42 client relationship manager jobs at 29 companies in Atlantic, IA
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Relationship and Operations Manager
Franklin Lakes or Omaha
$78k-$95k/yrHybridFull Time
Carson Group: Financial services platform for independent wealth advisors.
5+ YOERequires 5+ years in wealth management operations, client service, business operations, or financial services; Salesforce, Orion, DocuSign, Microsoft Office, and custodial platform experience; strong project management and communication skills.
Salesforce CRM, Orion Advisor Technology, Wealth Management Platforms, DocuSign, Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Microsoft Access, Schwab Advisor Center, Fidelity
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
4+ YOE4+ years banking experience, ability to source and manage business clients, perform financial and credit assessments, recommend credit and treasury solutions, and strong communication and Microsoft Office skills.
Commercial Relationship Manager II, III or Senior - Omaha
Omaha, Nebraska, United States
HybridFull Time
Bankers Trust: Privately owned bank offering personal and business financial services.
4+ YOECRM II/III/Sr levels in commercial banking with experience in originating and servicing mid-to-high complexity loan relationships; strong credit analysis, loan documentation, and regulatory knowledge; prior client calls and business development experience.
HDR: Global firm providing architecture, engineering, and environmental services.
15+ YOERequires 15+ years in the A/E/C industry, strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis.
Net Promoter Score (NPS), CRM, dashboards, analytics
Omaha or Anchorage or Phoenix or Folsom or Irvine or Los Angeles or Sacramento or San Francisco or Walnut Creek or Colorado Springs or Denver or Englewood or Washington or Jacksonville or Orlando or Tampa or Atlanta or Honolulu or Boise or Chicago or Louisville or Ann Arbor or Minneapolis or Kansas City or Billings or Missoula or Las Vegas or Reno or Lawrenceville or Newark or Albuquerque or New York City or White Plains or Charlotte or Raleigh or Cincinnati or Cleveland or Columbus or Portland or Salem or Philadelphia or Pittsburgh or Sioux Falls or Austin or Corpus Christi or Dallas or Houston or San Antonio or Vienna or Bellevue or Gillette or Seattle or San Diego or Lexington or Portland or Charleston or Des Moines or Spokane or Columbia or Nashville or Arlington or Baltimore or Mobile or Richmond or Tucson or Winston-Salem or Miami or Indianapolis or Pompton Lakes or Detroit or Fargo or Santa Fe or Oklahoma City or Norfolk or Madison or Little Rock or Charleston or Doral or Milwaukee or Overland Park
OnsiteFull Time
HDR: Global provider of engineering, architecture, environmental and construction services.
15+ YOE15+ years in A/E/C required, with strategic program leadership, executive communication, cross-functional influence, client relationship management, and qualitative and quantitative data analysis. Bachelor's degree strongly preferred.
Revolution Group: Provides comprehensive wealth management and financial advisory services.
3+ YOE3+ years in wealth management or client relationship management; strong communication, organization, and client service skills; Series 65 preferred or ability to obtain; CFP or similar a plus.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, deepen client relationships, and follow bank policies; strong computer and communication skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
McClure: Civil engineering and land surveying services for infrastructure projects.
3+ YOEBachelor's in civil engineering, 3+ years project management experience, PE preferred, ability to lead teams, prepare estimates/proposals, manage budgets and client relationships.
GrayMatter: Industrial technology solutions and automation engineering services.
5+ YOEBachelor’s degree in engineering, project management, or related field; 5–7 years of project management experience; strong scope, scheduling, financial, communication, and client relationship skills; PMP preferred.
Microsoft Office, Google Workspace, SCADA, HMI, PLC, MES
Quanta ServicesNYSE: PWR: Provides specialized infrastructure services for energy and communications.
Lead planning, execution, and delivery of large, mission-critical electrical projects; oversee scheduling, budgeting, quality, change management, and client relationships.
Microsoft Office Suite, Procore, Bluebeam, Accubid
Omaha or Sioux Center or Sioux Falls or Fort Collins
$135k-$160k/yrHybridFull Time
Interstates: Provides industrial electrical construction and automation engineering services.
7+ YOE7+ years project management in industrial, automation, infrastructure, or energy environments; experience with project financials, forecasting, scheduling, ERP systems; strong communication and client relationship skills; willingness to travel ~25%.
ADF Engineering: Provides process and facility engineering services to industrial manufacturers.
5+ YOEBachelor's degree in engineering or related field, 5+ years managing engineering projects, project budgeting/scheduling experience, client relationship management, eligibility to sit for FE exam, valid driver's license, background/drug screening.
Benesch: Provides civil engineering, structural design, and infrastructure planning services.
8+ YOEBS in Civil Engineering, PE required, minimum 8 years water resources/wastewater experience, strong design and project management skills, team leadership and client relationship management, ability to travel; hybrid schedule.
RailPros: Engineering and safety services for the rail industry.
Bachelor’s degree in business administration, project management, real estate, or a similar field, or equivalent experience; project management, railroad permitting, client relationship, and office application skills required.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe
Pando PEO: Provides HR, payroll, benefits, and compliance services to businesses.
Manage client relationships and quoting for agency and PEO lines; requires active or soon-obtainable health and life insurance license, strong communication, presentation, and organizational skills.
quoting tools, carrier portals, benefits administration systems
Strobel Energy Group: Builds and operates energy infrastructure and rail terminal facilities.
10+ YOE10+ years construction leadership experience, bachelor’s in engineering or construction management, experience with EPC contractors, strong leadership, risk and client relationship management.