9 client solutions manager jobs at 4 companies in Boardman, OH
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Client Solutions Manager
Beaver, Pennsylvania, United States
OnsiteFull Time
Full-time in-office sales role requiring prior sales or customer-service experience, strong phone communication, entrepreneurial mindset, organization, and competitiveness.
McLeod
1mo
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Wealth Management Client Associate
Canfield, Ohio, United States
OnsiteFull Time
0+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, strong client focus, detail orientation, proficiency with Microsoft Office and Salesforce, FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Solutions Advisor Registration Candidate - Wexford Financial Center
Wexford, Pennsylvania, United States
OnsiteFull Time
Requires high school diploma or equivalent, ability to obtain industry licenses, client relationship and solution recommendation experience, strong communication, collaboration, multitasking, risk management, and technology adaptability.
FINRA Securities Industry Essentials (SIE)
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Financial Solutions Advisor - Pittsburgh Market
Wexford, Pennsylvania, United States
OnsiteFull Time
1+ YOESeries 7 and 66 or Series 63 and 65, at least one year in investments and financial services or sales, strong client communication, relationship-building, organization, risk management, and computer skills.
2mo
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Business Development Manager - Financial Wellness Solutions
Cleveland or Akron
$64k-$106k/yr OnsiteFull Time
3+ YOEBachelor's degree typical, 3+ years relevant experience, consultative sales or business development experience, ability to sell financial wellness solutions, strong communication, decision-making, and client relationship skills.
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Employee Relationship Manager - Financial Wellness Solutions
Akron or Cleveland
$41k-$69k/yr OnsiteFull Time
4+ YOEDeliver financial wellness programs, acquire and deepen client relationships, present to employee groups, manage client portfolio, and generate consumer acquisition through proactive outreach.
Edge
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Financial Solutions Advisor Registration Candidate - Wexford Financial Center
Wexford, Pennsylvania, United States
OnsiteFull Time
High school diploma or GED required; bachelor's degree or 1+ year of financial services or sales experience preferred. Requires license eligibility, client relationship skills, communication, risk management, and technology adaptability.
2mo
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Relationship Manager I - Business Banking
Sharon, Pennsylvania, United States
OnsiteFull Time
3+ YOEManaging client relationships, originating and analyzing credit and financial solutions, identifying sales opportunities, and managing risk; typically requires a bachelor’s degree and 3+ years of relevant experience.
Workday
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Sales Executive Merchant Regional (N. Pittsburgh PA, Youngstown-Akron-Cleveland, OH)
Pittsburgh or Youngstown or Akron
$40k-$59k/yr FieldFull Time
2+ YOERequires 2+ years of sales experience, solution selling, prospecting, territory development, client relationship management, communication, problem-solving, and project management skills.
Salesforce