Current jobs related to Client Relationship Executive - Des Moines, Iowa - Pma Financial Network

  • Senior Client Relationship Manager

    2 days ago

    Des Moines, Iowa, United States Lockton, Inc. Full time

    Client Relationship ManagementAt Lockton, Inc., we are seeking a highly skilled Senior Client Relationship Manager to maintain and enhance our relationships with existing clients. This role involves executing proactive, creative, and ongoing contact initiatives to understand client requirements and needs. The ideal candidate will provide strategic planning...

  • Client Relationship Consultant

    3 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance on our deposit and loan products and services.Key ResponsibilitiesClient Relationship...

  • Client Relationship Consultant

    3 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    Job Title: Client Relationship Consultant 2At U.S. Bank, we're committed to helping our customers and businesses succeed. As a Client Relationship Consultant 2, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them achieve their financial goals.Key Responsibilities:Build and...

  • Client Relationship Specialist

    3 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key...

  • Client Relationship Consultant

    4 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    Job Title: Client Relationship Consultant 2At U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Client Relationship Consultant 2, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to achieve their financial goals.Key...

  • Financial Services Client Relationship Associate

    1 month ago

    Des Moines, Iowa, United States Vision Financial Group, LLC Full time

    Client Relationship AssociateVision Financial Group, LLC is seeking a skilled Client Relationship Associate to join our Paraplanning department. As a key member of our team, you will play a vital role in building strong relationships with our clients and providing exceptional service to our financial advisors.Responsibilities:Client Relationship Building:...

  • Client Relationship Specialist

    3 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you'll play a critical role in achieving this goal by providing personalized support and guidance to our customers.Key ResponsibilitiesBuild and maintain strong...

  • Client Relationship Consultant

    4 weeks ago

    Des Moines, Iowa, United States U.S. Bank Full time

    Job DescriptionAs a Client Relationship Consultant at U.S. Bank, you will play a critical role in building and fostering relationships with clients, providing them with exceptional counsel and adapting to a digital-first mindset.Key Responsibilities:Build strong relationships with clients through proactive outreach and follow-up, asking questions and...

  • Senior Sales Executive

    1 week ago

    Des Moines, Iowa, United States Ensono Full time

    Job Title: Senior Sales Executive - New ClientsWe are seeking a highly motivated and experienced Senior Sales Executive to join our team at Ensono. As a key member of our sales team, you will be responsible for driving new business growth and developing strategic relationships with clients.Key Responsibilities:Proactively identify new revenue opportunities...

  • Client Relationship Consultant

    4 weeks ago

    West Des Moines, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance on our deposit and loan products and services.Key ResponsibilitiesBuild and maintain...

  • Client Relationship Consultant

    2 weeks ago

    West Des Moines, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert advice and guidance to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...

  • Client Relationship Consultant

    4 weeks ago

    West Des Moines, Iowa, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building and maintaining strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals.Key Responsibilities:Build and foster relationships...

  • Client Director

    1 week ago

    Des Moines, Iowa, United States Optiv Full time

    About the RoleAs a Client Director at Optiv, you will be responsible for leading a cross-functional team to build and execute a multi-year strategic account management plan for key clients within a geographic territory.You will focus on selling Optiv security services and security technology solutions to a select few key strategic accounts, typically less...

  • Relationship Manager

    2 weeks ago

    West Des Moines, Iowa, United States Gilbert & Cook, Inc Full time

    About the RoleWe are seeking an experienced Relationship Manager to join our team at Gilbert & Cook, Inc. in West Des Moines, Iowa. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesSupport advisors in delivering...

  • Relationship Manager

    1 month ago

    West Des Moines, Iowa, United States Gilbert & Cook, Inc Full time

    About the RoleWe are seeking an experienced Relationship Manager to join our team at Gilbert & Cook, Inc. in West Des Moines, Iowa. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesSupport advisors in delivering...

  • Relationship Manager/ParaPlanner

    1 month ago

    West Des Moines, Iowa, United States Gilbert & Cook, Inc Full time

    Job Title: Relationship Manager/ParaPlannerAt Gilbert & Cook, Inc, we are seeking a highly skilled and detail-oriented Relationship Manager/ParaPlanner to join our team. This role plays a vital part in supporting our Advisors in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and...

  • Account Executive

    4 weeks ago

    Des Moines, Iowa, United States Lockton, Inc. Full time

    Job Summary:Lockton, Inc. is seeking a highly skilled Account Executive to maintain and enhance relationships with existing clients by executing proactive, creative, and ongoing contact initiatives. The ideal candidate will have a strong understanding of the requirements and needs of client accounts and provide strategic planning and consulting advice to...

  • Senior Account Executive

    4 weeks ago

    Des Moines, Iowa, United States SimplyFocused Full time

    Unlock Your Earning Potential with SimplyFocusedAs a Senior Account Executive at SimplyFocused, you will play a critical role in driving the growth and success of our SaaS platform. You will be responsible for identifying and capitalizing on business opportunities, developing and maintaining relationships with key stakeholders, clients, and industry...

  • Business Relationship Support Representative

    4 weeks ago

    Des Moines, Iowa, United States Wells Fargo Full time

    About this RoleWe are seeking a highly skilled Business Relationship Support Representative to join our Global Treasury Management team. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProvide support for a portfolio of customers, acting as their main point of...

  • Senior Client Solutions Executive II

    4 weeks ago

    Des Moines, Iowa, United States AlienVault Full time

    Job Description:AlienVault is a trusted provider of secure, IP enabled, cloud-based, network solutions and professional services to the Federal Government. We are dedicated to recruiting, developing and empowering a diverse, high-performing workforce that is passionate about what they do, committed to our shared values and dedicated to our customers'...

Client Relationship Executive

2 months ago

Des Moines, Iowa, United States Pma Financial Network Full time
Position Summary

The Client Relationship Executive plays a pivotal role in managing the sales and marketing initiatives for PMA Financial Network's products and services. This position entails regular travel to engage with governmental clients and foster new business relationships.

Primary Duties
  • Establish and nurture robust client connections by securing new accounts and enhancing existing ones.
  • Collaborate effectively with colleagues to meet annual objectives and performance metrics.
  • Conduct frequent interactions with clients, both face-to-face and through virtual platforms.
  • Represent PMA at various industry gatherings and conferences to showcase our services.
  • Identify and pursue fresh business prospects and collaborative ventures.
  • Efficiently manage the sales pipeline utilizing Microsoft Dynamics.
  • Stay informed on industry standards and continuously improve professional expertise.
  • Coordinate with internal departments to ensure adherence to company policies.
  • Participate in necessary training sessions and meetings.
  • Undertake additional responsibilities as directed by management.
Qualifications
  • A Bachelor's degree from an accredited institution.
  • Four to ten years of pertinent experience.
  • Experience in the financial sector or public service is preferred.
Skills and Competencies
  • Interpersonal Skills: Proven commitment to client satisfaction and proactive engagement.
  • Communication Skills: Exceptional written and verbal communication abilities in English.

Licenses and Certifications

Regulatory Licenses: SIE, Series 7, 66, and 50 or acquisition within one year of employment.