71 client account manager jobs at 37 companies in Bellevue, NE
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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.
1mo
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Account Manager
Lincoln, Nebraska, United States
HybridFull Time
3+ YOE3+ years managing complex projects or campaigns for national/global brands; client relationship management, budgeting, scope and timeline control, strong presentation and communication skills.
4d
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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
4d
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Lead Account and Client Consultant - Retirement Plans
United States or Lincoln
RemoteFull Time
3+ YOEBachelor's degree or equivalent experience in business, communication, or a related field; 3–5 years of retirement plan client relationship management experience, including nondiscrimination testing and Form 5500 preparation.
1mo
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Client Success Manager
Lincoln, Nebraska, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience,3+ years in customer success/account management,experience with HubSpot, Zoom, Teams, ClickUp,strong communication,organization,and problem-solving skills.
HubSpot, Zoom, Teams, ClickUp
3mo
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Commercial Client Manager
Lincoln, Nebraska, United States
OnsiteFull Time
3+ YOE3+ years bond account management; strong surety knowledge; P&C license or willingness to obtain; bachelor's degree preferred; AF SB designation preferred.
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
1w
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Sioux Falls or Lincoln or Casper
FieldFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client management, customer service, or client support, preferably healthcare; Microsoft Office proficiency, problem-solving, root cause analysis, collaboration, and multitasking skills.
Microsoft Office, CRM, Microsoft Office
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
4w
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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
4d
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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
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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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
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lincoln, NE (area)
Lincoln or Lincoln or Lincoln or Lincoln or Venice or Anaheim or Englewood
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; Life, Health & Long Term Care insurance license required; CFP and bachelor’s degree preferred.
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.
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