1w
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Client Account Manager
Fort Myers, Florida, United States
OnsiteFull Time
3+ YOE3+ years account management or customer success experience in IT/MSP, bachelor’s or equivalent, CRM and Microsoft Office proficiency, ConnectWise familiarity preferred, valid driver’s license, must pass level 2 background check and drug screen.
CRM, ConnectWise, Microsoft Outlook, Microsoft Word, Microsoft Excel
1d
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Client Relationship Manager
Sewell or Naples
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma/GED, 3+ years client relationship/account/operations experience, CRM and reporting tool proficiency, strong communication and financial/ KPI understanding.
CRM, Microsoft Office, Microsoft Power BI
2w
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Senior Manager Client Operations
Alpharetta or Birmingham or North Fort Myers or Wallingford or Kansas City
HybridFull Time
3+ YOE3–5 years management experience in medical billing or ambulatory surgery settings; strong coaching, forecasting, scheduling, and analytical skills; superior communication and customer-service orientation.
Electronic Health Records (EHRs), Anesthesia Information Management System (AIMS)
2w
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Account Manager, Analyst
Fort Myers, Florida, United States
$44k-$85k/yr FieldFull Time
Onsite account liaison for public sector clients; requires Florida health insurance license (or ability to obtain), strong communication, Microsoft Office proficiency, customer-facing experience, and ability to travel to client sites.
Microsoft Word, Microsoft Outlook, Microsoft Excel
2w
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Account Manager
Fort Myers, Florida, United States
FieldFull Time
Landscape experience with plant knowledge required; bachelor’s in horticulture/turf preferred (assoc or relevant experience considered); strong communication skills; client-facing and crew leadership ability.
1w
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Senior Account Manager Commercial
Naples, Florida, United States
OnsiteFull Time
5+ YOE5+ years commercial lines P&C experience, active P&C license, strong organizational and communication skills, proficiency with Applied EPIC and Microsoft Office, ability to manage renewals and client relationships.
Applied EPIC, Microsoft Word, Microsoft Outlook, Microsoft Excel
2mo
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Personal Lines Insurance Account Manager
Marco Island, Florida, United States
OnsiteFull Time
3+ YOE3+ years in personal lines, Property & Casualty license, strong client service, renewal management, ability to quote and bind.
2mo
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Personal Lines Account Manager
Punta Gorda, Florida, United States
OnsiteFull Time
Experience in personal lines P&C (home, auto, umbrella), active Florida Property & Casualty license, high school diploma or equivalent, Microsoft Office proficiency, strong communication and client-service skills.
Microsoft Office
1mo
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Client Advisor Solutions Analyst
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yr HybridFull Time
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
1mo
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Supervisor, Client GL
Naples, Florida, United States
RemoteFull Time
5+ YOEBachelor's in Accounting, 5+ years general ledger accounting experience, property management experience required; supervisory experience, CAM or CPA preferred; strong Excel and Microsoft Office skills.
Microsoft Excel, Windows, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
5d
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Client Services/Business Development - Florida
Naples or Detroit
OnsiteFull Time
15+ YOE15+ years in account/project/business development, bachelor’s degree preferred, strong negotiation, relationship-building, proposal and strategic planning skills, intermediate-advanced Microsoft Word/Excel/PowerPoint/Publisher.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher
3d
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Seasonal Tax Senior Manager – Ultra High Net Worth
Fort Lauderdale or Naples or Chicago or Orlando or Seattle or Houston or Dallas or Denver or New York City or Miami
$86-$130/hr OnsiteFull Time
8+ YOEBachelor's in accounting or business, CPA (or JD/EA), 8+ years public accounting experience in private client taxation, multi-state tax knowledge, strong communication and leadership skills.
2w
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
10+ YOE10+ years of investment decision-making with high-net-worth clients; fiduciary knowledge; leadership, client relationship, and portfolio construction skills; CFP/CFA/CPA credentials preferred.
1mo
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
1mo
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Repossession Case Manager
Punta Gorda, Florida, United States
$55k-$75k/yr OnsiteFull Time
Operate fast-paced recovery operations: skip-trace accounts, coordinate field agents, manage client communication, route daily assignments, and track account updates; repossession/skip tracing/dispatch experience preferred.
3d
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Outsourced Accounting Senior – Treasury and Payment Solutions
Atlanta or Iselin or Miami or Baton Rouge or Fort Myers or New York City or New Orleans or West Palm Beach or Fort Lauderdale or Columbus or Chicago
HybridFull Time
3+ YOEBachelor's in accounting/finance required; 3+ years treasury/accounts payable or related experience; CPA or CTP preferred; strong internal controls, Excel, client-facing and analytical skills; ability to work extended hours.
Microsoft Excel
2w
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Wealth Management Advisor II
Naples, Florida, United States
OnsiteFull Time
8+ YOEBachelor's or equivalent, 8+ years financial services sales/client service experience, CFP/CFA/CPWA preferred (or JD/CPA), state life & health insurance licenses, NMLS SAFE registration, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Managing Director, Complex Accounting & Litigation (Insurance Solvency Analysis)
Reston or Fort Myers or Naples
$200k-$300k/yr RemoteFull Time
15+ YOE15+ years in auditing, forensic accounting, litigation consulting or related roles; CPA or equivalent required; strong client delivery, leadership, business development, and communication skills.
2w
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ESTATE AND TRUST PARALEGAL
Naples, Florida, United States
$70k-$93k/yr OnsiteFull Time
Manage estate and trust administration, prepare inventories/schedules/accountings, draft probate pleadings and fiduciary documents, assist with Form 706/709/1041, coordinate deadlines, and maintain client communication.
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