35 client account manager jobs at 18 companies in Allouez, WI
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Client Accounting Services Department Manager
Sturgeon Bay or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience,5+ years leadership in CAS,knowledge of accounting standards and payroll,experience managing teams and client engagements,CPA preferred.
1mo
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
2w
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Key Account Manager - Jeweler Solutions
Neenah, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4+ years client or account management experience; experience with Salesforce and MS Office; ability to travel ~15%; strong communication and relationship-building skills.
Salesforce, Microsoft Office
2mo
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Account Manager - Commercial Lines
Waukesha or Neenah or West Bend
OnsiteFull Time
3+ YOE3+ years insurance service experience in commercial lines, active Property & Casualty license, strong client service and communication skills, proficiency with Microsoft Office and insurance software.
Microsoft Office, insurance software
2mo
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Account Executive
Green Bay or Milwaukee
$125k-$175k/yr HybridFull Time
5+ YOE5+ years insurance risk and account management experience, active Property & Casualty license, ability to manage large multinational clients and $3.5M–$5M books, strong sales and leadership, Microsoft Office proficiency, bachelor's degree or equivalent experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3mo
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Strategic Account Manager - Geotech Construction
Green Bay, Wisconsin, United States
$120k-$150k/yr RemoteFull Time
5+ YOE5-10 years in heavy civil/geotechnical construction with estimating, preconstruction, or pursuit leadership; Bachelor's in Civil Engineering/Geology or related field; willingness to travel 50%; proven sales and client development capability.
2mo
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Outside sales role requiring prospecting, client relationship management, sales presentations, negotiation and closing; proficiency with Microsoft Office, CRM, and social platforms; strong communication and self-motivation.
Microsoft Office, CRM, social networking platforms
3w
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Outside sales role managing client relationships, prospecting new business, creating integrated marketing solutions, negotiating and closing deals; proficient with Microsoft Office and CRM; strong communication and presentation skills.
Microsoft Office
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J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required/obtainable, life/health/long-term care insurance license required/obtainable; CFP and bachelor’s degree preferred.
2mo
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
6d
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Accounting Senior (CAAS - Technology Inudstry)
Green Bay or Madison
OnsiteFull Time
2+ YOERequires 2 years of relevant accounting or financial experience and a bachelor's degree, with client accounting, reconciliations, financial statements, tax forms, and supervisory responsibilities.
3mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
1mo
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Managing Director
De Pere, Wisconsin, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.
2mo
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Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
1w
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
1mo
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VP, Financial Consultant - Appleton, WI
Appleton, Wisconsin, United States
$70k-$95k/yr OnsiteFull Time
Active FINRA Series 7 required; must obtain Series 66 (63/65) and Life & Health insurance during tenure; NMLS registration required for mortgage originations; strong client relationship and wealth management skills.
1mo
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Provide client and advisor support, prepare and process account paperwork, manage records and transfers; bachelor\u0002s degree preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
1mo
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Branch Office Administrator
Fond du Lac, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support for financial advisors; requires computer literacy and analytical, communication, and collaboration skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Administrative Intern
Appleton, Wisconsin, United States
OnsiteInternship
Provide office support, manage calendars, attend client meetings, open/close accounts, respond to communications, and update CRM. Must be enrolled in or have completed an associates or bachelors in a business-related field; proficient in Microsoft Excel, Word, Outlook, and Adobe.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe, CRM
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