21 client account manager jobs at 11 companies in Sterling, IL
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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
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Client Partnership Manager
Loves Park or Rockford
$75k/yr OnsiteFull Time
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
Zoho, ERP, Microsoft Office, Microsoft Outlook
2mo
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GIS National LLC - Account Manager
Morris, Illinois, United States
OnsiteFull Time
1+ YOEMaintain and grow broker client relationships; provide prompt service; understand products; coordinate with brokers, clients, and carriers; onsite meetings; manage enrollments and system setups; train administrators.
Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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J.P. Morgan Wealth Management - Private Client Advisor - Rockford, IL
Rockford, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
digital technology
2mo
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Director of Accounting
Rockford, Illinois, United States
$130k-$180k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's in accounting/business required; active CPA preferred; 10+ years accounting/business advisory experience; 5+ years management experience; experience with write-up, bookkeeping, payroll, and client-facing advisory; proficiency with QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, and Microsoft Office.
QuickBooks Online, Accounting CS, UltraTax, Practice CS, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Non-Reg On-Caller - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3mo
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CAAS - Market Facing CFO (Nonprofit Industry)
Maumee or O'Fallon or Dixon or Bloomington or Chicago or Findlay or Canton or Peoria or Champaign or Akron
$127k-$228k/yr OnsiteFull Time
8+ YOE8+ years in accounting/finance with deep nonprofit specialization; bachelor’s required; CPA highly preferred; experience building/managing teams and business development; working knowledge of QuickBooks, Intacct, and Bill.com; ability to travel to client sites.
QuickBooks, Intacct, Bill.com
3mo
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Trust Officer
Bettendorf, Iowa, United States
$85k-$115k/yr OnsiteFull Time, Part Time
3+ YOESenior relationship manager responsible for administration of trust, estate, and wealth management for high-net-worth clients.
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Financial Advisor
Bettendorf, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, strong communication and time management, critical thinking, motivation, and legal US work authorization without sponsorship.
proprietary planning software
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Non-Reg On-Caller
Rockford, Illinois, United States
$20/hr OnsitePart Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing coordination, and technology assistance for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
3w
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Senior Fiduciary Advisor
Moline, Illinois, United States
$105k/yr OnsiteFull Time
8+ YOEBachelor's degree in business, finance, or related field, 8+ years of trust administration or estate planning, strong client development skills, communication abilities, and Microsoft 365 proficiency.
Microsoft 365
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Territory Field Lead
Bettendorf, Iowa, United States
$50k-$55k/yr FieldFull Time
2+ YOERequires 2+ years of sales and client-facing experience, territory travel, valid driver's license, and motor vehicle record eligibility. Bachelor's degree and wireless, retail, training, or account management experience preferred.
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