11 client account manager jobs at 5 companies in Basile, LA
3d
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Commercial Lines Account Manager
Tyler or Longview or Corpus Christi or Waco or Alexandria or Lake Charles or Wichita Falls or Lafayette or Shreveport or Lubbock
RemoteFull Time
5+ YOERequires 5+ years of commercial insurance agency experience, an active Property & Casualty license, commercial coverage knowledge, strong communication, organization, and client-service skills.
AMS360
2mo
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Personal Lines Account Manager
Lafayette, Louisiana, United States
HybridFull Time
1+ YOEManage a book of personal lines accounts, provide client service and retention, liaise with carriers and underwriters, develop new business, and maintain required insurance licenses.
Microsoft Office
2mo
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Tax Manager - Private Client Services
New Orleans or Lafayette or Baton Rouge or Hattiesburg or Shreveport
HybridFull Time
4+ YOEBachelor's in Accounting, 4+ years tax compliance/consulting experience, CPA or IRS Enrolled Agent required; experience reviewing complex returns, supervising staff, and client development; GoSystems or CCH Axcess experience preferred.
GoSystems, CCH Axcess
2mo
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Tax Senior Manager - Private Client Services
Baton Rouge or Lafayette or Houston or Hattiesburg or New Orleans or Shreveport
$120k-$200k/yr HybridFull Time
8+ YOEBachelor's in Accounting,8+ years tax experience in public accounting with specialization in individual,fiduciary,estate and gift taxation; CPA or enrolled agent required; GoSystems or CCH Axcess experience preferred; strong client relationship and leadership skills.
GoSystems, CCH Axcess
3w
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Account Manager (Healthcare Facilities Management) - Lafayette, LA
Lafayette, Louisiana, United States
OnsiteFull Time
Oversee facility management teams, client commitments, staffing, schedules, service levels, sales relationships, project resources, contractual delivery, and operational issue resolution.
2mo
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Tax Manager - Private Client Services
Baton Rouge or Lafayette or Houston or Hattiesburg or New Orleans or Shreveport
$85k-$150k/yr HybridFull Time
4+ YOEBachelor's in Accounting required,4+ years tax compliance/consulting experience in public accounting or mixed practice,CPA or IRS Enrolled Agent required,supervisory experience,and familiarity with GoSystems or CCH Axcess.
GoSystems, CCH Axcess
2mo
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Tax Senior Manager - Private Client Services
New Orleans or Lafayette or Baton Rouge or Hattiesburg or Shreveport
HybridFull Time
8+ YOEBachelor's in Accounting, 8+ years tax compliance experience (individual, fiduciary, estate, gift), public accounting background, CPA or enrolled agent required, leadership, business development, hedge fund K-1 and trust knowledge preferred.
GoSystems, CCH Axcess
1mo
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Manager - Outsourced Accounting Services (Special Projects)
Coral Gables or Fort Lauderdale or Lafayette or Baton Rouge or New Orleans or West Palm Beach or Miami
$85k-$150k/yr HybridFull Time
5+ YOEBA/BS in accounting or related field,5+ years relevant experience,prior supervisory experience preferred CPA,experience with accounting systems and Microsoft Office; strong communication and client management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe, Sage Intacct, Restaurant 365, NetSuite, QuickBooks, Claude, Copilot, ChatGPT
2w
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J.P. Morgan Wealth Management – Private Client Advisor - Lake Charles, LA
Lake Charles, Louisiana, United States
OnsiteFull Time
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
FINRA, SIPC
3w
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Financial Advisor
Lafayette, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, motivation, time management, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Financial Advisor
Lake Charles, Louisiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Securities Industry Essentials (SIE)