11 client success manager jobs at 7 companies in Aurora, OH
1d
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Lead Client Manager, Public Sector
Albany or Cleveland or New York City or Buffalo or Brooklyn or Syracuse or Rochester
$71k-$125k/yr HybridFull Time
3+ YOEBachelor’s degree or equivalent experience, 3+ years of banking or cash management experience, customer service and client presentation success, and strong analytical, communication, organizational, and Microsoft Office skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Success Coach - Liberty
Youngstown, Ohio, United States
$20/hr OnsiteFull Time
High school diploma or GED, relevant career coaching or direct client service experience, valid driver's license, background checks, strong communication, customer service, deadline management, and Microsoft Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
6d
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Success Coach - Maib Plant
Youngstown, Ohio, United States
$20/hr FieldFull Time
High school diploma/GED, relevant career coaching or direct client service experience, valid driver's license, background checks, strong communication, customer service, deadline management, and MS Office proficiency.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Account Manager
Independence, Ohio, United States
$50k-$55k/yr OnsiteFull Time
Manage client accounts, coordinate projects, and travel to client sites to ensure successful WellnessIQ program implementations.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
6d
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Private Client Banker - Brunswick - Brunswick, OH
Brunswick, Ohio, United States
OnsiteFull Time
Requires 1+ year of branch banking or equivalent financial services experience, client acquisition and relationship management success, high school diploma/GED, regulatory compliance, and required securities, life, and NMLS registrations.
NMLS
2d
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J.P. Morgan Wealth Management – Private Client Advisor - Boardman / Niles / Warren / Canfield / Poland - Ohio
Boardman or Niles or Warren or Canfield or Poland
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, client relationship and acquisition success, goals-based planning skills, active Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
4h
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Captive Solution Consultant (Internal)
Rocky River, Ohio, United States
HybridFull Time
3+ YOERequires 3+ years in client success, implementation, program management, healthcare consulting, or related work, plus project management, client education, adoption, metrics, dashboard, and cross-functional coordination skills.
Cedargate
2w
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Financial Advisor
Canton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
2w
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Financial Advisor
Beachwood, Ohio, United States
$61k-$250k/yr OnsiteFull Time
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
2w
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Financial Advisor
Cleveland, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)
6d
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HQ Implementation Specialist
Strongsville, Ohio, United States
OnsiteFull Time
Requires client-facing software implementation, customer success, or IT consulting experience; strong communication, organization, analytical, and time-management skills; Microsoft Word and Excel experience; and willingness to travel up to 20%.
Microsoft Word, Microsoft Excel, PowerPoint