5 assistant client manager jobs found in Fort Wayne, IN

Job Title: Accountant II - Affiliates FLSA Status: Exempt Job Family: Affiliates Department: Finance - Affiliates Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for the overall control of assigned company’s Affiliates’ financial records by controlling the input of financial transactions, verifying the accuracy of financial ledgers, providing timely and accurate management reports, and maintaining appropriate company cash levels. Also, perform and participate in financial analysis and technical reviews for existing strategic investments and proposed ventures related to the Affiliates. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Fort Wayne, IN 46805   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C...

Position Title Branch Banking - Client Consultant I   Location Fort Wayne, IN 46804   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C lient...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Account Manager to join our growing team in Ft. Wayne, IN .  The Account Manager provides account management and a high level of customer service excellence to our brokers and insureds and prospective insureds by assisting the Programs team. The Account Manager must be able to manage an organized desk and meet tight deadlines when needed, be detail-oriented, apply critical thinking and possess effective communication skills. How You Will Contribute: Respond to all inquiries within prescribed timelines; route calls elsewhere as needed. Manage renewal account list. Provide risk management and insurance guidance to custom account clients. Evaluate service requests from custom account clients and determine the best method to respond in compliance with standard industry protocols....

Job Title: Accountant I - Affiliates FLSA Status: Exempt Job Family: Affiliates - Finance Department: Affiliates - Finance Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Assist the Affiliates finance team with the company’s Affiliates’ financial records by the input of all financial transactions including the review and processing of all affiliate entities cash disbursements and deposits, verifying the accuracy of all financial ledgers, and providing timely and accurate management reports.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prepare invoices and deposits for processing along with required journal entries, enter financial transactions into the company ledgers, reconcile bank and account balances, and record...