11 client account manager jobs at 8 companies in Georgetown, IN
3w
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Account Manager
Lebanon, Indiana, United States
$91k/yr OnsiteFull Time
2+ YOEHigh school diploma, valid driver’s license, minimum 2 years managing operations or supervising teams in security or business operations; knowledge of emergency preparedness, security protocols, scheduling, payroll, and client relations.
Microsoft Office, CCTV, access control, badge administration
3mo
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Insurance Account Manager
Lafayette, Indiana, United States
$45k-$63k/yr OnsiteFull Time
Licensed insurance professional with strong sales and client service skills. High school diploma required; AS/BS preferred. Property & Casualty license required. Experience in selling and servicing insurance preferred.
3w
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Branch Administrator/Client Services Manager
Wabash, Indiana, United States
OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3+ years banking experience; supervisory experience; cash handling, vault and ATM management; knowledge of BSA/OFAC and regulatory compliance.
3mo
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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
3mo
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Tax Senior
Farmington Hills, Michigan, United States
OnsiteFull Time
3+ YOELead tax engagements, manage client relationships, supervise staff, perform tax research, ensure compliance and timely filings.
CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
1mo
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Managing Director
Warsaw, Indiana, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active Life and Health license required; FINRA Series 6/7 and 63/66 preferred; proven client development and leadership; U.S. work authorization required.
2w
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Branch Office Administrator
Marion, Indiana, United States
$21-$23/hr OnsiteFull Time
Strong client service, account management, administrative, communication, analytical, and computer skills; ability to work independently and learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Construction Site Office Associate
Lebanon, Indiana, United States
$20-$25/hr OnsiteFull Time
1+ YOEHigh school diploma and 1+ year of high-volume recruiting, account management, on-premise client support, or customer service experience; construction project administration preferred.
Connected
2w
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Branch Office Administrator - Marion, IN
Marion, Indiana, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Lafayette, Indiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support for financial advisors; requires computer literacy and strong communication skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Marion, Indiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and technology support; requires analytical thinking, attention to detail, adaptability, communication, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office