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7 client account manager jobs at 7 companies in Henderson, KY

3w
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Manager, Close ended
Denver or Evansville or Mississauga or Toronto
HybridFull Time
Apex Group
Apex Group: Global provider of fund administration and financial services.
8+ YOE8+ years experience in fund accounting/administration, PE fund knowledge, US GAAP & IFRS reporting, leadership and client management, proficiency with Investran/eFront and Excel, experience with investor reporting and KYC standards.
Investran, eFront, Yardi, Investment Café (ICX), FIS Data Exchange (IDX), Microsoft Excel
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4w
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Trust Officer - Owensboro, KY
Owensboro, Kentucky, United States
OnsiteFull Time
Independence Bank
Independence Bank: Kentucky community bank providing personal and commercial financial services.
2+ YOEAdminister trust, IRA and estate accounts, process distributions and wires, maintain tax and regulatory knowledge, and deliver client service. Requires 2 years financial/accounting/legal experience, high school minimum; bachelor\u0002s preferred.
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1w
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Financial Advisor
Evansville, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor’s degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
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1mo
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Managing Director
Evansville, Indiana, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
3+ YOE3+ years in financial services with growing personal practice; active Life and Health license required; FINRA Series 6/7 and 63/66 preferred; proven client development and leadership; US work authorization.
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2w
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{Part-Time Customer Service Specialist
Evansville, Indiana, United States
OnsitePart Time
German American Bancorp
German American BancorpNASDAQ: GABC: Provides regional banking, insurance, and wealth management services.
Greet clients, manage a cash drawer, verify account information, perform loan and deposit transactions, maintain confidentiality, listen and identify customer needs.
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4w
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Insurance Sales-Licensed/Non-licensed
Owensboro, Kentucky, United States
$60k-$85k/yr OnsiteFull Time
Optavise
OptaviseNYSE: CNO: Provides employee benefits administration and voluntary insurance solutions.
Selling voluntary employee benefits to public sector accounts, onsite client engagement, strong communication and relationship management; licensing support available for unlicensed candidates.
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1mo
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Branch Office Administrator - Eldorado, IL
Eldorado, Illinois, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service, account management, administrative and operational support; strong attention to detail, analytical thinking, adaptability, conversational skills, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
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