72 client manager jobs at 23 companies in Bellevue, IA
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hr HybridFull Time
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
CRM
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
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA required, 5+ years tax experience in public accounting, knowledge of tax principles and IRS regulations, client management and staff supervision experience, authorized to work in the U.S. without sponsorship.
1mo
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Account Manager - SISCO
Dubuque, Iowa, United States
RemoteFull Time
Client-facing account management with strong verbal/written communication, Excel proficiency, responsiveness, presentation delivery, problem-solving, and renewal/reporting experience.
Microsoft Excel
1w
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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
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Account Manager
Dubuque, Iowa, United States
RemoteFull Time
Serve as primary contact for brokers/clients, respond to inquiries, prepare reporting for renewals, lead client meetings, strong communication, Excel proficiency, presentation and problem-solving skills.
Microsoft Excel
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
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Business Account Manager (81978)
Dubuque, Iowa, United States
OnsiteFull Time
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
2mo
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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.
1mo
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Store Manager Full Time
Dubuque, Iowa, United States
$18-$21/hr OnsiteFull Time
Manage store operations and staff, hire/train/schedule employees, ensure client experience and visual standards, track inventory and financial performance, and handle light maintenance and cash duties.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Claims Account Manager
Des Moines or Dubuque or United States
RemoteFull Time
3+ YOE3+ years TPA/insurance/claims experience; strong auto/general liability or workers' comp knowledge; client-facing account management, analytical and presentation skills; bachelor’s degree preferred; AIC/CPCU a plus.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
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Tax Manager
Dubuque, Iowa, United States
HybridFull Time
5+ YOEBachelor's in Accounting, CPA or EA, 5-7 years public accounting tax experience, extensive tax knowledge, client relationship and supervisory experience, and ability to perform tax planning and special projects.
2w
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Workforce Absence Team Lead - Coding Team
Dublin or Dubuque
OnsiteFull Time
6+ YOE2+ MgmtSupervise multiple examiner teams for disability claims, perform quality reviews, analyze reports, manage client communication; requires six years claims experience and two years supervisory experience preferred, bachelor\u0002s degree preferred.
Microsoft Office
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.
3mo
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Commercial Loan Officer
Davenport, Iowa, United States
OnsiteFull Time
2+ YOEEvaluate credit, structure loans, grow commercial lending, manage portfolios, and build client relationships.
Credit analysis, Loan origination systems, Microsoft Office
1w
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Branch Office Administrator
Elizabeth, Illinois, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology use while supporting financial advisors.
MoneyGuide, Salesforce, Microsoft Office
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Staff Engineer
Freeport, Illinois, United States
$70k-$85k/yr OnsiteFull Time
Civil/municipal/land development or environmental engineering experience; apply standard engineering practices, work with clients and project managers, and develop leadership skills.
1w
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Branch Office Administrator - Elizabeth, IL
Elizabeth, Illinois, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Experienced Transportation and/or Municipal Engineer
Dubuque or Davenport
OnsiteFull Time
4+ YOEB.S. in Civil Engineering, 4+ years transportation/municipal design experience, PE licensure (IA and/or WI or ability to obtain), strong client communication and project management skills.
3w
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BB Relationship Officer II
Dubuque, Iowa, United States
$68k-$100k/yr OnsiteFull Time
5+ YOEManage and grow business banking client relationships, originate and underwrite credit, analyze financial statements, and generate new business; requires 5+ years business banking sales experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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