6 client solutions manager jobs at 4 companies in Toledo, OH
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, ensure accuracy of client materials, follow bank policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Financial Solutions Advisor Registration Candidate - JACKSON - MAPLE, MI
Ann Arbor, Michigan, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEMust obtain SIE within 30 days and Series 7 & 66 within 120 days; SAFE Act registration required for mortgage originations; high school diploma/GED minimum; aptitude for licensing, client relationship skills, and time management.
TEGNANYSE: TGNA: Operates local television stations and digital media platforms.
1+ YOE1-3 years account management in media sales; track record retaining and growing clients; knowledge of broadcast and digital marketing solutions, Google Analytics desirable; experience with CRM and Microsoft Office; strong communication, decision-making, and organizational skills.
2+ YOEBachelor's degree or equivalent experience;2 years in advertising/sales/marketing/consulting/media;ability to travel ~20%;experience with Google Ads;strong client management and analytical skills.
Irvine or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Seattle or Albany or Toledo or Atlanta or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Melville or Miami or Milwaukee or Minneapolis or Nashville or New Orleans or New York or Philadelphia or Phoenix or Pittsburgh or Portland
$99k-$232k/yrOnsiteFull Time
PwC: Providing audit, tax, and management consulting services to businesses.
5+ YOEBachelor's degree and at least 5 years of experience required; Zuora Billing and Zuora CPQ X proficiency preferred, with leadership, client management, and analytical skills.