31 client account manager jobs at 13 companies in Lena, IL
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Account Manager - SISCO
Dubuque, Iowa, United States
RemoteFull Time
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
Microsoft Excel
3w
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Transportation Account Manager (82264)
Dubuque or Platteville
OnsiteFull Time
Provide client-facing account service, assess client risk and needs, design and recommend insurance coverages, maintain accurate client files, and mentor/coaching colleagues.
1mo
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Account Manager
Dubuque, Iowa, United States
RemoteFull Time
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Microsoft Excel
2w
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Client Partnership Manager
Loves Park or Rockford
$75k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
Zoho, ERP, Microsoft Office, Microsoft Outlook
2mo
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Claims Account Manager
Des Moines or Dubuque or United States
RemoteFull Time
3+ YOE3+ years TPA/insurance/claims experience; strong auto/general liability or workers' comp knowledge; client-facing account management, analytical and presentation skills; bachelor’s degree preferred; AIC/CPCU a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
2w
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Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
Requires accuracy, organization, computer proficiency, professional communication, phone confidence, discretion with confidential information, and ability to manage multiple tasks; associate degree and relevant experience preferred.
Laserfiche, Microsoft Word, Microsoft Excel, Cambridge Investment Research
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA required, 5+ years tax experience in public accounting, knowledge of tax principles and IRS regulations, client management and staff supervision experience, authorized to work in the U.S. without sponsorship.
2mo
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA, 5-7 years public accounting tax experience, extensive tax knowledge, client relationship and supervisory experience, and ability to perform tax planning and special projects.
2mo
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Director of Accounting
Rockford, Illinois, United States
$130k-$180k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Non-Reg On-Caller - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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
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Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
4w
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BB Relationship Officer II
Dubuque, Iowa, United States
$68k-$100k/yr OnsiteFull Time
5+ YOEManage and grow business banking client relationships, originate and underwrite credit, analyze financial statements, and generate new business; requires 5+ years business banking sales experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Managing Director
Fitchburg, Wisconsin, United States
HybridFull Time
3+ YOE3+ years financial services experience with a growing personal practice; active life and health license required; FINRA Series licenses preferred; client development and leadership skills.
3w
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Non-Reg On-Caller
Rockford, Illinois, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing coordination, and technology assistance for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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