26 client account manager jobs at 8 companies in Robins, IA
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Client Manager
Cedar Rapids, Iowa, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years client coordination/claims management experience, or High School with 8+ years; license required; travel ~25%; preferred account/client services experience; strong relationship-building and communication skills.
CRM software, Microsoft Office, Email/communication tools
3w
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Client Solutions Manager (Technology)
Cedar Rapids, Iowa, United States
OnsiteFull Time
2+ YOEPreferred 2+ years of business development or IT-related experience, with client relationship, account management, closing, multitasking, and self-motivation skills.
client relationship management tools
2w
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Account Manager
Mechanicsville, Iowa, United States
OnsiteFull Time
Customer service or client relationship management experience, insurance industry experience preferred, Microsoft Office proficiency, strong communication and organization skills, and ability to obtain required insurance license within 30 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
2mo
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Lead Account Manager - Retirement
Cedar Rapids or Denver
$69k-$82k/yr HybridFull Time
8+ YOEBachelor's in business or equivalent, 8+ years customer relationship experience (including 5+ years in retirement), expert retirement plan administration knowledge, advanced Excel and MS Office proficiency, strong presentation/negotiation and client management skills.
Microsoft Office, Microsoft Excel, DocuSign
2w
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Investment Client Strategy Associate
Independence, Iowa, United States
OnsiteFull Time
2+ YOEBachelor's degree in finance, business, economics, or related field; Series 7, 65, and/or 66 licenses; 2–5 years of relevant financial services experience; strong analytical, presentation, organizational, and project management skills.
Microsoft Excel, Microsoft PowerPoint
1mo
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Portfolio Manager
Iowa City, Iowa, United States
OnsiteFull Time
2+ YOEBachelor's in finance/business (graduate preferred), Series 65 or equivalent credential, 2+ years investment experience preferred, strong analytical and communication skills, Microsoft Office (Word, Excel) proficiency, ability to manage client relationships and comply with regulations.
Microsoft Word, Microsoft Excel
2w
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Financial Consultant
Robins, Iowa, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field preferred experience, analytical and problem-solving skills, strong communication, client relationship management, and financial planning credentials preferred.
3w
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1w
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Financial Advisor Training Program
Cedar Rapids, Iowa, United States
$60k-$80k/yr OnsiteFull Time, Internship
Full-time student in any major with strong communication, interpersonal, time-management, critical-thinking, and client relationship-building skills; must work onsite in Cedar Rapids without sponsorship.
Series 6, Series 63, CFP
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