35 client account manager jobs at 21 companies in Lawrence, 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
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
2mo
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Personal Lines Account Manager
Granger or Bremen
OnsiteFull Time
Handles personal lines client service including same-day claim and policy processing, policy reviews and renewals, client retention, quoting and providing lender paperwork; P&C license required before start; Microsoft Office, CRM and QuickBooks experience.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM Software, QuickBooks
2mo
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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
5d
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Regional Account Director Automotive Digital Marketing (Whiskey)
Chicago or Indiana or South Bend or Indianapolis
$190k/yr FieldFull Time
3+ YOERequires 3–5+ years in automotive digital marketing, retail, media, advertising, or SaaS; client-facing consultative experience; analytics, presentation, communication, organization, and travel capabilities. Bachelor's preferred.
Apollo
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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Client Service Representative
Mishawaka, Indiana, United States
OnsiteFull Time
Associate degree required, strong PC and Microsoft Office skills, excellent written/verbal communication, problem-solving, ability to manage multiple priorities; CRM experience and 2+ years in financial services preferred.
Microsoft Bookings, Microsoft Teams, Outlook Calendar, Microsoft Word, Microsoft Office Suite, Client Relationship Management (CRM), Schwab, Fidelity, Docusign
3mo
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ACCOUNT MANAGER - PL (80522)
St. Joseph, Michigan, United States
OnsiteFull Time
Experience in personal lines insurance and client service; strong communication and collaboration skills; ability to work in a hybrid environment after training.
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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Lead Tax Services Senior Manager
Indianapolis or Chicago or South Bend or Columbus or Oakbrook Terrace
$128k-$269k/yr HybridFull Time
8+ YOEBachelor's in Accounting required; active CPA required; 8+ years progressive tax experience; leadership and client management skills; federal/state tax technical expertise including Subchapter C; excellent writing and research skills.
3d
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Assistant Branch Manager
South Bend, Indiana, United States
OnsiteFull Time
2+ MgmtRequires 2+ years of management experience, preferably in banking, financial services, or goal-driven retail sales, plus client service experience and strong communication, consultative, and operational skills.
Microsoft Windows, Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint, Social Media, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet
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
1mo
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Non-Reg On-Caller - North Liberty, IN
North Liberty, Indiana, United States
OnsitePart Time
Provide administrative and client support for financial advisors, manage account transactions, strong computer literacy, communication, attention to detail, and adaptability.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Senior Accountant (Nonprofit Audit)
Grand Rapids or Holland
OnsiteFull Time
3+ YOEBachelor's in Accounting, 3+ years public accounting audit experience, CPA license or actively pursuing, strong GAAP/GAAS knowledge (nonprofit preferred), Form 990 familiarity, client communication and multitasking 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
1mo
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Senior Branch Office Administrator - Holland, MI
Holland, Michigan, United States
OnsiteFull Time
5+ YOE5+ years in financial services/banking/legal with client service, account management, administrative support, strong computer literacy (MoneyGuide, Salesforce, Microsoft Office), analytical thinking, attention to detail, and conversational skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Relationship Banker - Grand Rapids, MI Area
Wyoming or Grand Rapids
OnsiteFull Time
Engage clients in-branch, educate on self-service banking, manage cash transactions, build client relationships, follow processes and regulations.
ATM, mobile banking, online banking
1mo
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Managing Director
South Bend, Indiana, United States
HybridFull Time
3+ YOEMinimum 3 years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; demonstrated client development, leadership, and relationship management skills.
2mo
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Wealth Management Associate
St. Joseph or Grand Rapids
$60k-$70k/yr HybridFull Time
Undergraduate degree or equivalent experience required; 1-3 years wealth management experience preferred. Strong communication, detail orientation, client service, financial analysis, and willingness to obtain Series 65/CFP.
2w
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Financial Advisor
Mishawaka, Indiana, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
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