41 client account manager jobs at 27 companies in Atlantic, IA
4w
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Account Manager
Omaha, Nebraska, United States
OnsiteFull Time
Manage client relationships and projects end-to-end, drive strategic account growth, coordinate cross-functional teams, provide client reporting, and solve project challenges.
5d
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DNA Account Manager
Omaha or Lincoln or Frisco or United States or Colorado or California or District of Columbia or Hawaii or Illinois or Massachusetts or Maryland or Minnesota or New Jersey or New York or Nevada or Rhode Island or Vermont or Virginia or Maine or Washington
OnsiteFull Time
5+ YOERequires 5+ years in account, service, client, or relationship management within banking, fintech, or financial services; client-facing meeting experience; issue coordination; and a bachelor's degree or equivalent experience.
1mo
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Commercial Account Manager
Omaha, Nebraska, United States
OnsiteFull Time
2+ YOE2+ years insurance experience, valid Property & Casualty Broker-Agent license, strong product and communication skills, ability to manage complex tasks and client service in a commercial lines environment.
Applied EPIC
1w
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Account Manager
Omaha or Lincoln
$45k-$50k/yr HybridFull Time
5+ YOERequires 5 years of agency experience, a marketing, business, communications, or related degree, strong client service and communication skills, data analysis, organization, and project coordination abilities.
Asana, Agency Analytics
1w
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Account Manager
Omaha, Nebraska, United States
$45k-$50k/yr HybridFull Time
5+ YOERequires 5 years of agency experience, a marketing, business, communications, or related degree, strong client-service and communication skills, data analysis, organization, and project coordination abilities.
Asana, Agency Analytics
1mo
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Pando Insurance Agency Account Manager
Omaha, Nebraska, United States
OnsiteFull Time
Manage client relationships and quoting for agency and PEO lines; requires active or soon-obtainable health and life insurance license, strong communication, presentation, and organizational skills.
quoting tools, carrier portals, benefits administration systems
1w
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Premier Technical Account Manager
Omaha or Lehi or North America or Cincinnati or Kentucky
$64k-$95k/yr HybridFull Time
3+ YOEThree years of client service, customer success, or financial services experience required. Requires advisory firm support, relationship and portfolio management, SaaS fintech expertise, analytical reasoning, communication, and project leadership.
Customer Relationship Management (CRM), Software as a Service (SaaS)
1mo
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Wealth Management Client Associate
Omaha, Nebraska, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Director, Private Client Services
Denver or Boulder or Kansas City or Omaha
$124k-$211k/yr OnsiteFull Time
10+ YOEBachelor’s degree and 10+ years in wealth management required; MBA preferred. Requires expertise in investment management, trust, estate or succession planning, business development, relationship management, and complex client advisory.
FINRA, SEC, BSA/AML
1mo
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Senior Client Service Manager, Personal Choice Retirement Accounts
Westlake or Richfield or Omaha
$34-$43/hr HybridFull Time
5+ YOE5+ years experience in financial services with retirement/recordkeeping; 3+ years client-facing; bachelor's degree or equivalent; strong client service, communication, analytical, and digital skills.
Microsoft Word, Microsoft Excel
1w
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Client Success Coordinator
Lincoln or Omaha
$23-$25/hr RemoteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years in customer service, client success, account management, scheduling, staffing, or project coordination; Microsoft Office skills and valid driver's license required.
Microsoft Office
1w
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Employee Benefits Account Manager
Omaha or Chicago or North America
HybridFull Time
2+ YOERequires 2–5 years of relevant experience, Nebraska Life and Health License, and strong communication, organizational, multitasking, critical-thinking, and client-service skills. Bachelor's degree preferred.
Form 5500
3mo
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Tax Manager
Omaha, Nebraska, United States
HybridFull Time
5+ YOE2+ MgmtCPA or EA; Bachelor's in Accounting; 5-7 years of tax experience in public accounting; strong knowledge of tax accounting and IRS regulations; leadership and client-management skills.
2mo
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Account Executive
Omaha, Nebraska, United States
OnsiteFull Time
Self-motivated sales professional comfortable with cold-calling, building client relationships, managing multi-platform campaigns, proficient with Salesforce and Microsoft Office, valid driver\u0019s license and high school diploma required; college degree preferred.
Salesforce, Microsoft Office
1mo
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Client Services Consultant II
Aurora or Bloomington or Brookfield or Omaha
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance/account management experience, strong communication and organizational skills, proficient in Microsoft Office; bachelor’s degree and disability product experience preferred.
Microsoft Office
1mo
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Sales - Account Executive
Omaha or Des Moines
FieldFull Time
3+ YOE3+ years sales experience, proven negotiation and communication skills, proficiency with MS Office, field sales presence, consultative selling and client relationship management.
SFDC, Strat Workbooks, Sales Toolkit, Microsoft Office, Microsoft Excel
1mo
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Project/Accounts Manager
Omaha, Nebraska, United States
HybridFull Time
5+ YOEBachelor's degree in engineering or related field, 5+ years managing engineering projects, project budgeting/scheduling experience, client relationship management, eligibility to sit for FE exam, valid driver's license, background/drug screening.
Microsoft Office, CRM, CAD
1mo
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Financial Advisor - Relationship Manager
Omaha, Nebraska, United States
OnsiteFull Time
3+ YOE3+ years in wealth management or client relationship management; strong communication, organization, and client service skills; Series 65 preferred or ability to obtain; CFP or similar a plus.
3mo
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Commercial Relationship Manager II, III or Senior - Omaha
Omaha, Nebraska, United States
HybridFull Time
4+ YOECRM II/III/Sr levels in commercial banking with experience in originating and servicing mid-to-high complexity loan relationships; strong credit analysis, loan documentation, and regulatory knowledge; prior client calls and business development experience.
Credit analysis tools, CRM / relationship management software, Regulatory knowledge systems
3w
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Tax Supervisor - Energy and Excise
Des Moines or Chicago or Detroit or Washington or Minneapolis or Omaha or San Diego
$87k-$165k/yr OnsiteFull Time
4+ YOEBachelor's in accounting or related, 4+ years tax experience, CPA eligibility, strong Excel skills, ability to manage projects and communicate with clients.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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