71 Customer Service Manager jobs in Cleveland

Location: Downtown ClevelandWork Arrangement: Mostly on-site. Remote option available on FridaysDue to growth, this is a new addition to a great team. In this role, you will provide comprehensive administrative financial support, primarily focusing on the billing processes within a professional services environment. Your contribution will be vital in ensuring efficient financial operations and client satisfaction.Key Responsibilities:Review and activate client accounts, ensuring all New Account Memoranda are complete and accurate.Prepare, review, and edit pre-bills for billing attorneys, ensuring accuracy and compliance with billing instructions.Coordinate multiple billing memoranda for the preparation of combined invoices.Draft and format client bills and e-bills, incorporating attorney edits and approvals.Investigate and resolve client inquiries related to billing, collaborating with billing partners as needed.Enter and update information in the accounting system, ensuring all transactions are recorded accurately.Present finalized bills to clients upon request from supervising attorneys.Communicate with clients regarding overdue bills or billing concerns, as directed by supervising attorneys.Utilize the firm's accounting system and other technical resources to enhance efficiency.Manage electronic documents for seamless retrieval and support the finance team in overflow and coverage tasks.Qualifications:Associate's Degree or equivalent from a two-year college or technical school.1-3 years of related experience in a professional services environment; experience in a law firm is advantageous.Proficient in a recognized accounting system and Microsoft Office products, particularly Excel and Word.Experience with legal accounting/billing software is highly desirable.Excellent customer service and communication skills.Ability to prioritize tasks, plan activities efficiently, and manage time effectively.If you are a proactive and organized individual with a keen eye for detail and a passion for client service, we invite you to apply for this opportunity. Join us in delivering exceptional financial support and contributing to our team's success.

Job Title: Client Services SpecialistJob ID: 904Location: 4900 Tiedeman Brooklyn, OH 44144Work mode: 3 Days onsite a week (Hybrid)Duration: 6 MonthsMax pay rate $20.50/hr 3 days in the office required 4900 Tiedeman Brooklyn, OH 44144GENERAL SUMMARY AND PURPOSE:The purpose of this position is to support client's Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems.ESSENTIAL JOB FUNCTIONS •Set-up of KeyLink and Wealth Portal access for clients.Set-up Payweb and Stellar access for clients.Set-up Wealth Direction access for clients and trouble shoot when necessary.Advent/Data Aggregators/Insignis MSCI set up requests.Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding.Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve.Log Service Now tickets on system issues.Process daily IBX and OBI reports.Process monthly Wealth Portal Reports.Send out Weekly Communications, including critical technology platform alerts.Manage and update SharePoint site.General first line of support for Wealth internal users.General maintenance and system messaging.Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff.Establish and maintain strong working relationships with LOB and Operations staff.Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate.Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend.Testing.Conduct extensive research and problem resolution. Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction.MARGINAL OR PERIPHERAL FUNCTIONS •Backup other team members •Special projects as neededREQUIRED QUALIFICATIONS •Undergraduate degree in a business or technology related field, extensive experience may be •substituted.Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation.Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations.Must have a client first attitude and possess sense of urgency for problem resolution. •Excellent analytical and problem-solving skills.Strong written and oral communication skills.Above average PC skills including MS Excel, Word, and PowerPoint.PREFERRED QUALIFICATIONS •Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction.COMPETENCIES/SKILLS •Is dedicated to meeting the expectations and requirements of internal and external customers. •Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network.Knowledgeable in current and future policies, practices, and trends in the investment management business.Integrity and trustExhibits great attention to detail.Ability to work independently and in larger team-based environments.

Location: Brooklyn, OH 44144 Duration: 6 Months Contract with Possible Extension Rate: $20.50/Hour Hybrid Schedule: 3 Days in the Office Required

Summary And Purpose: The purpose of this position is to support Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, and processes of the Wealth Management business.

Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our employees in North America and Europe work to provide Flexjet aircraft Owners with the finest experience in premium private jet travel.

The Client Services Associate will work two-fold with external customers and internal colleagues to provide information as it relates to customers contracts and invoices. Will work to ensure timeliness of billing/receivables, accuracy of administering contract terms as well as any potential non-payment/collections issues that may arise. This position manages inquiries from clients and ensures they are addressed timely and accurately. The role will support many other departments in the organization as needed to resolve any customer concerns.

Respond to internal colleagues providing details and data regarding client contract information

Review and communicate to client requests and questions in regard to their unique contracts and client bills

Demonstrated ability to think strategically, identify and solve difficult business problems

Ability to gather and analyze data and draw logical conclusions

Executing daily/weekly/monthly billing cycle activities including invoice processing, utilization reports, revisions, quality assurance checks to ensure compliance with client's contracted agreement

Responsible for collections of unpaid receivables as needed

Partner with Management to resolve client issues

Follow all internal controls and processes while assisting in month-end and other periodic close reconciliations

Review monthly reports, collections and variance reports collaborating with finance to take necessary action for correction

Assist with training and mentorship of new team members

Account management of top tier clients, high risk clients

Additional support and quality checks for key accounts and new program roll outs

System Expert / IT Testing Support

Perform other related duties and responsibilities as assigned by Manager.

Bachelor's/Associate's degree in related field and preferred experience in accounting, accounts receivable, or a combination of education and experience.

2-3 years of customer service experience in a high-end service industry

Strong computer and software skills, including Microsoft Office Suite Applications (Excel, Outlook, etc.)

Strong documentation skills

Working proficiency with Oracle suite is preferred.

Must possess the legal ability to work in the United States

Ability to interface successfully with all levels of professionals and company leadership

Works effectively and cooperatively with others; establishing and maintaining good working relationships

Desire to work in an autonomous role knowing all the while among a strong supportive team of colleagues and management

Ability to respond calmly, and handle customer demands

Keeps up with current developments and trends in areas of expertise

Good problem-solving skills

Ability to work both independently and in a team environment

System oriented

Deadline driven

Organized

Our Client, a Banking company, is looking for a Client Services Specialist for their Brooklyn, OH/Hybrid location. Responsibilities: Set-up of KeyLink and Wealth Portal access for clients. Set-up Payweb and Stellar access for clients. Set-up Wealth Direction access for clients and trouble shoot when necessary. Advent/Data Aggregators/Insignis MSCI set up requests. Verify correct coding in KeyLink to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve. Log Service Now tickets on system issues. Process daily IBX and OBI reports. Process monthly Wealth Portal Reports. Send out Weekly Communications, including critical technology platform alerts. Manage and update SharePoint site. General first line of support for Wealth internal users. General maintenance and system messaging. Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Establish and maintain strong working relationships with LOB and Operations staff. Participate in committees and assist in testing and implementation for KeyLink and other systems as appropriate. Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend. Testing. Conduct extensive research and problem resolution. Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, KeyLink, Wealth Portal and Wealth direction. Backup other team members • Special projects as needed Requirements: Undergraduate degree in a business or technology related field, extensive experience may be •substituted. Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation. Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations. Must have a client first attitude and possess sense of urgency for problem resolution. • Excellent analytical and problem-solving skills. Strong written and oral communication skills. Above average PC skills including MS Excel, Word, and PowerPoint. Experience with KeyLink (Global Office), Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction. Is dedicated to meeting the expectations and requirements of internal and external customers. •Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network. Knowledgeable in current and future policies, practices, and trends in the investment management business. Integrity and trust Exhibits great attention to detail. Ability to work independently and in larger team-based environments. Why Should You Apply? Health Benefits Referral Program Excellent growth and advancement opportunities As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.

As a Client Services Associate, you'll be the go-to person for financial advisors on our insurance sales team. With 2-3 years of experience in client service, para-planning, or sales, you'll play an important role in case design, handling inquiries, and providing top-notch service. If you're passionate about finance and want to grow in the industry, we're looking for someone like you.What You'll Do:•Partner with advisors to create annuity case designs using the Bucket Plan Best Interest framework.•Handle the team inbox and call queue, responding to requests quickly and efficiently (we live by the "sundown" rule!).•Log all advisor interactions into our CRM and ensure follow-ups are timely and accurate.•Stay on top of insurance products and industry trends to provide valuable insights.•Gather client info and collaborate with senior team members to resolve challenges and improve service.•Spot new business opportunities and escalate them when necessary.•Take part in training and development to sharpen your skills and grow in the financial services world.•Work with a fun, dynamic team to solve problems and create better experiences for our clients and advisors.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: Required Skills & Experience•2-3 years of experience in client services, para-planning, or sales (life insurance sales experience is a bonus!).•A Bachelor's degree (or equivalent experience).•Strong communication, organizational, and problem-solving skills.•Ability to thrive in a fast-paced environment and juggle multiple tasks.•A passion for growth and a drive to succeed in the financial services field.•Attention to detail with experience using CRM systems. Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

Arhaus was founded in 1986 on a simple idea: Furniture and décor should be sustainably sourced, lovingly made, and built to last. Today, we partner with artisans around the world who share our vision, creating beautiful, heirloom-quality pieces that can be used-and loved-for generations.Title:Client Services Representative - Level 1Location:Onsite - Corporate Office South Building / Boston Heights, OHReports To:Client Services Lead - Level 4Description:As the voice of Arhaus, Client Services Representatives provide spectacular service by handling real-time calls from clients nationwide. This role also involves case management, ensuring that each client's needs are met with the highest level of care and efficiency. Ideal candidates are compassionate, enthusiastic, solutions-oriented, and committed to outstanding service.Daily Responsibilities:Essential Duties & Responsibilities:Gathering Information: Manage client cases, ensuring prompt and effective resolution of issues.Communication: Ability to prove written/verbal communication. Explain the next steps of the process to the customer.Listening & Reading: Listen to voicemails and read incoming emails from customers to update their information with their inquiries.Handling Calls: Receive calls on warranty and product issues, create new cases, and set expectations on the next steps.Updating Information: Update customers' information and address their inquiries from voicemails and emails.Outbound Calls: Make outbound calls to customers to obtain information needed to file an initial case or to advance a current case to the next steps for processing.Flexibility: Please note roles and responsibilities can change based on business needs.Quality: Maintain detailed and accurate records of client interactions and case progress.Goals: Meet and exceed Contact Center KPIs, including Average handle time, Call per hour, service level, schedule adherence. and quality assuranceCompensation:•Hourly rate: $20.00, paid bi-weekly.•Eligible for Client Services Monthly BonusSchedule: •Standard Hours: Based on availability, there are 2 shifts to choose from: 10:30am to 7:00pm and 11:30am-8pm.•Rotating Saturdays: With a day off during the work week. If you work every Saturday, you will receive a fixed/static day off during the week.•Overtime: Ability to work overtime based on business needs.Requirements:•Education: High School diploma or equivalent.•Experience: Preferred: At least 6 months in a customer service-focused or case management environment (e.g., call center, retail, hospitality, food/beverage).•Culture: Compassionate and enthusiastic, with a strong commitment to spectacular service.Day to Day:•Ability to multi-task in a fast-paced environment, balancing multiple client interactions and case management tasks.•Provide solutions and excellent problem-solving skills.Skills Required:•Proficiency in computer systems with minimal assistance (Microsoft Suite preferred).•Excellent communication, problem-solving, and follow-up skills.•Ability to thrive in a fast-paced setting with strong prioritization skills and a high sense of urgency.•Capable of tackling difficult challenges and finding creative solutions.Arhaus is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Arhaus is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arhaus are based on business needs, job requirements, and individual qualifications, without regard to race, color, sex, sexual orientation, gender identity, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Arhaus will not tolerate discrimination or harassment based on any of these characteristics. Arhaus encourages applicants of all ages. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Genesis10 is seeking a Client Services Specialist. This is a 5-month contract position with a client located in Brooklyn, OH. This role requires 3 days on-site per week. Compensation: $20.50 per hour : The purpose of this position is to support the W.

Job Description: Title: Client Services SpecialistLocation: Hybrid (3 days in the office required & 2 days remote Brooklyn, OH 44144)Duration: 5 months contract (With possible extension) GENERAL SUMMARY AND PURPOSE: The purpose of this position is to support company's Wealth Management business with a focus on the bank's Fiduciary Trust systems. The position will support the people, products, processes and technologies associated to this part of the business. Answer general inquiries. research, coordinate and resolve operational and system issues/problems. ESSENTIAL JOB FUNCTIONS Set-up of proprietary system and Wealth Portal access for clients. Set-up Payweb and Stellar access for clients. Set-up Wealth Direction access for clients and trouble shoot when necessary. Advent/Data Aggregators/Insignis MSCI set up requests. Verify correct coding in proprietary system to determine if certain errors are a result of incorrect coding. If so, facilitate correction of system coding. Research issues to identify problems/issues as they occur (isolated) or global issues and work with appropriate technology partners to resolve. Log Service Now tickets on system issues. Process daily IBX and OBI reports. Process monthly Wealth Portal Reports. Send out Weekly Communications, including critical technology platform alerts. Manage and update SharePoint site. General first line of support for Wealth internal users. General maintenance and system messaging. Communicate orally and in writing with Trust Officers, Portfolio Managers and Associates nationally as well as Trust Operations Managers and staff. Establish and maintain strong working relationships with LOB and Operations staff. Participate in committees and assist in testing and implementation for proprietary system and other systems as appropriate. Participate in upgrade and disaster recovery tests, requires limited off-hours, weekend. Testing. Conduct extensive research and problem resolution. Research the most complex issue's pertaining to each Operational Area in Trust -Statement Preparation, proprietary system, Wealth Portal and Wealth direction. MARGINAL OR PERIPHERAL FUNCTIONS Backup other team members Special projects as needed REQUIRED QUALIFICATIONS Undergraduate degree in a business or technology related field, extensive experience may be substituted. Must demonstrate a working knowledge of mobile space, browsers, systems issues and client navigation. Minimum of three years experience in areas of bank operations, trust administration, wealth management, and/or technology operations. Must have a client first attitude and possess sense of urgency for problem resolution. • Excellent analytical and problem-solving skills. Strong written and oral communication skills. Above average PC skills including MS Excel, Word, and PowerPoint. PREFERRED QUALIFICATIONS Experience with Wealth Portal, Global Plus, IBX Tools, Salesforce, Cognos and Wealth Direction. COMPETENCIES/SKILLS Is dedicated to meeting the expectations and requirements of internal and external customers. Knowledgeable about how organizations function; knows how to get things done both through formal channels and informal network. Knowledgeable in current and future policies, practices, and trends in the investment management business. Integrity and trust Exhibits great attention to detail. Ability to work independently and in larger team-based environments. About US Tech Solutions:US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit .US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.