13 client account manager jobs at 8 companies in Dubuque, IA
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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
3w
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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.
3w
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TRANSPORTATION ACCOUNT MANAGER (82203)
Dubuque, Iowa, United States
OnsiteFull Time
Client-facing insurance role requiring account servicing, risk assessment, client relationship building, accurate file documentation, and continuing insurance education.
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
20h
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Client Services Manager
Maquoketa, Iowa, United States
OnsiteFull Time
4+ YOEAssociate degree in business, accounting, or related field, plus 4–6 years of related experience or equivalent education and experience. Requires banking regulations knowledge, accuracy, communication, organization, and leadership skills.
PeopleSoft, Application Interface, Asset Management, Business Intelligence Center (BIC), Microsoft Excel
2w
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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
2mo
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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.
2mo
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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.
4w
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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
3w
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Financial Advisor
Manchester, Iowa, 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 legal US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
2w
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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
2w
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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