9 client account manager jobs at 5 companies in Augusta, ME

1mo
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Future Territory Account Manager
Lewiston, Maine, United States
$150k-$600k/yr FieldFull Time
EquipmentShare
EquipmentShareNasdaq: EQPT: Provides construction equipment rental and fleet management technology solutions.
Proven outside sales experience with demonstrated sales track record, ability to manage territory, build and retain client accounts, lift up to 50 lbs, and use CRM systems.
Customer Relationship Management (CRM), T3
5d
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Commercial Lines Account Manager
Augusta, Maine, United States
$45k-$65k/yr OnsiteFull Time
United Insurance
United Insurance: Independent insurance agency providing personal and business coverage solutions.
1+ YOEState property and casualty license required; 1–5 years of experience preferred. High school diploma required, with Microsoft Office, EPIC, communication, multitasking, and client relationship skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, EPIC
2mo
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Accounting & Advisory Associate
Yarmouth, Maine, United States
$75k-$90k/yr HybridFull Time
TCV Trust & Wealth Management
TCV Trust & Wealth Management: Independent firm providing trust, estate, and wealth management services.
3+ YOE3–7 years public accounting experience (audit/financial statement work preferred). CPA or active CPA candidate preferred. Strong client service, communication, organization, and ability to manage multiple priorities; comfortable with technology.
2mo
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Bookkeeper
Lewiston, Maine, United States
HybridFull Time, Part Time
TCV Trust & Wealth Management
TCV Trust & Wealth Management: Independent firm providing trust, estate, and wealth management services.
5+ YOE5+ years as a full-charge bookkeeper, QuickBooks/QuickBooks Online and Microsoft Office/Adobe proficiency, strong accuracy, time management, multitasking, and client communication skills.
QuickBooks, QuickBooks Online, Microsoft Office, Adobe
3w
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Branch Office Administrator - Bath, ME
Bath, Maine, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage client accounts, perform administrative and operational support, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Treasury Management Services Specialist I
Gardiner, Maine, United States
$19-$28/hr HybridFull Time
Camden National Bank
Camden National BankNASDAQ: CAC: Provides community banking, commercial lending, and wealth management services.
2+ YOEProvide customer support for treasury products, implement services, train clients, troubleshoot online banking and RDC issues; 2+ years customer service/treasury/operations experience; strong communication and technical skills.
Online Banking, Remote Deposit Capture, EDI Reports, Account Reconciliation
1w
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Branch Office Administrator
Rockland, Maine, United States
$21-$23/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Strong client service, communication, analytical, organizational, computer literacy, account management, administrative support, and teamwork skills; willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Rockland, ME
Rockland, Maine, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Requires client service, account management, administrative support, computer literacy, analytical thinking, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator
Bath, Maine, United States
$23-$24/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, marketing coordination, and technology assistance; requires analytical thinking, attention to detail, adaptability, communication, teamwork, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office