9 client account manager jobs at 5 companies in Hampton, IA
2w
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Account Manager
Parkersburg, Iowa, United States
OnsiteFull Time
Manage a book of business, maintain client relationships, pursue account growth and retention; desire to obtain required insurance license within 30 days; strong customer service and communication skills; proficiency with Microsoft Office and EPIC.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
2mo
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Account Manager - State Farm Agent Team Member
Clarion or Hampton
$18k-$36k/yr OnsitePart Time
Sales experience preferred; strong client relationship skills; excellent communication; customer service oriented.
2w
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Financial Advisor
Waterloo, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Financial planning software
1w
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Managing Director
Cedar Falls, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership experience or interest in mentoring teams.
1w
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Managing Director
Waverly, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
1w
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Managing Director
Evansdale, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, leadership ability, and U.S. work authorization. Series 6/7 and 63/66 licenses preferred.
1w
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Managing Director
Waterloo, Iowa, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership experience or interest. Series 6/7 and 63/66 preferred.
3w
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Branch Office Administrator - Clear Lake, IA
Clear Lake, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions and documentation, use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator
Clear Lake, Iowa, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and transaction processing; requires computer literacy and ability to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office