27 client account manager jobs at 14 companies in Nappanee, IN
3mo
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Account Manager, Intersection
Muncie, Indiana, United States
OnsiteFull Time
3+ YOEBachelor’s degree in marketing, business, communications, or related field; 2+ years in related role; strong client management; excellent communication; project management skills.
Microsoft Office, Project management software
2mo
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Personal Lines Account Manager
Granger or Bremen
OnsiteFull Time
Handles personal lines client service including same-day claim and policy processing, policy reviews and renewals, client retention, quoting and providing lender paperwork; P&C license required before start; Microsoft Office, CRM and QuickBooks experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Software, QuickBooks
1w
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Regional Account Director Automotive Digital Marketing (Whiskey)
Chicago or Indiana or South Bend or Indianapolis
$190k/yr FieldFull Time
3+ YOERequires 3–5+ years in automotive digital marketing, retail, media, advertising, or SaaS; client-facing consultative experience; analytics, presentation, communication, organization, and travel capabilities. Bachelor's preferred.
Apollo
1mo
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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
3w
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Branch Administrator/Client Services Manager
Wabash, Indiana, United States
OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3+ years banking experience; supervisory experience; cash handling, vault and ATM management; knowledge of BSA/OFAC and regulatory compliance.
1mo
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Lead Tax Services Senior Manager
Indianapolis or Chicago or South Bend or Columbus or Oakbrook Terrace
$128k-$269k/yr HybridFull Time
8+ YOEBachelor's in Accounting required; active CPA required; 8+ years progressive tax experience; leadership and client management skills; federal/state tax technical expertise including Subchapter C; excellent writing and research skills.
1w
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Assistant Branch Manager
South Bend, Indiana, United States
OnsiteFull Time
2+ MgmtRequires 2+ years of management experience, preferably in banking, financial services, or goal-driven retail sales, plus client service experience and strong communication, consultative, and operational skills.
Microsoft Windows, Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Social Media, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet
3mo
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Commercial Banking Relationship Manager
Fishers or Fort Wayne or Muncie or South Bend
OnsiteFull Time
6+ YOECommercial relationship management experience, portfolio management, sales and cross-selling; 6-8 years preferred; bachelor’s in Business/Finance/Economics/Marketing preferred; strong client relationships and risk awareness.
Microsoft Office, CRM software
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven client relationship leadership in wealth management, expertise in investment operations, account administration, CRM and portfolio systems, strong analytical, communication, and compliance skills.
CRM, portfolio management systems
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
CRM, portfolio management platforms
1mo
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Managing Director
South Bend, Indiana, United States
HybridFull Time
3+ YOEMinimum 3 years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; demonstrated client development, leadership, and relationship management skills.
3w
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Financial Advisor
Mishawaka, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2d
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Lead Teller
Syracuse, Indiana, United States
$19-$25/hr OnsiteFull Time
3+ YOEHigh school diploma or GED, 3+ years of client relationship and cash-handling experience, PC and Windows application knowledge, organizational skills, and ability to lead and coach tellers.
Microsoft Windows, ATM, Online Banking, Telephone Banking
2d
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Non-Reg On-Caller
North Liberty, Indiana, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, and marketing assistance; requires computer literacy and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Non-Reg On-Caller - Sturgis, MI
Sturgis, Michigan, United States
OnsitePart Time
Strong client service, account management, administrative, communication, analytical, organizational, computer, and collaboration skills; willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Elkhart, IN
Elkhart, Indiana, United States
OnsiteFull Time
Strong client service, analytical thinking, attention to detail, adaptability, computer literacy, collaboration, and willingness to learn financial services, account management, and firm technology.
MoneyGuide, Salesforce, Microsoft Office
3w
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Associate Principal, Stars Consulting Center of Excellence
Chicago or Boston or South Bend or United States
$145k-$200k/yr RemoteFull Time
10+ YOE10+ years in government-sponsored healthcare (Medicare Advantage/Medicaid), accountable for Stars/HEDIS performance, bachelor's degree, deep HEDIS/Stars expertise, Excel/SQL proficiency, executive consulting and client leadership experience.
Microsoft Excel, SQL, Microsoft PowerPoint, Hyperlift
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