13 client account manager jobs at 7 companies in Peru, IN
3mo
Save
Mark Applied
Hide
Insurance Account Manager
Lafayette, Indiana, United States
$45k-$63k/yr OnsiteFull Time
Licensed insurance professional with strong sales and client service skills. High school diploma required; AS/BS preferred. Property & Casualty license required. Experience in selling and servicing insurance preferred.
3w
Save
Mark Applied
Hide
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.
2mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Tax Senior
Farmington Hills, Michigan, United States
OnsiteFull Time
3+ YOELead tax engagements, manage client relationships, supervise staff, perform tax research, ensure compliance and timely filings.
CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
1mo
Save
Mark Applied
Hide
Managing Director
Warsaw, Indiana, United States
HybridFull Time
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; proven client development and leadership; U.S. work authorization required.
1mo
Save
Mark Applied
Hide
Managing Director
Noblesville, Indiana, United States
HybridFull Time
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; demonstrated client development, leadership, and team-building skills; U.S. work authorization required.
2d
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Branch Office Administrator
Marion, Indiana, United States
$21-$23/hr OnsiteFull Time
Strong client service, account management, administrative, communication, analytical, and computer skills; ability to work independently and learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator - Huntington, IN
Huntington, Indiana, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, communication, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
Save
Mark Applied
Hide
Branch Office Administrator
Lafayette, Indiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support for financial advisors; requires computer literacy and strong communication skills.
MoneyGuide, Salesforce, Microsoft Office
3w
Save
Mark Applied
Hide
Branch Office Administrator
Marion, Indiana, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and technology support; requires analytical thinking, attention to detail, adaptability, communication, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
2w
Save
Mark Applied
Hide
Branch Office Administrator - Marion, IN
Marion, Indiana, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office