6 client relationship manager jobs at 6 companies in Freeport, IL
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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
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.
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Trilon Group: Providing engineering and design services for community infrastructure.
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.
Bank FirstNASDAQ: BFC: Providing commercial and retail banking services in Wisconsin.
Expertise in treasury management and sales, strong client relationship and analytical skills, strategic thinking, bachelor's in business/finance preferred; CTP preferred.
Advanced Market Insurance Agents-High Level Strategy for Serious Professionals
Raleigh or Randallstown or Rapid City or Reno or Richmond or Roanoke or Rock Hill or Rockford or Rockville or Rogersville or Rolesville or Rome
RemoteFull Time, Part Time
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires valid insurance license or willingness to obtain, strong communication, self-motivation, basic CRM/computer skills, and ability to generate leads and manage client relationships.