HiringCafe
Join our community

43 client account manager jobs at 21 companies in Oshkosh, WI

1mo
Save
Mark Applied
Hide
Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
Courser
Courser: Provides managed IT services through a network of partner companies.
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
Job PostingView all
1mo
Save
Mark Applied
Hide
Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
American Fidelity
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
Job PostingView all
1w
Save
Mark Applied
Hide
Key Account Manager - Jeweler Solutions
Neenah, Wisconsin, United States
OnsiteFull Time
Jewelers Mutual
Jewelers Mutual: Provides insurance and risk management for the jewelry industry.
4+ YOEBachelor's degree and 4+ years client or account management experience; experience with Salesforce and MS Office; ability to travel ~15%; strong communication and relationship-building skills.
Salesforce, Microsoft Office
Job PostingView all
2mo
Save
Mark Applied
Hide
Account Manager - Commercial Lines
Waukesha or Neenah or West Bend
OnsiteFull Time
R&R Insurance Services
R&R Insurance Services: Independent agency providing commercial, personal, and employee benefits insurance.
3+ YOE3+ years insurance service experience in commercial lines, active Property & Casualty license, strong client service and communication skills, proficiency with Microsoft Office and insurance software.
Microsoft Office, insurance software
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
Job PostingView all
2mo
Save
Mark Applied
Hide
Account Executive
Green Bay or Milwaukee
$125k-$175k/yr HybridFull Time
Aon
AonNYSE: AON: Provides risk management, insurance brokerage, and human capital consulting.
5+ YOE5+ years insurance risk and account management experience, active Property & Casualty license, ability to manage large multinational clients and $3.5M–$5M books, strong sales and leadership, Microsoft Office proficiency, bachelor's degree or equivalent experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Job PostingView all
3mo
Save
Mark Applied
Hide
Strategic Account Manager - Geotech Construction
Green Bay, Wisconsin, United States
$120k-$150k/yr RemoteFull Time
GeoStabilization International
GeoStabilization International: Provides emergency geohazard mitigation and slope stabilization construction services.
5+ YOE5-10 years in heavy civil/geotechnical construction with estimating, preconstruction, or pursuit leadership; Bachelor's in Civil Engineering/Geology or related field; willingness to travel 50%; proven sales and client development capability.
Job PostingView all
2mo
Save
Mark Applied
Hide
Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Cumulus Media
Cumulus MediaOTCQB: CMLS: Operates local radio stations and national audio media networks.
Outside sales role requiring prospecting, client relationship management, sales presentations, negotiation and closing; proficiency with Microsoft Office, CRM, and social platforms; strong communication and self-motivation.
Microsoft Office, CRM, social networking platforms
Job PostingView all
2w
Save
Mark Applied
Hide
Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Cumulus Media
Cumulus MediaOTCQB: CMLS: Operates radio stations and provides audio advertising solutions.
Outside sales role managing client relationships, prospecting new business, creating integrated marketing solutions, negotiating and closing deals; proficient with Microsoft Office and CRM; strong communication and presentation skills.
Microsoft Office
Job PostingView all
2mo
Save
Mark Applied
Hide
Outsourced Accounting Manager
Madison, Wisconsin, United States
HybridFull Time
Berndt CPA
Berndt CPA: Provides accounting, tax planning, and advisory services to businesses.
5+ YOECPA or EA required; 5+ years accounting experience with tax and client-facing responsibilities; proficient in cloud accounting platforms (QuickBooks Online).
QuickBooks Online, Bill.com, FinOptimal, Fathom
Job PostingView all
3w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) required/obtainable, life/health/long-term care insurance license required/obtainable; CFP and bachelor’s degree preferred.
Job PostingView all
2mo
Save
Mark Applied
Hide
Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
Annex Wealth Management
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
Job PostingView all
1mo
Save
Mark Applied
Hide
Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
Job PostingView all
4d
Save
Mark Applied
Hide
Accounting Senior (CAAS - Technology Inudstry)
Green Bay or Madison
OnsiteFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOERequires 2 years of relevant accounting or financial experience and a bachelor's degree, with client accounting, reconciliations, financial statements, tax forms, and supervisory responsibilities.
Job PostingView all
4w
Save
Mark Applied
Hide
Branch Office Administrator - Fond Du Lac, WI
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account administration, perform administrative and operational support, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
Job PostingView all
3mo
Save
Mark Applied
Hide
Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
Job PostingView all
1mo
Save
Mark Applied
Hide
Managing Director
De Pere, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.
Job PostingView all
2mo
Save
Mark Applied
Hide
Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
Job PostingView all
1w
Save
Mark Applied
Hide
Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
Job PostingView all
1mo
Save
Mark Applied
Hide
Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
5+ YOEBachelor's or equivalent, 5+ years client-facing wealth management experience, active Series 7 and Series 66 (or equivalent), CFP preferred, strong planning, investment, compliance, and business development skills.
CRM, Microsoft Office Suite
Job PostingView all

Explore Jobs

Expand Your Job Search