341 client relationship manager jobs at 161 companies in Ohio
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Client Relationship Manager
Akron or Cincinnati or Indianapolis or Columbus or Kentucky
$65k-$90k/yrFieldFull Time
Mutual of America Financial Group: Provides retirement plans and investment services to various organizations.
Client relationship management experience, comfortable presenting to groups and C-suite, ability to work flexible hours, active Series 6, 63 and SIE and state life & health licenses (or obtain within first year), valid driver\u000fs license.
BHDP: Architecture and design firm providing integrated workplace solutions.
12+ YOE5+ MgmtBachelor’s degree in Architecture or Interior Design; licenses/certifications preferred; 12+ years design/architecture; 5+ years in the market; strong client service, initiative, and project management.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Provide client service and administrative support to financial advisors; execute transactions; manage calendars; strong Microsoft Office and interpersonal skills; willingness to obtain Series licenses.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Kansas City or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Chicago or Cincinnati or Cleveland or Dallas or Las Vegas or Little Rock or Los Angeles or Baltimore or Louisville or Boston or St. Louis or Salt Lake City or San Diego or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Austin or Washington or Miami or Milwaukee or Denver or Nashville or Detroit or New Orleans or Florham Park or New York or Oklahoma City or Fort Worth or Orlando or Greensboro or Philadelphia or Phoenix or Hartford or Pittsburgh or Houston
$123k-$424k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
8+ YOEHigh school diploma and 8 years of sales, marketing, or PwC experience; experience building client relationships, leading projects, mentoring teams, and selling professional services; executive presence and thought leadership.
Cleveland or Leesburg or Chicago or Houston or Columbus or Atlanta
$112k-$250k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOEBachelor's degree and 5+ years industry experience; strong client relationship, sales and investment knowledge; ability to manage and grow a book of business; preferred prior Series 7/63 and wealth management experience.
Trinity Pension Consultants: Third-party administrator for employer-sponsored retirement plans
2+ YOE2+ years client relationship management with qualified retirement plans; strong communication, consultative skills, MS Office proficiency; QKA required or willing to attain; bachelor\u0002s preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Pittsburgh or Maryland or Washington or North Carolina or Louisiana or Kentucky or Kansas or Indiana or Illinois or Georgia or Iowa or Florida or Colorado or California or Delaware or Connecticut or Arkansas or Arizona or Alabama or Alaska or Nevada or Vermont or Tennessee or Idaho or Oklahoma or Hawaii or Mississippi or Utah or New Hampshire or New Mexico or Wyoming or North Dakota or South Dakota or Rhode Island or West Virginia or Montana or Texas or District of Columbia or Ohio or New Jersey or Oregon or South Carolina or Missouri or Virginia or Massachusetts or Nebraska or Minnesota or Michigan or Wisconsin or New York or Maine
OnsiteFull Time
Highmark Health: Provides health insurance and integrated medical care services.
7+ YOE7 years project delivery and client relationship experience; bachelor\u0002s degree in healthcare/business/IT or equivalent; strong project, financial, stakeholder management; PMP preferred.
Grand Rapids or Atlanta or Palm Beach or Chicago or Minneapolis or Cincinnati
OnsiteFull Time
Oxford Financial Group: Provides wealth management and family office services to high-net-worth individuals and institutions.
5+ YOEBachelor's degree required, 5–7 years relevant experience (≥3 years with UHNW clients). Proficiency in Microsoft Outlook/Word/Excel, Salesforce, strong analytical and communication skills. CFP, CPWA, or CPA preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, TimeTracker
Cincinnati or Wisconsin or Illinois or Minnesota or Missouri
$108k-$185k/yrHybridFull Time
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
8+ YOEBachelor's in Business/Finance/Accounting or equivalent, 8+ years commercial banking or B2B business development, proven portfolio growth and credit analysis skills, strong commercial product knowledge and client relationship ability.
Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
3+ YOE3+ years employee benefits experience managing medium accounts; skilled in client relationship management, renewal management, claims and financial analysis, EPIC, and Microsoft Office (Excel/PowerPoint). Bachelor's preferred.
EPIC, Microsoft Office, Microsoft Excel, Microsoft PowerPoint
True North: Delivers outsourced bookkeeping and financial management services to franchises.
Experience in revenue cycle management, accounts receivable and healthcare reimbursement; strong client relationship, analytical, project management, and communication skills; familiarity with Medicaid/VA payer requirements preferred.
Field Relationship Manager-Payments-Vice President
Plano or Atlanta or Tampa or Columbus
FieldFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
8+ YOE8+ years in strategic relationship management or business development, experience with Fortune 500 clients and C-suite engagement, ability to grow revenue and cross-sell, Bachelor's preferred, PayFac/FLS experience preferred.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Manage client service delivery for wealth advisors, proficiency with CRM and workflow tools, strong communication, organizational and problem-solving skills, leadership/mentoring experience.
CRM systems, workflow management tools, timekeeping system
United States or Spain or Arizona or Arkansas or California or Connecticut or Florida or Georgia or Idaho or Illinois or Maine or Massachusetts or Michigan or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Vermont or Virginia or Washington or Wisconsin
RemoteFull Time
Breezeway: Software platform for hospitality property operations and service management.
2+ YOE2+ years client success/account management experience, SaaS experience, CRM and web tool proficiency, strong project management, communication, and relationship-building skills; remote work during Eastern Time business hours.
Home Instead: Personalized in-home care and companionship services for seniors.
Relationship-focused care advisor with client consultation, care planning, quality assurance, documentation, coaching, and strong communication skills.