New Underwood • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Underwood • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Underwood • 50 milesRemote · Hybrid · Onsite · Field · All Environments
New Underwood • 50 milesRemote · Hybrid · Onsite · Field · All Environments
13 client account manager jobs at 5 companies in New Underwood, SD
3w
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Employee Benefits Account Manager
Rapid City or Sioux Falls
OnsiteFull Time
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
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Assistant Trust Officer - Private Client
Rapid City, South Dakota, United States
HybridFull Time
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
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Branch Office Administrator - Custer, SD
Custer, South Dakota, United States
OnsiteFull Time
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
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Managing Director
Rapid City, South Dakota, United States
HybridFull Time
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
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Financial Advisor
Rapid City, South Dakota, 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.
Northwestern Mutual's proprietary planning software
2w
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Managing Director
Black Hawk, South Dakota, United States
HybridFull Time
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
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Managing Director
Piedmont, South Dakota, United States
HybridFull Time
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
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Managing Director
Summerset, South Dakota, United States
HybridFull Time
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
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Managing Director
Rapid Valley, South Dakota, United States
HybridFull Time
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.
2w
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Managing Director
Box Elder, South Dakota, United States
HybridFull Time
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.
3w
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Branch Office Administrator
Rapid City, South Dakota, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, scheduling, documentation, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator - Rapid City, SD
Rapid City, South Dakota, United States
OnsiteFull Time
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
3w
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Branch Office Administrator
Custer, South Dakota, United States
$21-$23/hr OnsiteFull Time
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