Client Associate jobs in Toledo, OH
Recently Added Client Associate jobs
Client Service Associate
- Jackson Hewitt - 2362
-
Toledo, OH
FULL_TIME
-
Benefits:
- Company parties
- Employee discounts
- Flexible schedule
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today!
Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!
No matter your work background or experience level, we welcome you to apply!
Perks:- Corporate discount program
- Opportunities for advancement within the organization or as a tax pro
- Tax preparation training
- Continuing tax education
- And More!
What you need:- Strong interpersonal and communication skills
- Experience in a fast-paced retail environment
- Basic computer proficiency and ability to troubleshoot
- Prior customer service or sales experience preferred, but not required
- Willingness to learn and grow in a customer-focused role
If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! - 6 Days Ago
Client support associate
- Jackson Hewitt - DAY
-
Wauseon, OH
FULL_TIME
- Benefits : Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development We are looking for someone who thrives in...
- 1 Month Ago
Client Service Associate
- Jackson Hewitt - 3299
-
Maumee, OH
PART_TIME
- THIS POSITION IS AT OUR WAUSEON, OH LOCATIONAt Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with...
- 1 Month Ago
Client support associate
- Jackson Hewitt - DHI
-
Monroe, MI
FULL_TIME
- Benefits : Bonus based on performance Competitive salary Employee discounts Flexible schedule Opportunity for advancement Signing bonus Training & development We are looking for someone who thrives in...
- 2 Months Ago
Client Service Specialist - Private Client
- Hylant
-
Toledo, OH
FULL_TIME
- The Opportunity: The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while i...
- Just Posted
Client Benefit Specialist
- Unison Health
-
Toledo, OH
FULL_TIME
- Client Benefit Specialist Are you passionate about healthcare and helping others navigate complex benefits systems? Do you have a knack for problem-solving and a commitment to delivering exceptional c...
- 2 Days Ago
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0 Client Associate jobs found in Toledo, OH area
Client Service Associate
- Jackson Hewitt
-
Toledo, OH
- Jackson Hewitt - JobID: 100-146259166 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt,...
- 12/11/2024 12:00:00 AM
Client Service Assistant
- Hylant
-
Toledo, OH
- Description The Opportunity: The Client Service Assistant is responsible for supporting the commercial service team by p...
- 12/11/2024 12:00:00 AM
Customer Service Rep
- Adecco US, Inc.
-
Maumee, OH
- **Adecco** is currently recruiting for a Customer Service Representative in the Maumee, Ohio Area. The Customer Service ...
- 12/11/2024 12:00:00 AM
FT Client Services Associate - Work From Home
- Rubicon Technologies
-
Bowling Green, OH
- [Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / L...
- 12/11/2024 12:00:00 AM
Customer Service Associate
- Cardinal Staffing
-
Perrysburg, OH
- Cardinal Staffing Services, is immediately hiring a Customer Service Associate for a large, well-known client in Perrysb...
- 12/10/2024 12:00:00 AM
Alternative Media Services Coordinator
- Integrated Marketing Solutions, Inc.
-
Monroe, MI
- Job Description Integrated Marketing Solutions (IMS) offers a range of alternative media management and consulting solut...
- 12/10/2024 12:00:00 AM
Customer Service Associate
- Cardinal Staffing Services, Inc
-
Perrysburg, OH
- Job Description Job Description Cardinal Staffing Services, is immediately hiring a Customer Service Associate for a lar...
- 12/8/2024 12:00:00 AM
Enterprise Service Desk Operations Manager
- Frontline Managed Services
-
Maumee, OH
- Description Welcome to Frontline Managed Services® – where innovation, technology, and efficiency converge to redefine t...
- 12/7/2024 12:00:00 AM
About Toledo, Ohio
Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio.
After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$51,454 to $66,369
Toledo, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023