21 client relationship manager jobs at 15 companies in Cascade, IA
3mo
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Client Manager
Cedar Rapids, Iowa, United States
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years client coordination/claims management experience, or High School with 8+ years; license required; travel ~25%; preferred account/client services experience; strong relationship-building and communication skills.
CRM software, Microsoft Office, Email/communication tools
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
2w
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Client Solutions Manager (Technology)
Cedar Rapids, Iowa, United States
OnsiteFull Time
2+ YOEPreferred 2+ years of business development or IT-related experience, with client relationship, account management, closing, multitasking, and self-motivation skills.
client relationship management tools
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
3d
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Manager, Client Engagement - Retirement Operations
Cedar Rapids, Iowa, United States
$85k-$120k/yr OnsiteFull Time
8+ YOEBachelor’s degree in business or equivalent, 8 years of financial or retirement industry experience, management experience, advanced retirement and ERISA knowledge, communication, decision-making, relationship-building, and project management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Sr. Project Manager - Technology
Cedar Rapids, Iowa, United States
OnsiteFull Time
10+ YOE5+ MgmtBachelor's degree preferred; minimum 10 years in security or fire systems, 5 years estimating/managing projects; valid driver\u0002s license; strong leadership, estimating, scheduling, and client relationship skills.
2w
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Location Manager
Cedar Rapids, Iowa, United States
$75k/yr OnsiteFull Time
Proven leader with strong communication and organizational skills; college degree or equivalent experience; experience managing location operations, client relationships, independent contractor partnerships, P&L, recruiting, and claims.
1mo
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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.
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
1mo
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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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Remote Benefits Consultant
Cedar Rapids, Iowa, United States
RemoteFull Time, Part Time
Requires (or willingness to obtain) an insurance license, strong communication, self-motivation, basic computer/CRM skills, and ability to generate leads and manage client relationships.
CRM
2w
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1w
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Financial Consultant
Robins, Iowa, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field preferred experience, analytical and problem-solving skills, strong communication, client relationship management, and financial planning credentials preferred.
1w
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Financial Advisor Training Program
Cedar Rapids, Iowa, United States
$60k-$80k/yr OnsiteFull Time, Internship
Full-time student in any major with strong communication, interpersonal, time-management, critical-thinking, and client relationship-building skills; must work onsite in Cedar Rapids without sponsorship.
Series 6, Series 63, CFP
2w
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Entry Level Sales Representative
Cedar Rapids, Iowa, United States
$40k-$70k/yr FieldFull Time
Full-time insurance sales role requiring client development, lead generation, relationship management, and sales goal achievement. Insurance license preferred; bachelor's degree or equivalent experience preferred.
CRM
1mo
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Director of Sales
Cedar Rapids, Iowa, United States
OnsiteFull Time
3+ YOELead sales strategy, manage sales team, develop budgets and revenue plans, oversee client relationships; hospitality sales experience and proven leadership; bachelor's degree preferred; 3+ years hospitality sales experience.
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