163 client manager jobs at 46 companies in Lena, IL
1w
Save
Mark Applied
Hide
1w
Client Partnership Manager
Loves Park or Rockford
$75k/yrOnsiteFull Time
Great Lakes Industrial: Provides custom sealing solutions and distribution for equipment manufacturers.
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.
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
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.
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
JP Cullen: Full-service construction and general contracting firm.
6+ YOEBachelor's in construction/engineering or apprenticeship plus at least 6 years estimating or project management experience; leadership, estimating, budgeting, client relations, and proposal skills.
J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term care insurance license required (or obtained within 60 days); CFP and bachelor’s degree preferred.
Ohnward Bancshares: Iowa-based bank holding providing diverse financial services
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
ValmetNasdaq Helsinki: VALMT: Provides process technologies and automation systems for industrial manufacturing.
4+ YOEBachelor's in business or engineering preferred; 4+ years related experience (or 10+ years equivalent); client and project management skills; ability to travel 30–50%.
Quest Food Management Services: Provides on-site dining and catering services for schools.
3+ YOE3+ years food service management experience, budget and food safety leadership, MS Office proficiency, strong client relations and team leadership, ability to meet state/local food service manager certification.
CJ Haase Veterinary & Immunology Services: Provides comprehensive veterinary medical and immunology services for animals.
Manage hospital operations including staff, finances, and client service; Bachelor’s in business or related field; Certified Veterinary Practice Manager desirable.
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
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.
SISCO: Provides third-party benefit administration and health management for employers.
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.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
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.
Trilon Group: Providing engineering and design services for community infrastructure.
8+ YOE2+ MgmtPE license, 8 years engineering experience with 2+ years project management, bachelor’s or master’s in civil engineering preferred, wastewater and biosolids/anaerobic digestion expertise, IL EPA familiarity, client management, strong communication and analytical skills.
Buff City Soap: Retailer of handmade, plant-based soaps and personal care products.
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
Eide Bailly: A certified public accounting and business advisory firm.
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.