43 client relationship manager jobs at 37 companies in Beloit, WI
1mo
Save
Mark Applied
Hide
Client Relationship Coordinator - Private Wealth
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
$34k-$60k/yr HybridFull Time
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.
Salesforce CRM
1mo
Save
Mark Applied
Hide
Business Banking Relationship Manager (RM)
Janesville, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years business banking experience (levels vary 3–8+ years), strong credit analysis and prospecting skills, proven sales track record, BA preferred, ability to develop and service business client relationships.
2mo
Save
Mark Applied
Hide
Relationship Banker
Schaumburg or Arlington Heights or Elk Grove Village or Crystal Lake or Aurora or Geneva or Mount Prospect or Des Plaines or Hanover Park or Glendale Heights
$25-$28/hr OnsiteFull Time
Engage clients in branch, educate on self-service tools, process cash transactions, build relationships to meet financial needs; strong communication, critical thinking, and time management skills required.
ATM, online banking, mobile banking
2mo
Save
Mark Applied
Hide
Small Business Relationship Manager, VP
Hales Corners or Waterford or Mequon or Twin Lakes
$68k-$116k/yr OnsiteFull Time
2+ YOEBachelor's in business/finance/accounting or equivalent, 2+ years commercial/business banking or B2B sales experience, experience developing client relationships and generating new business, valid driver's license/reliable transportation (if applicable).
1mo
Save
Mark Applied
Hide
Relationship Banker (Hilldale Branch)
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOEAssociate degree required (Bachelor's preferred), minimum 3 years related experience, consumer lending knowledge preferred, proven leadership skills, ability to cross-sell products and manage client relationships.
2w
Save
Mark Applied
Hide
Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
Project Manager
Madison, Wisconsin, United States
FieldFull Time
3+ YOE3+ years utility vegetation management or related operational experience with leadership; experience managing budgets, schedules, resources, client relationships; valid driver's license; ability to travel; Microsoft Office and GIS proficiency.
Microsoft Office, GIS
1w
Save
Mark Applied
Hide
Controller and Client Advisory Manager
Madison, Wisconsin, United States
HybridFull Time
5+ YOEBachelor's in Accounting/Finance, 5+ years accounting experience, supervisory experience, strong financial reporting and advisory skills, familiarity with QuickBooks Online, client relationship and communication skills.
QuickBooks Online
1w
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yr OnsiteFull Time
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.
4d
Save
Mark Applied
Hide
General Manager
Loves Park, Illinois, United States
$80k-$95k/yr OnsiteFull Time
Proven leadership in contract or hospitality services, client relationship management, budget and financial oversight, ability to lead managers, and implement operational improvements; bachelor’s degree preferred.
1mo
Save
Mark Applied
Hide
Portfolio Manager - Treasury Management
Madison, Wisconsin, United States
OnsiteFull Time
Client-focused commercial banking professional with treasury management and cash management knowledge, strong relationship, analytical, communication, and organizational skills.
3w
Save
Mark Applied
Hide
Project Manager
Bristol, Wisconsin, United States
OnsiteFull Time
7+ YOE7+ years construction experience, bachelor’s degree preferred; experience leading construction teams, managing contracts, cost forecasting, QA/QC, and client relationships.
1mo
Save
Mark Applied
Hide
Marketing Manager
Madison, Wisconsin, United States
RemoteFull Time
3+ YOE3+ years in strategic marketing (agency experience preferred). Strong client relationship, communication, project management, and data-driven digital marketing skills (SEO, email, advertising, social media).
1mo
Save
Mark Applied
Hide
Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
3w
Save
Mark Applied
Hide
Tax Manager
Goodyear or Phoenix or Chandler or Baraboo or Black Earth or Fort Atkinson or Mauston or Marshfield or Portage or Reedsburg or Sauk City or Sun Prairie or Tomah or Wausau or Wisconsin Dells or Scottsbluff or Kimball or Durango
HybridFull Time
3+ YOE3+ years public accounting tax experience; bachelor\u0002s in accounting preferred or equivalent; CPA preferred or ability to attain; client relationship and tax preparation skills.
1w
Save
Mark Applied
Hide
Sr Electrical Project Manager
Madison, Wisconsin, United States
OnsiteFull Time
15+ YOEPE license required; bachelor’s in electrical engineering; 15+ years experience preferred; project management, budgeting, scheduling, client relationship, leadership, and business development skills.
Revit, AutoCAD, Bluebeam, Microsoft Office
4d
Save
Mark Applied
Hide
Accountant Business Advisor (Account Manager)
Antioch, Illinois, United States
$75k/yr RemoteFull Time
5+ YOE5+ years public accounting with tax focus, experience managing client relationships and teams, CPA or EA required (or commitment to obtain), proficient with tax research and business consulting.
Microsoft Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Qount
1mo
Save
Mark Applied
Hide
Senior Project Manager - Wastewater
Rockford, Illinois, United States
$140k-$180k/yr HybridFull Time
10+ YOEPE license required, 10+ years project management experience, bachelor's or master's in civil engineering preferred, wastewater experience and Illinois EPA familiarity, business development and client relationship skills, strong communication and analytical ability.
CAD
3w
Save
Mark Applied
Hide
Wealth Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
5+ YOECFP and bachelor’s degree required, 5+ years wealth advisory experience, strong investment and portfolio knowledge, client relationship and referral growth experience, proficiency with CRM and planning tools.
Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney
1mo
Save
Mark Applied
Hide
Sr. Manager, Strategic Customer Programs
Rockford or Colorado
$158k-$237k/yr RemoteFull Time
Experience working with large commercial OEM customers, program or program management experience preferred, deep understanding of commercial aircraft architectures and technology lifecycles, strong strategic planning and client relationship skills.
Explore Jobs