5 client support manager jobs at 3 companies in Cedar Rapids, IA
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Work From Home - Client Support Manager
Iowa City, Iowa, United States
RemoteRemote
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Baird: Employee-owned financial services firm providing wealth and asset management.
3+ YOEHigh school diploma required; bachelor's preferred. Requires 3+ years of industry experience as a Registered Client Specialist or comparable role, supervisory experience preferred, and SIE and applicable securities licenses or ability to obtain them within one year.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver client service, manage account tasks, execute marketing activities, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
The Edelson Agency: Provides life insurance and debt elimination financial strategies.
Strong sales, customer service, and organizational skills; ability to assess client needs, explain policies, manage applications, and support claims and renewals; remote work with flexible hours.