138 client relationship manager jobs at 70 companies in Waterloo, IL
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
5+ YOE5+ years relevant experience (RIA client service/operations preferred); Bachelor's (business/finance) preferred; Series 7 & 66 strongly preferred or obtainable within 6 months; Microsoft Office proficiency; strong communication and organizational skills.
CognizantNasdaq: CTSH: Provides IT consulting and digital business process services.
10+ YOERequires 10+ years in client-facing consulting or IT account management, BFS experience, $15M+ client P&L management, executive communication, and a bachelor's degree. MS or MBA preferred.
Rockefeller Capital Management: Provides financial advisory and wealth management for wealthy clients.
5+ YOE5+ years relevant experience preferred, bachelor's degree preferred, Series 7 and 66 strongly preferred or obtainable within 6 months, proficiency in Microsoft Office, strong communication and organizational skills.
First State Community Bank: Community-focused personal and business banking and financial services.
2+ YOERelationship-driven advisor experience; 2+ years financial services/banking/wealth management preferred. Series 7 and 66, Life/Health/Annuity licenses (or ability to obtain), CRM and financial planning software experience, strong communication and organization.
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Circle of Care St. Louis: Non-profit providing in-home care for seniors and disabled individuals.
2+ YOEExperience in home care or staffing coordination; strong scheduling, organizational, multitasking; strong communication and leadership; reliable transportation.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, organization, client service, writing, collaboration, time management, and multitasking abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, strong organization, writing, interpersonal, client service, time management, and collaboration skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Edward Jones: Provides personalized financial advice and wealth management services.
5+ YOEBachelor's degree in business or related field or equivalent experience; proficiency in Microsoft Office 365; 5+ years of relevant financial services or client support experience preferred.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Arizona or Tempe or Missouri or St. Louis or United States
HybridFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Bachelor's degree or equivalent experience; proficiency with Microsoft Office 365; 5+ years financial services or client support experience preferred; Series 7 and 66 advantageous; strong communication and problem-solving skills.
Microsoft Office 365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams
Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yrOnsiteFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
2+ YOEManage client accounts, service delivery, and profitability; build relationships; analyze billing and performance; collaborate with executives and care teams.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years client management experience; successful completion of FINRA Series 7 and 66 (or 63 and 65); knowledge of banking/financial services; strong communication and client relationship skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Dallas or Fort Worth or St. Louis or Tulsa or California
$140k-$150k/yrRemoteFull Time
CareATC: Provides employer-sponsored primary care and population health management services.
Client success or account management experience, business acumen, budget and planning skills, data analysis, communication, negotiation, relationship-building, and willingness to travel; CRM experience preferred.