13 client account manager jobs at 10 companies in Sheldon, IA
2w
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Inside Account Manager
Worthington, Minnesota, United States
OnsiteFull Time
Proven account management experience, strong communication and presentation skills, ability to deliver client-focused solutions, manage multiple projects with attention to detail, and willingness to travel 10-15 days annually.
5d
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Sioux Falls or South Dakota or Nebraska or Wyoming
FieldFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client management, customer service, or client support, preferably healthcare or business-to-business; Microsoft Office proficiency and project management experience.
Microsoft Office, CRM
3w
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Wealth Management Client Associate
Sioux Falls, South Dakota, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, and promote bank offerings; high school diploma required; SIE/Series exams preferred; strong communication and computer skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Sioux Falls, SD
Sioux Falls or Sioux Falls or Sioux Falls or Sioux Falls
OnsiteFull Time
2+ YOEMinimum 2 years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) and life/health/long-term care insurance licenses (required or obtainable within 60 days); goals-based planning, client acquisition, and relationship management skills.
1mo
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Tax Manager
Sioux Falls, South Dakota, United States
$100k-$125k/yr OnsiteFull Time
7+ YOE2+ MgmtCPA license, bachelor's in accounting/finance required (master's preferred),7+ years public accounting experience with ≥2 years supervisory experience, strong tax technical and client management skills.
Microsoft Office, UltraTax, Thomson Reuters
3w
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Print/Promo Account Coordinator
Sioux Falls or Minneapolis
$20-$24/hr OnsiteFull Time
2+ YOE2+ years promotional products experience preferred, strong organizational, communication, math and analytical skills, Bachelor\u0002s degree preferred, ability to manage priorities and client relationships.
Syncore, Microsoft 365
1w
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Managing Director
Harrisburg, South Dakota, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, and success in client development, planning, and relationship management. Leadership experience and FINRA licenses preferred.
1mo
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OTC Trader
Cayman Islands or San Francisco or New York City or Porto or Singapore or Sioux Falls
RemoteFull Time
3+ YOE3+ years OTC crypto trading experience, institutional client acquisition, deep market microstructure and risk management, electronic and voice trading, Python familiarity, ability to work rotations and respond to off-hour exposures.
Python
1w
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Managing Director
Lennox, South Dakota, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, leadership ability, and U.S. work authorization.
1w
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Managing Director
Dell Rapids, South Dakota, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
1w
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Managing Director
Brandon, South Dakota, United States
HybridFull Time
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, leadership ability, and US work authorization. FINRA Series 6/7 and 63/66 preferred.
3d
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Part Time Branch Office Administrator - Luverne, MN
Luverne, Minnesota, United States
OnsitePart Time
Provides client service, account management, administrative and operational support, marketing coordination, and technology assistance while learning financial services processes and firm software.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Partner Success Associate (Midwest)
Omaha or Minneapolis or Fargo or Sioux Falls or Billings or Cheyenne or Boise
$70k-$80k/yr HybridFull Time
2+ YOE2+ years in training or account management, strong presentation and communication skills, self-starter, ability to meet quota and KPIs, comfortable with in-person and virtual client engagement.
HubSpot, Zoom