11 client account manager jobs at 11 companies in Georgetown, IL
5d
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Account Manager
Danville, Illinois, United States
OnsiteFull Time
Requires account management experience, CRM and Microsoft Office proficiency, national client relationship management, strong communication and negotiation skills, and a business, communication, or sales bachelor's degree.
Salesforce, Zoho CRM, HubSpot, Microsoft Office Suite
1mo
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Client Accountant II - Hybrid - Danville, IL
Danville, Illinois, United States
$50k-$60k/yr HybridFull Time
3+ YOEExperienced accountant for client accounting, financial reporting, reconciliations, cash management, and audit support; Bachelor’s in Accounting/Finance preferred or Associate plus 3–5 years relevant experience; advanced Excel; strong communication.
SAGE, Portman, SOVOS STAT, Microsoft Excel
3mo
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Account Executive
Champaign, Illinois, United States
$40k-$55k/yr OnsiteFull Time
2+ YOETwo years personal and commercial lines insurance account management experience; active state insurance license; valid driver’s license; strong sales and client service skills.
Agency management systems
1mo
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Account Representative
Winston Salem or Charlotte or Ann Arbor or Kalamazoo or Lansing or Beaufort or Charleston or Florence or Madison or Norfolk or Peoria or Champaign
OnsiteFull Time
Sell and manage small accounts for outdoor advertising, prepare contracts, handle call-ins, and maintain client relationships; valid driver’s license required; strong communication and sales skills.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lafayette, IN
West Lafayette, Indiana, United States
OnsiteFull Time
2+ YOE2+ years in financial advisory or related financial services; active Series 7; Series 66 (63/65) or obtained within 60 days; Life/Health/Long-Term Care licenses or obtained within 60 days.
Series 7, Series 66, Life Insurance License, Health Insurance License, Long-Term Care License
2w
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Account Executive - Life & Health (Champaign, IL)
Champaign, Illinois, United States
HybridFull Time
Experience placing and servicing group and individual employee benefits, client relationship management, enrollment coordination, and knowledge of carriers/TPAs and compliance.
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
4w
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Wealth Advisor Associate
Urbana, Illinois, United States
$55k-$68k/yr OnsiteFull Time
Bachelor's in business/finance or commensurate experience; knowledge of wealth management, investments, trust procedures; strong communication; ability to grow client relationships and meet regulatory requirements.
Trust Accounting systems, Microsoft Office Suite
3mo
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Loan/Grant Facilitator
Normal or Champaign or Effingham
$55k-$84k/yr HybridFull Time
Bachelor’s degree in business administration, nonprofit management, or related fields. Experience with government funded grants/loans is preferred but not required. Excellent organizational and client-facing communication skills.
2w
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Financial Advisor
Champaign, Illinois, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, entrepreneurial ambitions, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
1mo
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Managing Director
Terre Haute, Indiana, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; Series 6/7 and 63/66 preferred; proven client development, planning, leadership and mentoring skills; US work authorization required.