7 client account manager jobs at 5 companies in Caledonia, MN
1mo
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines insurance client service or account management, working knowledge of policies and coverage, strong communication, proficiency with Microsoft Word/Excel/Outlook, and ability to manage multiple priorities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
1mo
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines client service or account management; working knowledge of insurance policies and coverage; strong communication; proficiency with Microsoft Word, Excel, Outlook and internet systems; attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
1mo
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Tax Principal or Signing Director
Eau Claire or La Crosse or Stevens Point or Marshfield or Wausau or Tomah or Hudson
OnsiteFull Time
10+ YOECPA licensure, bachelor’s in accounting or related field (master’s preferred),10+ years public accounting tax experience, leadership and client development skills, ability to review and sign tax work and stay current on tax law.
3mo
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Retail Lead
Wabasha, Minnesota, United States
$51k-$77k/yr OnsiteFull Time
2+ YOE2+ MgmtRetail banking leadership role requiring coaching, client service, and supervisory experience; 2+ years in new accounts/consumer lending; 2+ years supervisory experience; bachelor's degree in finance or business.
Windows, Silverlake Core Banking, Office Suite
3w
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Financial Advisor
Onalaska, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
1d
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Non-Reg On-Caller - Onalaska, WI
Onalaska, Wisconsin, United States
OnsitePart Time
Provides client service, account management, administrative support, marketing assistance, and technology support while learning financial services operations and working independently with advisors.
MoneyGuide, Salesforce, Microsoft Office
2d
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Non-Reg On-Caller
Onalaska, Wisconsin, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance; strong computer literacy, analytical thinking, attention to detail, adaptability, and collaboration required.
MoneyGuide, Salesforce, Microsoft Office