33 client account manager jobs at 16 companies in Cascade, IA
3mo
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Client Manager
Cedar Rapids, Iowa, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years client coordination/claims management experience, or High School with 8+ years; license required; travel ~25%; preferred account/client services experience; strong relationship-building and communication skills.
CRM software, Microsoft Office, Email/communication tools
1mo
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Account Manager - SISCO
Dubuque, Iowa, United States
RemoteFull Time
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
Microsoft Excel
2w
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Client Solutions Manager (Technology)
Cedar Rapids, Iowa, United States
OnsiteFull Time
2+ YOEPreferred 2+ years of business development or IT-related experience, with client relationship, account management, closing, multitasking, and self-motivation skills.
client relationship management tools
1w
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Insurance Account Manager
Eldridge, Iowa, United States
$45k-$52k/yr OnsiteFull Time
Account management experience, strong communication, negotiation, organization, CRM and Microsoft Office proficiency, valid driver's license, insurance, and ability to manage multiple client projects.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Pipedrive, Asana, AM-Epic, CRM
2w
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Transportation Account Manager (82264)
Dubuque or Platteville
OnsiteFull Time
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
1w
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Account Manager
Mechanicsville, Iowa, United States
OnsiteFull Time
Customer service or client relationship management experience, insurance industry experience preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to obtain required insurance license within 30 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
1mo
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Account Manager
Dubuque, Iowa, United States
RemoteFull Time
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Microsoft Excel
2mo
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Claims Account Manager
Des Moines or Dubuque or United States
RemoteFull Time
3+ YOE3+ years TPA/insurance/claims experience; strong auto/general liability or workers' comp knowledge; client-facing account management, analytical and presentation skills; bachelor’s degree preferred; AIC/CPCU a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
2mo
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Lead Account Manager - Retirement
Cedar Rapids or Denver
$69k-$82k/yr HybridFull Time
8+ YOEBachelor's in business or equivalent, 8+ years customer relationship experience (including 5+ years in retirement), expert retirement plan administration knowledge, advanced Excel and MS Office proficiency, strong presentation/negotiation and client management skills.
Microsoft Office, Microsoft Excel, DocuSign
1w
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Investment Client Strategy Associate
Independence, Iowa, United States
OnsiteFull Time
2+ YOEBachelor's degree in finance, business, economics, or related field; Series 7, 65, and/or 66 licenses; 2–5 years of relevant financial services experience; strong analytical, presentation, organizational, and project management skills.
Microsoft Excel, Microsoft PowerPoint
1w
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Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
Requires accuracy, organization, computer proficiency, professional communication, phone confidence, discretion with confidential information, and ability to manage multiple tasks; associate degree and relevant experience preferred.
Laserfiche, Microsoft Word, Microsoft Excel, Cambridge Investment Research
1mo
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA required, 5+ years tax experience in public accounting, knowledge of tax principles and IRS regulations, client management and staff supervision experience, authorized to work in the U.S. without sponsorship.
1mo
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA, 5-7 years public accounting tax experience, extensive tax knowledge, client relationship and supervisory experience, and ability to perform tax planning and special projects.
6d
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Customer Service Manager (Coffee Services) Cedar Rapids, IA
Cedar Rapids, Iowa, United States
FieldFull Time
3+ YOERequires 3+ years in customer service, customer success, account management, client retention, or food/retail management; Excel skills, driver's license, local travel ability, and strong communication skills.
Microsoft Excel
1w
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Financial Consultant
Robins, Iowa, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field preferred experience, analytical and problem-solving skills, strong communication, client relationship management, and financial planning credentials preferred.
2w
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
3w
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BB Relationship Officer II
Dubuque, Iowa, United States
$68k-$100k/yr OnsiteFull Time
5+ YOEManage and grow business banking client relationships, originate and underwrite credit, analyze financial statements, and generate new business; requires 5+ years business banking sales experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Financial Advisor Training Program
Cedar Rapids, Iowa, United States
$60k-$80k/yr OnsiteFull Time, Internship
Full-time student in any major with strong communication, interpersonal, time-management, critical-thinking, and client relationship-building skills; must work onsite in Cedar Rapids without sponsorship.
Series 6, Series 63, CFP
1w
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Branch Office Administrator
Elizabeth, Illinois, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology use while supporting financial advisors.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Elizabeth, IL
Elizabeth, Illinois, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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