19 client relationship manager jobs at 13 companies in Waterloo, 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
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
2d
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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.
2w
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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
1mo
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Lead Account Manager - Retirement
Cedar Rapids or Denver
$69k-$82k/yr HybridFull Time
8+ YOEBachelor's in business or equivalent, 8+ years customer relationship experience (including 5+ years in retirement), expert retirement plan administration knowledge, advanced Excel and MS Office proficiency, strong presentation/negotiation and client management skills.
Microsoft Office, Microsoft Excel, DocuSign
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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Int Account Manager - Employee Benefits
Cedar Rapids or Denver
$62k-$75k/yr HybridFull Time
2+ YOEBachelor’s degree or equivalent; two years insurance or client relationship experience; strong communication; detail-oriented; proficient in Microsoft Office.
Microsoft Office
3mo
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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
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
2w
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time management, critical thinking, communication, motivation, collaboration, and US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
2w
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Financial Advisor
Waterloo, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and US work authorization without sponsorship.
Financial 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.
2w
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Financial Advisor
Manchester, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and legal US work authorization without sponsorship.
Securities Industry Essentials, Series 6, Series 7, Series 63
6d
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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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