28 client account manager jobs at 18 companies in Bath, ME
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Account Manager, Private Client Services
Portland, Maine, United States
$55k-$102k/yr HybridFull Time
3+ YOERequires 3–5 years of insurance service experience, an undergraduate degree or equivalent industry experience, Property & Casualty license, Associate in General Insurance designation, and personal insurance coverage expertise.
Microsoft Office
3mo
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Portland, Maine, United States
OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience; 3-5 years in client management or healthcare client support; strong communication and time management; advanced Office skills; project management and CRM experience.
Microsoft Office, CRM software
2mo
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Commercial Lines Account Manager
Portland, Maine, United States
$80k-$100k/yr OnsiteFull Time
5+ YOEProperty & Casualty license, 5+ years insurance experience, in-depth technical knowledge of coverages/products, ability to manage large commercial accounts, prepare submissions/proposals, liaise with underwriters, perform client visits and account analysis.
3mo
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Portland, Maine, United States
OnsiteFull Time
3+ YOEBachelor's degree; 3-5 years client management/customer service in healthcare/B2B; strong communication; time management; MS Office; problem-solving; root cause analysis; cross-functional collaboration; project management.
Microsoft Office, CRM software
1mo
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Account Manager - Valet & Parking Services
Portland, Maine, United States
$58k-$86k/yr OnsiteFull Time
2+ YOE2+ years related experience, ability to manage account financials, recruit/train staff, maintain client relationships, valid driver’s license and clean driving record, pass background/MVR/drug screen.
Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
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Future Territory Account Manager
Lewiston, Maine, United States
$150k-$600k/yr FieldFull Time
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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Client Manager, Regional Accounts Group Benefits
Portland, Maine, United States
$66k-$112k/yr FieldFull Time
3+ YOEHigh school diploma required; bachelor's degree preferred. Requires 3–5 years in employee benefits, client management, or insurance sales support, plus a resident-state life and disability insurance license within six months.
1mo
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Recruiting Account Manager
Biddeford, Maine, United States
$54k-$60k/yr OnsiteFull Time
Serve as client liaison, manage temporary workforce, provide reporting, customer/sales-focused experience, bachelor’s preferred, team-oriented experience.
1mo
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Client Service Associate- White Pine Wealth Management
Portland, Maine, United States
$100k/yr OnsiteFull Time
Provide white-glove client service, onboard clients, process account maintenance and money movements, maintain accurate client records, and comply with industry rules.
Salesforce, DocuSign, Microsoft Word, Microsoft Excel, Microsoft OneNote, Fidelity
5d
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Water and Wastewater Project and Client Manager
Worcester or Portland
$116k-$197k/yr OnsiteFull Time
10+ YOE10+ years in consulting engineering or related project management, bachelor's in civil, environmental, chemical engineering, or related field, PE registration, and water/wastewater business development and project management experience.
5d
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Commercial Lines Account Manager
Augusta, Maine, United States
$45k-$65k/yr OnsiteFull Time
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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Wealth Management Client Investment Administrator
Portland, Maine, United States
OnsiteFull Time
3+ YOEBachelor’s degree; 3-6 years client service/investment operations; strong Excel and investment systems knowledge.
Microsoft Excel, Investment systems
2mo
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Audit Manager, Manufacturing and Distribution
South Portland, Maine, United States
HybridFull Time
5+ YOEBachelor's in accounting or finance, CPA required, 5 years' experience (public accounting preferred), supervisory experience, ability to travel to client sites, and strong written/verbal communication skills.
2mo
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Tax Manager
United States or Waltham or Bangor or Hamden or Portland
$110k-$140k/yr HybridFull Time
5+ YOECPA and bachelor’s degree required, 5+ years tax experience managing engagements and staff; expertise in corporate, partnership, consolidated and state taxes; strong client communication, leadership, and tax research skills.
ProSystem Tax, ProSystem Engagement
2mo
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Senior Tax Accountant - Dufour Accountants
Portland, Maine, United States
$95k-$105k/yr OnsiteFull Time
5+ YOEBachelor's degree in accounting/finance required; 5+ years public accounting experience; strong business tax (1120s, 1065s) experience; CPA strongly preferred (EA considered); client relationship management and review of junior staff.
2mo
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Accounting & Advisory Associate
Yarmouth, Maine, United States
$75k-$90k/yr HybridFull Time
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.
2w
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Wealth Strategist
Portland, Maine, United States
$114k-$185k/yr OnsiteFull Time
8+ YOERequires 8+ years in advanced financial planning or private wealth management, experience with $10M+ client assets, tax and estate planning expertise, a bachelor's degree, and CFP designation.
eMoney, Holistiplan, Vanilla
3w
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Tax Operations Assistant I
Portland, Maine, United States
OnsitePart Time
Supports tax return processing, workflow administration, client communications, and document management; strong organization, attention to detail, and Microsoft Office proficiency; associate degree preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, CCH ProSystem fx, CCH Axcess, CaseWare, GoFileRoom
3w
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Branch Office Administrator - Bath, ME
Bath, Maine, United States
OnsiteFull Time
Provide client service, manage client accounts, perform administrative and operational support, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator
Rockland, Maine, United States
$21-$23/hr OnsiteFull Time
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
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