21 client account manager jobs at 6 companies in Freeport, IL
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Client Partnership Manager
Loves Park or Rockford
$75k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
Zoho, ERP, Microsoft Office, Microsoft Outlook
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
digital technology
2mo
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Director of Accounting
Rockford, Illinois, United States
$130k-$180k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Non-Reg On-Caller - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2mo
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CAAS - Market Facing CFO (Nonprofit Industry)
Maumee or O'Fallon or Dixon or Bloomington or Chicago or Findlay or Canton or Peoria or Champaign or Akron
$127k-$228k/yr OnsiteFull Time
8+ YOE8+ years in accounting/finance with deep nonprofit specialization; bachelor’s required; CPA highly preferred; experience building/managing teams and business development; working knowledge of QuickBooks, Intacct, and Bill.com; ability to travel to client sites.
QuickBooks, Intacct, Bill.com
2mo
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Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
3w
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Non-Reg On-Caller
Rockford, Illinois, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing coordination, and technology assistance for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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