11 client relationship manager jobs at 8 companies in Lena, IL
2mo
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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
$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
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
2mo
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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.
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
4w
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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.
4w
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
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.
2w
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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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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
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Treasury Management Sales
Beloit, Wisconsin, United States
OnsiteFull Time
Expertise in treasury management and sales, strong client relationship and analytical skills, strategic thinking, bachelor's in business/finance preferred; CTP preferred.
2mo
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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
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.
CRM