7 client account manager jobs at 6 companies in Lewes, DE
2mo
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Registered Wealth Management Client Associate
Egg Harbor Township, New Jersey, United States
$27-$42/hr HybridFull Time
Provide client service support to multiple Financial Advisors; strong communication, relationship building, and investment knowledge; FINRA SIE, Series 7, and Series 66 required; high school diploma.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
5d
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Commercial Lines Account Manager (Community Association Practice)
Ocean City or Willards
$50k-$70k/yr HybridFull Time
2+ YOERequires 2+ years servicing commercial lines clients, a Property & Casualty license, Microsoft Office Suite knowledge, and strong client service and problem-solving skills. AMS360 experience preferred.
AMS360, Microsoft Office Suite
1mo
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Client Advisor, Commercial Lines Small Business
Rio Grande or Mount Laurel
$65k-$120k/yr HybridFull Time
Active Property & Casualty license, experience managing commercial small business accounts, knowledge of coverages/renewals, strong communication, analytical and organizational skills, and proficiency with Microsoft Office and agency systems.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, web browser, agency management system
1w
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Dealer Relationship Manager –Delaware & Greater Philadelphia
Dover or Delaware or Pennsylvania
$77k-$128k/yr FieldFull Time
5+ YOEBachelor’s degree in business, finance, or marketing, or equivalent experience; 5+ years in auto finance, client relations, account management, relationship management, or automotive retail sales management.
Microsoft Office
2mo
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Senior Software Product Consultant
Dover or Wilmington or United States or Europe or Asia
RemoteFull Time
2+ YOEBachelor's in accounting/business/CS, 2+ years in tax/accounting/tax technology or consulting, client-facing experience, experience with Corptax or similar, strong data/automation/AI mindset and project execution skills.
Corptax
1w
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Commercial Lender III/Senior Relationship Mgr
Vineland, New Jersey, United States
OnsiteFull Time
10+ YOE10+ years commercial lending experience, proven business development and relationship management, ability to manage clients $50M+, bachelor’s in business/finance or equivalent experience, strong credit and underwriting knowledge.
Microsoft Office
1mo
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Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hr OnsiteFull Time
1+ YOEObtain required industry licenses including SAFE Act registration; high school diploma or GED; ~1 year financial services or sales experience preferred; strong client relationship, communication, and time-management skills.