5 client relationship manager jobs at 4 companies in Boscobel, WI
1d
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Senior Relationship Manager - Tax Exempt Mid-Markets
Des Moines or Chicago or Indianapolis or Dubuque
$106k-$149k/yr RemoteFull Time
Bachelor's degree, 5+ years of relevant experience, strong communication and client relationship skills, travel flexibility, FINRA 6 and 63 registrations, and required fingerprinting.
FINRA 6, FINRA 63, Family and Medical Leave (FMLA)
4w
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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
3w
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TRANSPORTATION ACCOUNT MANAGER (82203)
Dubuque, Iowa, United States
OnsiteFull Time
Client-facing insurance role requiring account servicing, risk assessment, client relationship building, accurate file documentation, and continuing insurance education.
2mo
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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.
2mo
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Personal Risk Manager (81557)
Viroqua, Wisconsin, United States
OnsiteFull Time
Sales-focused insurance role emphasizing building a personal lines book, client relationship management, and delivering tailored insurance solutions; personal lines experience and familiarity with Microsoft Office and Applied Systems EPIC preferred; bachelor’s degree or equivalent sales experience preferred.
Microsoft Office, Applied Systems EPIC