2 client success manager jobs found in Toledo, OH

Description Summary: The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services.   Duties and Responsibilities: Works closely with the Portfolio Manager on client relationships Will be trained in investments and the Portfolio Manager role and will gain broad knowledge of sales and service capabilities Will develop excellent and client service skills Will work collaboratively with all practice specialty professionals to provide the fully integrated delivery of comprehensive Private Bank services Will learn compliance requirements Will become proficient in Microsoft, Morningstar, Fact Set, Invest Edge and CRM software products Perform other duties as assigned. Basic Qualifications:...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Field Case Manager - Vocational This Field Case Manager will cover our North West Ohio region, including Toledo, Findlay, Sandusky, Elyria, Lima, and Southern MI. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties....