772 client management jobs at 253 companies in Racine, WI
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Registered Wealth Management Client Associate
Northbrook, Illinois, United States
$25-$45/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (or 63+65), strong industry knowledge, client service skills, attention to detail, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Waukesha County Technical College: Public college providing vocational and technical higher education.
1+ YOERequires a bachelor's degree or associate degree with two years of related experience, data systems experience, higher education experience, project management, data analysis, database management, and Microsoft Office proficiency.
Technolutions Slate, Microsoft Windows, Microsoft Office, Ellucian, Banner, Microsoft Excel, Microsoft Word, Microsoft Outlook, Zoom
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds or will obtain SIE, Series 7 and Series 66 (63/65 acceptable), 1+ years experience, advanced industry knowledge, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree, 5 years of related experience, and an insurance license required. Requires client management, data presentation, project planning, pricing, profitability, and leadership skills.
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yrHybridFull Time
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
5+ YOEBachelor's degree, insurance industry experience, and 5+ years managing client relationships are required, preferably in transportation or commercial insurance. Strong project management, communication, analytical, and stakeholder-management skills needed.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years' relevant experience; strong banking product knowledge, consultative sales, relationship management, and decision-making; FINRA Series 7/66 and Life & Health Insurance preferred.
Mariani Premier Group: Provides luxury residential and commercial landscape design and maintenance.
2+ YOE2+ years sales experience (preferably landscaping), knowledge of plant materials and installation, client relationship management, proposal and contract preparation, and strong communication skills.
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yrHybridFull Time
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
5+ YOEBusiness-related degree preferred, 5+ years professional experience, strong negotiation and relationship skills, proficient in Microsoft Office and CRM (Salesforce). CPA and MBA are a plus.
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Provides exceptional client service, recruits clients, manages appointments and records, processes payments, dispenses prescriptions, sells retail products, and educates clients about pet health and wellness plans.
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
McLean or Chicago or Riverwoods or New York City or Richmond
$187k-$257k/yrOnsiteFull Time
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
5+ YOEBachelor's degree or military experience; 5+ years in data governance, risk management, and internal business client support. Strong analytical, strategic, communication, and stakeholder leadership skills required.
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yrHybridFull Time
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI
Racine, Wisconsin, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; life/health/long-term-care insurance license required; CFP preferred.
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
9+ YOEBachelor's in business or operations required, 9+ years program/project management experience, 5+ years in financial services preferred, proven delivery leadership, ability to lead teams of 10+, strong data-driven reporting and communication.
Chicago or DuPage County or Will County or Lake County or Cook County
$80k-$88k/yrFieldFull Time
Honor Technology: Provides technology and professional care services for in-home senior care.
1+ YOERequires 1+ year in a consultative client-facing role, measurable client outcomes, relationship management, structured conversations, cross-functional collaboration, accurate documentation, reliable transportation, and 75% field work.