17 client success manager jobs at 3 companies in Cedar Rapids, IA

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Customer Service Manager (Coffee Services) Cedar Rapids, IA
Cedar Rapids, Iowa, United States
FieldFull Time
Canteen
Canteen: Compass-owned workplace foodservice providing vending, markets, coffee, pantry, and dining programs to businesses.
3+ YOERequires 3+ years in customer service, customer success, account management, client retention, or food/retail management; Excel skills, driver's license, local travel ability, and strong communication skills.
Microsoft Excel
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
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
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Financial Advisor
Cedar Rapids, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
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
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Financial Advisor
Waterloo, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
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
3w
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Financial Advisor
Manchester, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
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
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Financial Advisor
Coralville, Iowa, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, entrepreneurial ambition, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
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Managing Director
Iowa City, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
2w
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Managing Director
Cedar Rapids, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
2w
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Managing Director
Marion, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development and planning success, and leadership experience or interest in mentoring advisors.
2w
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Managing Director
Hiawatha, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
2w
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Managing Director
North Liberty, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services with a growing personal practice, active Life and Health License, client development success, leadership ability, and U.S. work authorization; FINRA licenses preferred.
2w
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Managing Director
Iowa City, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health license, client development success, and leadership experience. Series 6/7 and 63/66 licenses preferred.
2w
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Managing Director
Cedar Rapids, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health license, client development and planning success, and leadership ability. Series 6/7 and 63/66 preferred.
2w
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Managing Director
Waterloo, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active Life and Health License, client development and planning success, and leadership experience or interest. Series 6/7 and 63/66 preferred.
2w
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Managing Director
Evansdale, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, an active life and health license, client development and planning success, leadership ability, and U.S. work authorization. Series 6/7 and 63/66 licenses preferred.
2w
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Managing Director
Robins, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services, a growing personal practice, active life and health license, client development success, leadership ability, and U.S. work authorization. FINRA Series 6/7 and 63/66 preferred.
2w
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Managing Director
Marion, Iowa, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Financial services firm providing wealth management and insurance solutions.
3+ YOERequires 3+ years in financial services with a growing personal practice, an active life and health license, client development success, leadership ability, and US work authorization. FINRA Series 6/7 and 63/66 preferred.
401(k)

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