17 client account manager jobs at 13 companies in Garrett, IN
2mo
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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
2w
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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.
1w
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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
1mo
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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.
1mo
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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.
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.
4w
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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.
3mo
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Key Private Bank Estate Planning Advisor
Elkhart, Indiana, United States
$116k-$216k/yr HybridFull Time
10+ YOE10+ years estate planning, wealth management, or tax advisory experience for high-net-worth clients; bachelor's degree; CFP/JD/ChFC preferred.
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
1mo
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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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Managing Director
Warsaw, Indiana, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active Life and Health license required; FINRA Series 6/7 and 63/66 preferred; proven client development and leadership; U.S. work authorization required.
3d
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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
4d
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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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Branch Office Administrator - Huntington, IN
Huntington, Indiana, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, communication, adaptability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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