29 client account manager jobs at 13 companies in Solon, 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
2w
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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
1w
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Insurance Account Manager
Eldridge, Iowa, United States
$45k-$52k/yr OnsiteFull Time
Account management experience, strong communication, negotiation, organization, CRM and Microsoft Office proficiency, valid driver's license, insurance, and ability to manage multiple client projects.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Pipedrive, Asana, AM-Epic, CRM
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
3mo
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Account Manager - State Farm Agent Team Member
Eldridge, Iowa, United States
OnsiteFull Time
Experience in sales and client relationship management; excellent communication and customer service orientation.
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
1w
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Operations and Client Relationship Coordinator
Maquoketa, Iowa, United States
OnsiteFull Time
Requires accuracy, organization, computer proficiency, professional communication, phone confidence, discretion with confidential information, and ability to manage multiple tasks; associate degree and relevant experience preferred.
Laserfiche, Microsoft Word, Microsoft Excel, Cambridge Investment Research
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
1w
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Customer Service Manager (Coffee Services) Cedar Rapids, IA
Cedar Rapids, Iowa, United States
FieldFull Time
3+ YOERequires 3+ years in customer service, customer success, account management, client retention, or food/retail management; Excel skills, driver's license, local travel ability, and strong communication skills.
Microsoft Excel
1mo
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Branch Office Administrator - Muscatine, IA
Muscatine, Iowa, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, process account transactions, manage scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1w
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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.
2w
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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
1mo
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Branch Office Administrator
Muscatine, Iowa, United States
$21-$23/hr OnsiteFull Time
Strong client service, account management, administrative, communication, analytical, organizational, teamwork, and computer skills; willingness to learn financial services and firm-provided technology.
MoneyGuide, Salesforce, Microsoft Office
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