24 client account manager jobs at 9 companies in Waterloo, IA
3mo
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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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Account Manager
Parkersburg, Iowa, United States
OnsiteFull Time
Manage a book of business, maintain client relationships, pursue account growth and retention; desire to obtain required insurance license within 30 days; strong customer service and communication skills; proficiency with Microsoft Office and EPIC.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
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
1mo
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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
2mo
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Account Manager - State Farm Agent Team Member
Clarion or Hampton
$18k-$36k/yr OnsitePart Time
Sales experience preferred; strong client relationship skills; excellent communication; customer service oriented.
1w
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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
5d
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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
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
6d
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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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