13 client account manager jobs at 5 companies in Hill City, SD

3w
Save
Mark Applied
Hide
Employee Benefits Account Manager
Rapid City or Sioux Falls
OnsiteFull Time
Acrisure
Acrisure: Global fintech and insurance services firm.
5+ YOECurrent state Life & Health insurance license, strong MS Office skills, 5+ years insurance or business experience, excellent communication, organizational skills, and client service expertise.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
Save
Mark Applied
Hide
Assistant Trust Officer - Private Client
Rapid City, South Dakota, United States
HybridFull Time
South Dakota Trust Company
South Dakota Trust CompanyLondon Stock Exchange: JTC: Publicly listed, employee-owned professional-services firm providing fund, corporate, and private-capital services to institutional and private clients.
0+ YOE0-3 years experience in trust or fiduciary services preferred; knowledge of trust structures and estate planning; strong analytical, communication and client service skills; proficiency with trust management software and Microsoft Office.
trust management software, Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator - Custer, SD
Custer, South Dakota, United States
OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide administrative support to financial advisors, deliver exceptional client service, manage account transactions, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2w
Save
Mark Applied
Hide
Managing Director
Rapid City, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development and planning success, relationship management, and team leadership experience.
3w
Save
Mark Applied
Hide
Financial Advisor
Rapid City, South Dakota, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
Northwestern Mutual's proprietary planning software
2w
Save
Mark Applied
Hide
Managing Director
Black Hawk, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, leadership ability, and U.S. work authorization.
2w
Save
Mark Applied
Hide
Managing Director
Piedmont, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
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.
2w
Save
Mark Applied
Hide
Managing Director
Summerset, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, an active life and health license, and U.S. work authorization. Preferred FINRA Series 6/7 and 63/66 licenses, client development, planning, and leadership experience.
2w
Save
Mark Applied
Hide
Managing Director
Box Elder, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
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 Series 6/7 and 63/66 preferred.
2w
Save
Mark Applied
Hide
Managing Director
Rapid Valley, South Dakota, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services with a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.
3w
Save
Mark Applied
Hide
Branch Office Administrator
Rapid City, South Dakota, United States
$21-$23/hr OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provides client service, account management, administrative support, marketing coordination, scheduling, documentation, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator
Custer, South Dakota, United States
$21-$23/hr OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Strong client service, communication, administrative, analytical, organizational, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator - Rapid City, SD
Rapid City, South Dakota, United States
OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Requires client service, account management, administrative support, computer literacy, analytical thinking, attention to detail, adaptability, communication, and teamwork; six-month training is provided.
MoneyGuide, Salesforce, Microsoft Office