23 client account manager jobs at 17 companies in Florence, CO
4d
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Hospitality Account Manager
Colorado Springs, Colorado, United States
$60k-$65k/yr OnsiteFull Time
Prospect national clients, maintain client relationships, prepare event budgets, coordinate with Sales and Operations, manage invoicing, and meet revenue and profitability goals.
1mo
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Personal Risk, Account Manager (CST Remote)
Kansas or Chicago or Colorado Springs or Chesterfield or Austin
$47k-$65k/yr RemoteFull Time
3+ YOE3+ years personal lines client service experience in an insurance brokerage/agency, P&C insurance license upon hire, proficiency with EPIC or similar agency management systems, Microsoft Word/Excel/Outlook, strong communication and analytical skills.
EPIC, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Senior Registered Client Service Associate (Colorado Springs, CO)
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
5+ YOEProvide high-touch administrative support to Financial Advisors, manage client onboarding/accounts, trade support, reporting, and client inquiries; requires securities registrations and multi-platform communication skills.
CRM, Goal planning software, Microsoft Excel
1mo
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Tax Manager/Director
Tempe or Denver or Albuquerque or Salt Lake City or Colorado Springs or Tucson
$107k-$175k/yr OnsiteFull Time
6+ YOE6+ years tax experience in public accounting or professional services, bachelor’s in Accounting/Finance required, CPA required (EA or JD accepted), supervisory experience, client advisory skills.
1mo
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Tax Senior Manager
Colorado Springs, Colorado, United States
$150k-$190k/yr HybridFull Time
8+ YOE5+ MgmtBachelor's degree, active CPA, 8 years public accounting or related experience, 5 years supervisory experience, ability to manage client engagements, meet deadlines, strong written/verbal communication, and proficient technology use.
1mo
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Manager, Transaction Advisory
Denver or Colorado Springs
$131k-$219k/yr OnsiteFull Time
5+ YOEBachelor's in accountancy/finance, 5+ years in audit or transaction advisory at a large firm, proficiency in Microsoft Excel and PowerPoint, strong communication and client relationship skills; CPA preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
3d
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HNW/Trust and Estates Manager
Madison or Brookfield or Colorado Springs
HybridMultiple Commitments Available
5+ YOERequires 5+ years in tax and accounting with business and high-net-worth clients, a bachelor's degree in accounting or related field, CPA or EA certification, and staff supervision and training experience.
2mo
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Retirement Plan Manager (Consultant)
Owings Mills or Colorado Springs or Maryland or Colorado or Washington or Washington, D.C. or New York or California or United States
$72k-$118k/yr HybridFull Time
2+ YOEBachelor's degree (or equivalent) and 2+ years relevant experience. Strong communication, project management, and relationship-building skills; retirement plan knowledge; ability to consult with sponsors and resolve client operational issues.
3mo
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Sales Manager ("Gerente de Ventas")
Colorado Springs, Colorado, United States
$25/hr OnsiteFull Time
Manage group and transient accounts, negotiate contracts, prospect and present to clients, 1–2 years sales experience in hospitality preferred, high school required, valid driver license required.
Windows OS, Microsoft Office, PMS, PBX, POS
5d
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Tax Senior Manager - Corporate Taxation and Mergers and Acquisitions
Raleigh or Bethesda or Austin or Plano or Nashville or Tysons Corner or San Antonio or Fort Worth or Dallas or Norcross or Louisville or Chicago or Houston or Kansas City or Elgin or Orlando or Greenville or San Diego or Alpharetta or New Orleans or Augusta or Torrance or Warrendale or Rockville or Spring House or Royersford or Reading or Pittsburgh or Morgantown or Greensburg or Indianapolis or Fayetteville or West Warwick or Aiken or Wilmington or Denver or Marlton or Bedford or Allentown or Charlotte or Coral Gables or Tampa or Henrico or Sarasota or Lexington or Atlanta or Colorado Springs or Richmond or Arlington or Fort Lauderdale or Palm Beach Gardens or Jeffersonville or Virginia Beach or Cincinnati or Los Angeles or Orland Park or Gastonia or Jersey City or Waltham or United States
$174k-$278k/yr RemoteFull Time
10+ YOECPA and/or JD with 10+ years of federal tax experience, significant business taxation experience, and expertise in corporate taxation, M&A, transaction structuring, due diligence, research, writing, and client advisory.
1mo
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Commercial Relationship Manager
Denver or Colorado Springs
$116k-$216k/yr HybridFull Time
5+ YOE5+ years business development and commercial banking experience, strong credit and analytical skills, ability to prospect and grow client relationships, bachelor’s degree in finance/accounting preferred, valid driver’s license required.
1mo
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Product Specialist Solutions - Associate
Colorado Springs, Colorado, United States
$70k-$85k/yr HybridFull Time
2+ YOE2+ years client-facing experience (client success, account management, sales) in SaaS/financial services/fintech; strong verbal/written communication, organizational skills, Salesforce experience; ability to onboard, train, and drive platform adoption.
Salesforce
3w
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Tax Senior
Colorado Springs or Denver
$80k-$100k/yr HybridFull Time
BA/BS in accounting required (Master's preferred). CPA license a plus. Proficiency with Microsoft Office, ProSystems, Adobe, and QuickBooks. Strong communication, time management, supervisory and client-service skills.
Microsoft Office, ProSystems, Adobe, QuickBooks
2w
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Financial Advisor
Colorado Springs, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal authorization to work in the US without sponsorship.
Northwestern Mutual's proprietary planning software
1w
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Financial Solutions Advisor - Colorado South Market
Aurora or Lone Tree or Colorado Springs
$70k-$80k/yr OnsiteFull Time
1+ YOERequires Series 7 and 66, or Series 63 and 65, plus one year each in investments and financial services or sales. High school diploma/GED, client advisory, communication, regulatory, and goal-management skills required.
1mo
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Managing Director
Vineland, Colorado, 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; client development and leadership experience.
2mo
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Western Region - Weekend Team - Inbound Retention Specialist - Sales - US - Remote
Boulder or Portland or Colorado Springs or Los Angeles or Fresno or Denver or Phoenix or Tucson or Orlando or New York City
$50k/yr RemoteFull Time
3+ YOEBachelor's degree or 3+ years of client-facing experience; strong communication; technically proficient; experience in account management or sales preferred.
CRM, Advertising platform, Computers
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