10 client relationship manager jobs at 7 companies in Peru, IN
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven client relationship leadership in wealth management, expertise in investment operations, account administration, CRM and portfolio systems, strong analytical, communication, and compliance skills.
CRM, portfolio management systems
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
CRM, portfolio management platforms
3mo
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Tax Senior
Farmington Hills, Michigan, United States
OnsiteFull Time
3+ YOELead tax engagements, manage client relationships, supervise staff, perform tax research, ensure compliance and timely filings.
CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research
3w
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Director of Clinical Operations
Columbus or Anderson
OnsiteFull Time
2+ YOEMinimum 2 years practice management experience, strong analytical and communication skills, ability to manage clinic operations, staffing, payroll, compliance, and client relationships.
EMR
3w
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Outside Sales Representative
Lafayette, Indiana, United States
FieldFull Time
Valid driver’s license and reliable transportation required; prior sales experience not required; strong communication, relationship-building, time management, resiliency, and goal orientation; prospecting and client management responsibilities.
1w
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Outside Sales Representative Entry-Level
Bremen, Indiana, United States
$65k-$85k/yr FieldFull Time, Contract
Connect with local businesses, explain supplemental insurance, support enrollment, manage client relationships, attend training, and obtain a Health & Life Insurance license; no prior sales experience required.
1d
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Lead Teller
Syracuse, Indiana, United States
$19-$25/hr OnsiteFull Time
3+ YOEHigh school diploma or GED, 3+ years of client relationship and cash-handling experience, PC and Windows application knowledge, organizational skills, and ability to lead and coach tellers.
Microsoft Windows, ATM, Online Banking, Telephone Banking
2w
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Office Business Development Director
Indianapolis or Louisville or Valparaiso or Westfield
OnsiteFull Time
12+ YOEBachelor's degree and 12 years of relevant experience, or 16 years without a degree; A&E industry, client development, Indiana transportation and water practice, and INDOT relationship experience required.
4w
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Lead Teller - R-39259
Kokomo, Indiana, United States
$19-$25/hr OnsiteFull Time
3+ YOE3+ years client relationship and cash-handling experience, high school diploma/GED, ability to use Windows PC applications, strong sales and service skills, leadership and scheduling experience.
Windows, Calculator
2w
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Office Business Development Director
Indianapolis or Louisville or Valparaiso or Westfield
OnsiteFull Time
12+ YOEBachelor's degree and 12 years of relevant experience, or 16 years without a degree; A&E industry knowledge, client development expertise, Indiana transportation and water relationships, and strategic business development experience.
Sophisticated Planning Approach (SPA), Sophisticated Sales Approach (SSA)