20 client account manager jobs at 12 companies in LaFayette, GA
2w
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Client Accounting Senior
Chattanooga, Tennessee, United States
OnsiteFull Time
3+ YOEBachelor's degree in accounting or related field required; 3–5 years of public accounting preferred. Requires strong accounting, communication, organization, time management, Microsoft Excel, and Microsoft Word skills.
Microsoft Excel, Microsoft Word
1mo
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Senior Registered Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong communication, Excel and CRM skills; ability to manage client onboarding, account maintenance, and trading support.
CRM, Microsoft Excel
6d
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Spring 2027 Client Accounting & Advisory Services (CAAS) Seasonal
Charleston or Chattanooga or Charlotte or Greenville
OnsiteMultiple Commitments Available
Pursuing an accounting or finance degree with a minimum 3.25 GPA; proficiency in accounting software, digital tools, and Excel; strong communication, organization, attention to detail, and deadline management skills.
QuickBooks Online (QBO), Tax 1099 Software, Adobe Sign, Smartsheet, Double, Microsoft Excel
2mo
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Senior Client Implementation Specialist (Chattanooga, TN, US)
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOE5+ years SaaS implementation experience, PMO/project governance knowledge, Bachelor's in IT/CS or Accounting & Finance required; strong communication, problem-solving, and Microsoft Office/Adobe proficiency.
ComplianceAlpha, Microsoft Office, Adobe Acrobat, Internet
1w
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Strategic Account Executive: U500 (Hybrid; Chattanooga/Knoxville)
Chattanooga or Knoxville
HybridFull Time
1+ YOERequires 1+ year in health benefits, account management, or client-facing work; strong communication, relationship-building, financial acumen, underwriting familiarity, and complex account management. Bachelor's degree preferred.
2mo
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Assurance Senior Manager
Atlanta or Chattanooga
HybridFull Time
8+ YOECPA required, 8+ years public accounting experience, advanced GAAP/GAAS knowledge, experience managing audits, strong analytical, project management, and client relationship skills.
1w
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Audit Manager - M&D
Chattanooga or North Carolina
HybridFull Time
5+ YOEBachelor's degree in Accounting or Finance, 5+ years of public accounting audit experience, CPA certification, client development experience, strong communication and analytical skills, and professional team leadership experience.
4d
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Business Insurance Account Executive
Dalton, Georgia, United States
HybridFull Time
Sales and negotiation skills, prospecting and cold-calling ability, strong communication and presentation skills, client relationship management, travel availability, college degree preferred, and Property & Casualty license required or obtainable within 90 days.
Agency Management System, Document Imaging System
2mo
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AVP Banking Center Manager (Branch Manager)
Cartersville, Georgia, United States
OnsiteFull Time
2+ YOEBachelor's or equivalent experience; 2+ years retail client service/business development; experience managing and coaching team members; proven business growth achievement; comprehensive bank product and regulatory knowledge; valid driver’s license; NMLS required or completed within 30 days.
Microsoft Office
2mo
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AVP Banking Center Manager (Branch Manager)
Cartersville, Georgia, United States
OnsiteFull Time
2+ YOE1+ MgmtBachelor's or equivalent experience, 2+ years retail client service, 1+ year leadership, knowledge of bank products/regulations, valid driver’s license, NMLS within 30 days, strong sales and coaching skills.
Microsoft Office
2d
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Financial Center Assistant Manager - Dalton Financial Center
Dalton, Georgia, United States
OnsiteFull Time
High school diploma or equivalent required. Requires client service, coaching, performance management, problem-solving, delegation, compliance, and ability to work weekends or extended hours.
3w
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Financial Advisor
Chattanooga, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2w
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Sales Coordinator
Chattanooga, Tennessee, United States
OnsiteFull Time
Maintains and processes prospect and client accounts, supports account executives, prepares submissions and applications, manages records, and uses sales tools and CRM systems.
CRM, MVRs, FMCSA
3w
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Branch Office Administrator
Rome, Georgia, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology-enabled operations for financial advisors.
MoneyGuide, Salesforce, Microsoft Office
2w
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Non-Reg On-Caller - Calhoun, GA
Calhoun, Georgia, United States
OnsitePart Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, teamwork, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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