54 client relationship manager jobs at 42 companies in Toledo, OH
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
Gryphon Financial Partners: Independent wealth management and financial advisory firm.
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOERequires FINRA registrations (Series 7 and Series 66 or Series 63+65) and life & health insurance license within 120 days, 2+ years client service/wealth experience; university degree preferred.
Dearborn or Allen Park or Brownstown or Southgate or Trenton
OnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree typical, 3+ years relevant industry experience, skills in client relationship building, credit and financial analysis, prospecting and sales, decision making and communication.
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing wealth management role overseeing service delivery, partnering with advisors, and supporting client retention and growth; requires CRM proficiency, strong communication, and leadership skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires Series 7 and 66 licenses or ability to obtain Series 66, state registrations, and 1–3 years in financial services with strong client service, planning, communication, and compliance skills.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOE3+ MgmtBachelor's or equivalent experience; 10+ years commercial lines experience with 3+ years client management; state Property/Casualty insurance license required; proficiency with Microsoft Office; strong organizational and client relationship skills.
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Team UIS: Provides electrical testing, maintenance, and SCADA systems for utilities.
2+ YOE2+ years NETA experience and demonstrated electrical project management; ability to read electrical drawings; proficiency with Microsoft Office; strong communication, client relationship, and troubleshooting skills.
OHM Advisors: Provides architecture, engineering, and planning services for communities.
10+ YOEBachelor's in Civil Engineering, Ohio PE license, 10 years municipal project management, experience with AutoCAD/Civil 3D and MicroStation ORD, strong client relationship, communication, and mentoring skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 (or 63/65) required, life/health/long-term-care insurance license required, CFP and bachelor’s preferred.
Crane Worldwide Logistics: Provides global freight forwarding and third-party logistics services.
10+ YOEBachelor's degree required; 10+ years in logistics sales/consulting, knowledge of automotive and industrial markets; proficient with Microsoft standard applications and CRM; strong international negotiation and relationship-building skills.
Cerris Systems: National construction contractor specializing in mechanical, electrical, and plumbing solutions.
3+ YOEManage construction projects including schedules, budgets, subcontractors, safety, compliance, and client relationships; bachelor's degree or equivalent and 3+ years related experience preferred; valid driver's license required.
MS Office Suite, Microsoft Word, Microsoft Excel, Microsoft Outlook
Envita Solutions: Provides total waste management and sustainable environmental solutions for manufacturers.
1+ YOE1+ years relevant experience, high school required (Bachelor's preferred); ability to scope projects, write proposals, use Microsoft Suite and Salesforce, strong communication and organizational skills, comfortable building client and supplier relationships; travel 40-60%.
BGIS: Global provider of integrated facilities management and real estate services.
1+ YOE1–3 years facility management experience (or 3–5 years facility-related), community college diploma or equivalent, facility operations, budget and project management, health & safety and client relationship skills.
Ann Arbor or Kansas City or Alexandria or Denver or Tempe or Philadelphia
$62k-$85k/yrHybridFull Time
ClarivateNYSE: CLVT: Provides data, analytics, and workflow solutions for global innovation.
5+ YOE5+ years sales experience,3+ years B2B and account/renewals experience,Salesforce.com familiarity,ability to analyze data and manage client relationships.