Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
K
Karl & Associates Inc
Para Planner, Client Relationship Manager
Career Insights for Client Relationship Manager
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Wisconsin data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$57,902 / year median in Wisconsin
-3% projected decline
Job Description
Busy Certified Financial Planner™ professional needs independent, assertive, very personable, strong communication skills, massively organized, entrepreneurial spirited person with computer knowledge(Outlook, Word, Powerpoint, Publisher, Etc.). Previous investment, tax preparation, and/or insurance experience preferred. Full time. Coordinating seminars/mailings, advertising, marketing, case management, tax preparation, and client relations. Offices in Janesville and Elkhorn.