18 client account manager jobs at 16 companies in Bryan, OH
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Account Manager
Maumee, Ohio, United States
OnsiteFull Time
5+ YOEManage client relationships, drive technical sales, conduct product demos, use CRM and analytics tools; bachelor's or 2-year technical degree preferred; 5+ years technical sales/account management experience preferred.
RubberTree, Salesforce, Microsoft Office, Power BI
1w
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Logistics Account Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
1+ YOE1–3 years sales or logistics experience preferred; strong communication, negotiation and organizational skills; high school diploma required; entrepreneurial mindset and client relationship ability.
1mo
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Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
CRM, Infor, Deltek, E-Verify
6d
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Personal Lines Account Manager
Fort Wayne, Indiana, United States
$15-$19/hr OnsiteFull Time
1+ YOERequires at least one year of insurance client service experience, a Property and Casualty Insurance License or ability to obtain it within 60 days, and Microsoft Office proficiency. Applied EPIC or AMS360 experience is preferred.
Applied EPIC, AMS360, Microsoft Office
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Tax Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Manage tax engagements, lead and develop staff, review tax returns and research, maintain technical expertise in multiple tax areas, and build client relationships.
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IronSpire Tax Manager, Estate, Gift & Trust
Tampa or Washington or Hartford or Nashville or Costa Mesa or San Jose or Boston or Chicago or Columbus or Dallas or Denver or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Louisville or Los Angeles or Miami or New York or Oakbrook Terrace or Sacramento or San Francisco or South Bend or Houston or Austin or Florida
$96k-$195k/yr HybridFull Time
5+ YOECPA or JD required; minimum 5 years in public accounting, law, or family office; deep expertise in estate, gift, and trust taxation; client relationship, leadership, and mentorship skills.
2w
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Tax Manager
Maumee, Ohio, United States
OnsiteFull Time
Prepare and review complex tax returns, conduct tax research, supervise staff, provide tax planning, and maintain client relationships. CPA or pursuing and bachelor\u0002s degree required.
3mo
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Commercial Banking Relationship Manager
Fishers or Fort Wayne or Muncie or South Bend
OnsiteFull Time
6+ YOECommercial relationship management experience, portfolio management, sales and cross-selling; 6-8 years preferred; bachelor’s in Business/Finance/Economics/Marketing preferred; strong client relationships and risk awareness.
Microsoft Office, CRM software
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven client relationship leadership in wealth management, expertise in investment operations, account administration, CRM and portfolio systems, strong analytical, communication, and compliance skills.
CRM, portfolio management systems
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
CRM, portfolio management platforms
2mo
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Experienced CPA (in-office role)
Archbold or Bryan or Defiance or St. Marys or Van Wert
OnsiteFull Time, Part Time
4+ YOECPA with 4+ years in recent public accounting; in-office; supervisory responsibilities; client management and leadership skills.
3w
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Investment Advisor III
Fort Wayne or Indianapolis
OnsiteFull Time
5+ YOEManage client investment accounts, deliver actionable advice and reporting, maintain and grow assets under management, and execute risk management per firm policies.
1w
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Experienced Bookkeeper/Bookkeeping Manager (QuickBooks Online & Desktop)
Sylvania, Ohio, United States
OnsitePart Time
5+ YOE5+ years QuickBooks Online and Desktop experience, full-cycle bookkeeping, reconciliations, payroll support, financial reporting, Microsoft Excel proficiency, ability to manage multiple clients independently.
QuickBooks Online, QuickBooks Desktop, Microsoft Excel
1mo
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Project Executive
Maumee, Ohio, United States
$137k-$175k/yr HybridFull Time
14+ YOEBachelor's in engineering required; 14+ years project management experience; PE and PMP preferred; MBA or master's preferred; accountable for project performance, risk, financials, and client relationships.
BuildingConnected, TradeTapp
3mo
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Enrolled Agent
Fort Wayne, Indiana, United States
HybridFull Time
3+ YOEActive EA license, minimum 3 years tax preparation experience, proficiency with QuickBooks and tax software, strong federal/state tax knowledge, client communication and deadline management skills.
QuickBooks, ATX, Lacerte, Drake, UltraTax
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Managing Director
Fort Wayne, Indiana, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice, active Life and Health license required; Series 6/7 and 63/66 preferred; demonstrated client development, leadership, and US work authorization.
1mo
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1w
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Non-Reg On-Caller - Hillsdale, MI
Hillsdale, Michigan, United States
OnsiteFull Time
Provide exceptional client service, manage account transactions and administration, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, attention to detail, and conversational skills.
MoneyGuide, Salesforce, Microsoft Office
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