Located in Westlake, OH, this role offers a hybrid schedule post probation. The Marketing/Lead Support Specialist manages lead support, sales activities, and data maintenance. Key tasks include Salesforce liaison, process optimization, and marketing ...
Seeking Investment Processor based in Westlake, OH with hybrid schedule eligibility. Ensure accurate completion of investment paperwork and deliver superior client service. Manage workflow, communicate effectively, and collaborate with various stakeh...
Seeking a Business Development Trainer to provide top-tier technical and financial training for various groups. Collaborate with management to improve operational efficiency while ensuring exceptional client experience. Plan, conduct, evaluate traini...
Seeking a skilled Operations Associate III, Deposits at our Westlake, OH office. Manage complex incoming deposits and transactions in adherence to service requirements. Process bulk dividend files, 401(k) deposits, and resolve banking issues. HS dipl...
As the Senior Product Manager, based in Westlake, OH, you'll lead the digital and service product line strategy. Collaborate with key stakeholders to define product vision and roadmap, ensuring seamless customer experiences. Manage market dynamics, p...
Seeking a Director of Client Services in Westlake, OH to lead operational efficiency improvements, set strategic goals, and enhance customer experience. Requires 10+ years in call center management and a business degree. Proven success in driving cha...
Join our Westlake, OH office with hybrid schedule flexibility. Seeking a Content Marketing Specialist to craft engaging marketing content across various platforms, collaborate with teams, utilize AI tools, implement SEO strategies, maintain brand voi...
The Data Entry/Mailroom Operations Associate ensures accurate and efficient processing of client requests. Researches account info, handles correspondence, and indexes data. Supports team members, resolves issues, and prioritizes urgent tasks. Requir...
Seeking remote Client Service Representative to offer exceptional customer experience in Westlake, OH or Sioux Falls, SD. Assist with transactions, resolve inquiries, and ensure client satisfaction. 1 year customer service experience required. High S...
Join us in Westlake, OH as the Senior Sales Enablement Manager. Lead sales support, enablement assets development, and info distribution. Collaborate with cross-functional teams, manage supervisors, optimize sales processes, and drive growth strategi...
