21 client account manager jobs at 12 companies in Luray, VA

2mo
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Client Account Director - Amazon
United States or Charlottesville or Boston or Durham or Columbus
$165k-$210k/yr RemoteFull Time
TELUS Digital
TELUS Digital: Canadian private BPO and digital-services delivering customer experience, AI, data, IT, and trust-and-safety services for brands.
7+ YOE7+ years enterprise account management experience, 2+ years in AI/ML data services, familiarity with data collection/annotation/validation, Salesforce proficiency, strong executive communication and strategic account planning skills.
Salesforce, AWS, Alexa
1mo
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
LD&B Insurance and Financial Services
LD&B Insurance and Financial Services: Employee-owned independent insurance agency serving individuals and businesses with personal, commercial, benefits, financial, and consulting services.
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
1w
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
Chilton Trust Company
Chilton Trust Company: Privately owned wealth management and national trust serving high-net-worth individuals, families, foundations, endowments, and institutions.
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
4w
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Client Account Services Transaction Specialist
Charlottesville, Virginia, United States
$20-$30/hr OnsiteFull Time
Hantzmon Wiebel LLP
Hantzmon Wiebel LLP: Independent Virginia CPA firm serving businesses, families, and nonprofits with audit, tax, advisory, and outsourced accounting.
Associate degree in accounting/finance/business (or equivalent), experience with accounts payable/receivable, payroll, 1099s, general ledger, month-end close, sales tax and basic financial reporting; strong communication, analytical, and client-management skills.
3mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
CornerStone Partners
CornerStone Partners: Outsourced chief investment officer and investment office serving nonprofit endowments, foundations, colleges, universities, and public charities.
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
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Tax Manager - Trust & Estate
Owings Mills or Leesburg or Winchester or Middleburg or Richmond or Fredericksburg
$105k-$157k/yr HybridFull Time
YHB CPAs & Consultants
YHB CPAs & Consultants: Privately held CPA and advisory firm serving businesses, nonprofits, government entities, and individuals with accounting, tax, audit, and consulting services.
Bachelor's in accounting required; CPA preferred. Manager-level tax accounting experience, strong technical tax knowledge, research and communication skills, client management, and people leadership.
3mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
Atlantic Union Financial Consultants, LLC
Atlantic Union Financial Consultants, LLC: Private Virginia financial-planning and brokerage firm serving families, retirees, pre-retirees, women investors, and business owners.
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Microsoft Office, Online systems
3mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
Atlantic Union Financial Consultants, LLC
Atlantic Union Financial Consultants, LLC: Private Virginia financial-planning and brokerage firm serving families, retirees, pre-retirees, women investors, and business owners.
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
2w
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Group Sales Manager
Charlottesville, Virginia, United States
$65k-$70k/yr OnsiteFull Time
Benchmark
Benchmark: Private hotel and resort management division serving independent properties, owners, and travelers within Pyramid Global Hospitality.
Generate group and conference sales, develop revenue strategies, prospect accounts, build client relationships, manage CRM activity, conduct site inspections, and support hotel sales planning.
Delphi, CRM
1w
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Customer Success Manager
New York City or Charlottesville or Denver
$59k-$84k/yr OnsiteFull Time
S&P Global Market Intelligence
S&P Global Market IntelligenceNYSE: SPGI: Financial information provider delivering multi-asset-class data, analytics, workflow technology, and advisory solutions to financial institutions and corporations.
2+ YOERequires 2–5 years of customer success, client-facing, account management, consultative sales, or financial services experience; Salesforce and engagement-tool experience; strong communication and organizational skills; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker
1w
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Customer Success Manager
New York City or Denver or Charlottesville
$59k-$84k/yr HybridFull Time
S&P Global Market Intelligence
S&P Global Market IntelligenceNYSE: SPGI: Financial information provider delivering multi-asset-class data, analytics, workflow technology, and advisory solutions to financial institutions and corporations.
2+ YOERequires 2–5 years in customer success, client-facing, account management, consultative sales, or financial services; CRM experience; strong communication, organization, relationship-building, and problem-solving skills. Bachelor's degree required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker
3mo
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Senior Auditor (VA, Harrisonburg)
Harrisonburg, Virginia, United States
HybridFull Time
PBMares
PBMares: Privately owned public accounting and business advisory firm serving companies and individuals.
2+ YOEBachelor's in Accounting; 2+ years public accounting for state/local government clients; 150 credit hours for CPA; ability to lead and supervise engagements.
GAAP, GASB, Audit Documentation
3w
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Financial Advisor
Charlottesville, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, learning orientation, and legal US work authorization without sponsorship.
proprietary planning software
3w
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Branch Office Administrator
Orange, Virginia, United States
$24-$26/hr OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology support; requires computer literacy, attention to detail, adaptability, and teamwork.
MoneyGuide, Salesforce, Microsoft Office