8 client relationship manager jobs at 6 companies in Eldora, IA
13h
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Wealth Management Client Relationship Manager
Frisco or Fargo or Ames or Charlotte or Overland Park or Omaha
$71k-$81k/yr OnsiteFull Time
2+ YOERequires 2+ years of client relationship experience, financial services knowledge, investment and financial planning understanding, and Series 7 plus Series 63/65 or 66 and life and health insurance licensing within 120 days.
1mo
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Wealth Management Client Relationship Manager
Dallas or Frisco or Charlotte or Omaha or Fargo or Ames
$63k-$88k/yr OnsiteFull Time
2+ YOE2+ years building client relationships; FINRA registrations (Series 7 and Series 63/65/66); life & health insurance license within 120 days; university degree preferred; knowledge of investment products and financial planning.
1d
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Account Manager
Parkersburg, Iowa, United States
OnsiteFull Time
Manage a book of business, maintain client relationships, pursue account growth and retention; desire to obtain required insurance license within 30 days; strong customer service and communication skills; proficiency with Microsoft Office and EPIC.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, EPIC
2mo
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Account Manager - State Farm Agent Team Member
Clarion or Hampton
$18k-$36k/yr OnsitePart Time
Sales experience preferred; strong client relationship skills; excellent communication; customer service oriented.
2mo
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Market Development Manager
Cedar Falls, Iowa, United States
OnsiteFull Time
5+ YOEFive+ years in commercial construction/sales or architectural/engineering; 3+ years business development; strong leadership, communication, and CRM skills; ability to build long-term client relationships.
CRM software
3mo
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Senior Account Executive
Ames, Iowa, United States
$149k/yr HybridFull Time
Sell advertising through local publications, build client relationships, and manage territory with hybrid in-person/home office.
4w
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Director of Nutrition Services
Waterloo, Iowa, United States
OnsiteFull Time
3+ YOE1+ MgmtManage district child nutrition program, ensure HACCP and regulatory compliance, supervise kitchen staff, manage budgets, and maintain client relationships. Requires HS diploma, 3+ years foodservice experience, and supervisory experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Point of Sale (POS), Applicant Tracking System, HACCP
3w
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Wealth Management Advisor - Ames, IA
Ames, Iowa, United States
OnsiteFull Time
5+ YOE5+ years managing a book of business or affluent client relationships; FINRA Series registrations (7,63,65,66); resident life and health insurance license; CFP or CFA preferred; university degree preferred; obtain required licenses within 120 days.