Client Relationship Director

About the RoleThis is an exciting opportunity to join our team as a Market Relationship Banker and take your career to the next level. As a key member of our Community Banking Center, you will play a vital role in developing and maintaining strong relationships with our clients, helping them achieve their financial goals.You will be responsible for...

Job OverviewAmy Wakem - State Farm Agent is seeking an experienced Client Relationship Manager to join our team. As an Account Manager, you will be responsible for developing and maintaining strong relationships with existing clients, conducting policy reviews, and resolving complex customer issues.Key SkillsExcellent communication and interpersonal...

Premier Property Maintenance, Inc. is a dynamic company looking for a skilled Client Relationship Manager to join our team.Compensation and BenefitsThe position comes with a competitive salary plus commission, as well as a range of benefits including a retirement account, health insurance, a laptop, phone, and company vehicle for work use...

Client Relationship Manager Job DescriptionAmeriprise Financial is seeking a highly skilled Client Relationship Manager to join their team. In this role, you will be responsible for managing client relationships, gathering and analyzing client data, preparing financial plans, and responding to ad hoc requests. You will work closely with experienced financial...

Job SummaryThe Financial Relationship Specialist will develop and cultivate long-term client relationships by providing insight, advice, and personalized financial solutions. The ideal candidate will have a minimum of one year relationship-based client consultation and/or consultative sales experience.Key Responsibilities:Develop and grow client and...

Job OverviewDane Street, LLC is a fast-paced Inc. 500 company with a high-performance culture seeking an experienced Sales Director for Insurance Growth to drive revenue expansion in the Workers' Compensation market.The ideal candidate will possess a strong background in sales and insurance, with expertise in identifying and developing new business...

Job DescriptionDevelop Leads: Identify potential customers and develop strategies to turn them into long-lasting relationships.Schedule Appointments: Work with clients to schedule appointments and meetings to discuss their insurance needs.Maintain Customer Relationships: Build strong relationships with clients through effective communication and exceptional...

Job Title: Account AssociateCompany Overview:

Main ResponsibilitiesProvide support for BDOs/RMs in delivering products and services.Perform general administrative tasks, such as data entry, scheduling, and correspondence preparation.Collaborate with internal staff and third-party providers to process new product requests.Maintain accurate records and perform disbursement/transaction processing.We are...

Paul Davis Restoration of Greater MSP and the Northland is seeking a skilled Reconstruction Project Director to join our team. As a Reconstruction Project Director, you will be responsible for managing the renovation process, controlling and communicating the budget effectively, and ensuring compliance with standards and regulations.The estimated annual...

About the RoleThe Director of Banking Operations and Strategy will oversee all aspects of client banking production to maximize company profits. This position requires leadership, direction, and administration expertise. The ideal candidate will have a strong understanding of regulatory compliance, business development, credit underwriting, risk management,...

About the RoleWe are searching for a talented Life and Sales Performance Director to join our team at the Farmers Insurance of Minnesota - District Office. In this key position, you will drive sales growth, foster client relationships, and leverage your expertise to achieve exceptional results.Key ResponsibilitiesAnalyze agency performance data to inform...

Job SummaryAs a Customer Relationship Specialist with Kevin Kaufer - State Farm Agent, you will play a vital role in driving business growth and customer satisfaction. Your primary responsibility will be to manage client accounts, ensuring accurate information is maintained in our database. You will also assist clients with policy changes and inquiries,...

Job DescriptionWe are seeking an exceptional Account Representative to join our team at Kevin Kaufer - State Farm Agent. As a key member of our staff, you will have the opportunity to make a significant impact on the lives of our customers. By providing expert guidance and support, you will help them navigate the complexities of insurance and achieve their...

Exciting Opportunity at a Top 150 WorkplaceWe are seeking an experienced Business Tax Director to join our team. As a leading provider of CPA and advisory services, we help clients make informed decisions that contribute to their financial well-being.The successful candidate will have at least 5-10 years of public accounting experience in Tax, with a focus...

Join a dynamic team at The State of MN as a Client Relations Liaison.About the JobThis vacancy is posted to fill up to two part-time positions. These roles will be expected to work 40 hours per week for the first six weeks for training and then up to 40 hours weekly thereafter.Compensation and BenefitsThe estimated salary for this role ranges from $35,000 to...

About the RoleThe Client Services Manager will provide exceptional customer service to clients, advisors, and corporate offices. Key responsibilities include:Scribing during client meetingsDirect contact with advisors and clientsSubmitting annuity applicationsCompleting and verifying client investment transactionsThe ideal candidate will possess strong...

Job OverviewWe are a dynamic and progressive firm looking for an Accountant to join our Client Advisory Services (CAS) team. This role offers an exciting opportunity to grow your career and contribute to our success.Your Role will involve independently managing financial statements, reconciliations, forecasts/budgets, and client consulting needs for diverse...

About Genesys WorksGenesys Works is a nonprofit organization that empowers high school students to achieve career success through skills training, meaningful work experiences, and impactful relationships.Job SummaryThe Director of Development will serve as a key leadership team member and an active participant in making strategic decisions affecting Genesys...

About This OpportunityWe are seeking a highly skilled Tax Director to join our team. As a key member of our organization, you will play a crucial role in delivering proactive financial solutions to our clients.Key Responsibilities:Conduct high-level reviews of tax returnsAssist with year-end and general tax planningPerform complex tax research...