3 client success manager jobs at 3 companies in Ashtabula, OH

4w
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Client Success Manager I
Erie, Pennsylvania, United States
RemoteFull Time
Definiti
Definiti: Administers retirement plans and provides actuarial consulting to businesses.
3+ YOE3+ years retirement plan administration and client-facing experience; HS diploma required, bachelor’s preferred; must obtain ASPPA QKA/QKS or NIPA equivalent within 1 year; strong organization, communication, and project management skills.
PensionPro, Microsoft Teams, Microsoft SharePoint
2mo
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Account Manager
Independence, Ohio, United States
$50k-$55k/yr OnsiteFull Time
WellnessIQ
WellnessIQ: Implements strategic workplace wellness and employee benefit programs.
Manage client accounts, coordinate projects, and travel to client sites to ensure successful WellnessIQ program implementations.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Financial Advisor
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and authorization to work in the US without sponsorship.
proprietary planning software