16 client account manager jobs at 9 companies in Coldwater, MI
3mo
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Account Manager, Intersection
Muncie, Indiana, United States
OnsiteFull Time
3+ YOEBachelor’s degree in marketing, business, communications, or related field; 2+ years in related role; strong client management; excellent communication; project management skills.
Microsoft Office, Project management software
4w
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Employee Benefits Account Manager
Troy or Brighton or Grand Rapids or Kalamazoo
HybridFull Time
2+ YOEManage a book of benefits business, retain clients, Life & Health insurance license, 2+ years benefits experience, Microsoft Word/Excel/Outlook proficiency, strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Commercial Lines Transportation Account Manager
Troy or Brighton or Midland or Grand Rapids or Kalamazoo
HybridFull Time
Manage a $500K+ book, deliver high-touch client service to drive retention, review policies, issue certificates, maintain carrier compliance, identify cross-sell opportunities, and mentor associate account managers.
EPIC
3mo
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Tax Senior Manager, Private Client Services
Grand Rapids or Detroit or Kalamazoo or Pittsburgh or United States
$146k-$206k/yr OnsiteFull Time
7+ YOESeven+ years in accounting/finance or law; private client service experience; supervisory experience; CPA/EA/Attorney or equivalent; tax compliance and consulting skills; strong leadership and communication.
Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, LexisNexis
1mo
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Account Representative
Winston Salem or Charlotte or Ann Arbor or Kalamazoo or Lansing or Beaufort or Charleston or Florence or Madison or Norfolk or Peoria or Champaign
OnsiteFull Time
Sell and manage small accounts for outdoor advertising, prepare contracts, handle call-ins, and maintain client relationships; valid driver’s license required; strong communication and sales skills.
1mo
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
3w
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Registered Wealth Management Client Associate
Portage, Michigan, United States
OnsiteFull Time
1+ YOESupports Financial Advisors by providing client service, executing operational tasks, and maintaining regulatory compliance; requires SIE, Series 7 and Series 66 (or 63/65), and 1 year experience.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Tax Experienced Manager, Private Client & Family Office Services
San Francisco or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Omaha
$112k-$180k/yr OnsiteFull Time
7+ YOE3+ Mgmt7+ years accounting/finance experience (or 9+ without degree), supervisory experience, Bachelor’s in Accounting/Finance or equivalent experience, CPA preferred, strong GAAP/tax knowledge, Microsoft Office and accounting software proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
3mo
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Tax Managing Director, Private Client Services
Pittsburgh or Grand Rapids or Kalamazoo or Akron or Cleveland or Detroit
OnsiteFull Time
10+ YOE10+ years accounting/finance/law experience; private client tax expertise; supervisory experience; CPA/EA/Attorney or equivalent; strong communication and leadership skills.
Microsoft Office (Word, Excel, PowerPoint), Adobe Acrobat, GoSystems, BNA Tax Planner, GoFileRoom, SurePrep, BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis
2d
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Experienced CPA (in-office role)
Archbold or Bryan or Defiance or Lima or Minster or Saint Marys or Van Wert or Wapakoneta
OnsiteFull Time, Part Time
4+ YOECPA in good standing with the Accountancy Board and at least 4 years of recent public accounting experience; requires client management, technical accounting expertise, and team coaching skills.
1mo
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Escrow Officer
Kalamazoo, Michigan, United States
OnsiteFull Time
2+ YOECoordinate all aspects of real estate escrow closings, prepare closing documents and statements, manage escrow accounts, ensure compliance, and communicate with agents, lenders, and clients.
ResWare, Proform Select, Microsoft Office 365
2mo
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Financial Solutions Advisor - PNC Wealth Management
Kalamazoo or Plainwell
OnsiteFull Time
0+ YOEProvide investment and insurance advice, develop financial plans, grow client relationships, meet regulatory requirements (FINRA Series 7 and 66/63/65, Life & Health Insurance). Associates degree typically required; entry-level experience acceptable.
1w
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Non-Reg On-Caller - Sturgis, MI
Sturgis, Michigan, United States
OnsitePart Time
Strong client service, account management, administrative, communication, analytical, organizational, computer, and collaboration skills; willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Non-Reg On-Caller
Sturgis, Michigan, United States
$20/hr OnsitePart Time
Strong client service, account management, administrative, organizational, communication, analytical, teamwork, and computer skills; willingness to learn financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
1w
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Non-Reg On-Caller
Portage, Michigan, United States
$20/hr OnsitePart Time
Strong client service, analytical thinking, attention to detail, adaptability, computer literacy, collaboration, and ability to learn financial services, account management, and administrative operations.
MoneyGuide, Salesforce, Microsoft Office
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