5 client success manager jobs at 4 companies in Willowick, OH
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
2d
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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
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)
3d
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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