has exceptional attention to detail, and takes pride in creating an outstanding client experience.

Primary Responsibilities:

Reception & Client Experience

Welcome clients and visitors, ensuring a warm, professional first impression.
Answer and direct incoming phone calls with professionalism and efficiency.
Prepare conference rooms for client meetings, including beverages and meeting materials.
Maintain a clean, organized, and welcoming reception area.
Schedule, confirm, and coordinate client appointments.
Assist with outgoing mail, incoming deliveries, and office correspondence.
Maintain office supplies and hospitality inventory.

Administrative & Advisor Support

Enter and maintain accurate client information within the CRM system.
Assist advisors with routine client service requests and administrative paperwork.
Prepare meeting packets and supporting documents for client review meetings.
Generate reports using financial planning and portfolio management software.
Process basic account maintenance requests and follow established procedures.
Communicate with our broker-dealer and custodians regarding service requests.
Support office projects and administrative initiatives as needed.
Assist with special events, client appreciation events, and other office activities.

We're Looking For Someone Who Is

Personable and genuinely enjoys helping people
Highly organized and dependable
Comfortable multitasking in a busy office
Detail-oriented and accurate
Professional in both appearance and communication
Positive, collaborative, and team-focused
Adaptable and eager to learn

Qualifications

Required

High school diploma or equivalent
Excellent customer service and communication skills
Strong organizational and time management abilities
Proficiency in Microsoft Office (Outlook, Word, Excel)
Ability to learn new technology and software quickly
Ability to pass employment, FBI, BCI, and fingerprint background checks

Preferred

Experience working in a professional office environment
Experience in financial services, banking, insurance, or other professional services is a plus
Familiarity with CRM software (Redtail experience is a plus)

Benefits

401(k) with employer match
Paid vacation and sick time

Schedule

Full-Time

Monday–Friday

9 AM – 5:00 PM

Work Location: In person – Pepper Pike

Pay: $21.50 - $22.00 per hour

Benefits:

401(k)
401(k) matching
Paid time off

Education:

High school or equivalent (Required)

Ability to Commute:

Pepper Pike, OH 44124 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in mayfield heights, oh

Client Services & Reception Coordinator

Client Relations Specialist

Engagement Coordinator

Client Services Associate

Operations Associate - Part Time

Inventory Associate - Pinecrest

Style Advisor - Pinecrest

Board Certified Behavior Analyst (BCBA) Full Time

Legal Collections Attorney

Full-Time Registered Nurse (RN Home Health, Russian-Speaking, West Side)

Trust and Estate Planning Attorney

Personal Trainer and Coach

Associate Veterinarian

Class A and Flatbed and Drayage

Clinical Supervisor

Licensed Therapist - Inpatient - $5,000 Sign-On Bonus!

Licensed Electrical Engineer

Life Insurance Associate

Behavioral Therapist

Installation Technician - III

I want to receive the latest job alert for client services in mayfield heights, oh

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