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6 client account manager jobs at 6 companies in Pinehurst, ID

3d
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Client Relationship Manager
Coeur d'Alene, Idaho, United States
OnsiteFull Time
Glacier Bancorp
Glacier BancorpNYSE: GBCI: Regional bank holding providing commercial and consumer banking services.
5+ YOEHigh school diploma, 5+ years client-focused banking or professional services experience, supervisory experience, strong relationship-building and communication skills, ability to recommend financial products.
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2w
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Client Manager - Business Insurance
Coeur D'Alene, Idaho, United States
OnsiteFull Time
Marsh McLennan Agency
Marsh McLennan Agency: Provides insurance brokerage, risk management, and benefits consulting services.
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
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2d
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Wealth Management Client Associate
Spokane Valley, Washington, United States
$20-$26/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
High school diploma or equivalent required (BA preferred). Experience in investment industry preferred. FINRA SIE/Series 6/7/63 and life/variable life/health/disability licenses required for incentives. Proficient with Microsoft Office; strong communication and analytical skills.
Microsoft Office
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2w
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J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
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2mo
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Financial Solutions Advisor Registration Candidate- Columbia South Basin
Seattle or Spokane or Kennewick or Renton or Coeur d Alene
$29-$34/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Obtain securities licenses (SIE, Series 7, Series 66); build client relationships; manage time; and meet regulatory requirements; 1+ year financial services or sales preferred; bilingual Mandarin desired.
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2w
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Branch Office Administrator - Hayden, ID
Hayden, Idaho, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, account management, administrative and operational support; strong analytical, attention to detail, communication, and digital tool skills (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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