14 client account manager jobs at 10 companies in Milan, IL
2w
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Insurance Account Manager
Eldridge, Iowa, United States
$45k-$52k/yr OnsiteFull Time
Account management experience, strong communication, negotiation, organization, CRM and Microsoft Office proficiency, valid driver's license, insurance, and ability to manage multiple client projects.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Pipedrive, Asana, AM-Epic, CRM
2w
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Account Manager
Mechanicsville, Iowa, United States
OnsiteFull Time
Customer service or client relationship management experience, insurance industry experience preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to obtain required insurance license within 30 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
23h
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Client Services Manager
Maquoketa, Iowa, United States
OnsiteFull Time
4+ YOEAssociate degree in business, accounting, or related field, plus 4–6 years of related experience or equivalent education and experience. Requires banking regulations knowledge, accuracy, communication, organization, and leadership skills.
PeopleSoft, Application Interface, Asset Management, Business Intelligence Center (BIC), Microsoft Excel
3mo
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Account Manager - State Farm Agent Team Member
Eldridge, Iowa, United States
OnsiteFull Time
Experience in sales and client relationship management; excellent communication and customer service orientation.
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
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Moline, IL (Quad Cities area)
Moline or Davenport or Papillion or Davenport
$48k-$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required, life/health/long-term care insurance license required (or to be obtained within 60 days); CFP and bachelor’s preferred.
1mo
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Branch Office Administrator - Muscatine, IA
Muscatine, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, process account transactions, manage scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2mo
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SVP Wealth Management
Moline, Illinois, United States
$160k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's in accounting/business/finance or equivalent; 10 years investment/trust/financial planning experience; 5 years leadership; CFP or CTFA preferred; strong business development, client relationship, P&L, risk and compliance skills.
3mo
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Trust Officer
Bettendorf, Iowa, United States
$85k-$115k/yr OnsiteFull Time, Part Time
3+ YOESenior relationship manager responsible for administration of trust, estate, and wealth management for high-net-worth clients.
3w
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Financial Advisor
Bettendorf, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication and time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Senior Fiduciary Advisor
Moline, Illinois, United States
$105k/yr OnsiteFull Time
8+ YOEBachelor's degree in business, finance, or related field, 8+ years of trust administration or estate planning, strong client development skills, communication abilities, and Microsoft 365 proficiency.
Microsoft 365
1w
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Community Banker Supervisor- Moline
Moline, Illinois, United States
$22/hr OnsiteFull Time
2+ YOE1+ MgmtHigh school diploma or equivalent, 2 years of banking or client service experience with cash handling, and 1 year of supervisory or leadership experience. Requires accuracy, communication, decision-making, and banking software proficiency.
Microsoft 365
1mo
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Branch Office Administrator
Muscatine, Iowa, United States
$21-$23/hr OnsiteFull Time
Strong client service, account management, administrative, communication, analytical, organizational, teamwork, and computer skills; willingness to learn financial services and firm-provided technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Territory Field Lead
Bettendorf, Iowa, United States
$50k-$55k/yr FieldFull Time
2+ YOERequires 2+ years of sales and client-facing experience, territory travel, valid driver's license, and motor vehicle record eligibility. Bachelor's degree and wireless, retail, training, or account management experience preferred.
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