6 client account manager jobs at 1 company in Osakis, MN
2mo
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Branch Office Administrator - Benson, MN
Benson or United States
OnsiteFull Time
Provide client service, manage account tasks, perform administrative and operational support for financial advisors; strong attention to detail, analytical thinking, digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Alexandria, MN
Alexandria, Minnesota, United States
OnsiteFull Time
Requires client service, account management, administrative support, computer literacy, communication, analytical thinking, attention to detail, adaptability, and teamwork. Training is provided.
MoneyGuide, Salesforce, Microsoft Office
3d
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Part Time Branch Office Administrator - Morris, MN
Morris, Minnesota, United States
OnsitePart Time
Requires client service, account management, administrative support, computer literacy, analytical thinking, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Part Time Branch Office Administrator
Morris, Minnesota, United States
$21-$23/hr OnsitePart Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support; requires computer literacy and willingness to learn financial services tools.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator
Alexandria, Minnesota, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative and operational support, marketing coordination, and financial-services assistance while using Microsoft Office, MoneyGuide, Salesforce, and firm software.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Part Time Branch Office Administrator - Morris, MN
Morris, Minnesota, United States
OnsitePart Time
Provide client service and administrative support to financial advisors; manage account transactions, scheduling, and documentation; strong computer literacy and communication skills; willingness to learn MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office