27 client account manager jobs at 13 companies in Mansfield, OH
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Asset Management – Alternatives Client Account Manager – Associate
New York or Jersey City or Columbus
$67k-$150k/yr OnsiteFull Time
Undergraduate degree and previous asset management client service experience required; strong financial acumen, relationship management, multitasking, critical thinking, and excellent English communication; Series 7/63 preferred.
2w
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Account Manager
Wooster or Millersburg or Orrville
OnsiteFull Time
Provides day-to-day client servicing for insurance accounts; requires Property and Casualty license, high school diploma/GED, valid driver license, and ability to handle client requests and documentation.
AMS360, ImageRight
2mo
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Private Client Advisor
Mansfield, Ohio, United States
OnsiteFull Time
Grow new clients and expand relationships; manage clients with investable assets in $50k+ range and up to $2M; achieve sales goals through financial planning and investment solutions.
Office Suite, Proprietary financial services systems
2w
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Construction Account Manager
Columbus or Cleveland or Greenville
$88k-$147k/yr HybridFull Time
5+ YOE5+ years construction procurement/management or general contracting experience (healthcare preferred), bachelor\u0002s degree preferred, ability to read plans, client-facing skills, Proficient with Microsoft Word/Excel and PowerBI, willing to travel 50-75% within Ohio.
Microsoft Word, Microsoft Excel, PowerBI
2mo
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Account Manager - State Farm Agent Team Member
North Ridgeville, Ohio, United States
$45k-$110k/yr OnsiteFull Time
Ohio Property & Casualty license (or willingness to obtain), insurance or financial services experience preferred, sales-oriented, strong communication, goal-driven, able to manage and grow client book.
2w
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Account Leader - Software & Internet Clients - Americas Region
Highlands Ranch or Calgary or Charleston or Columbus or Dallas or Houston or Los Angeles or New York or Phoenix or Raleigh or San Francisco or Toronto or Vancouver or Washington
$186k-$214k/yr HybridFull Time
Experience in account or client management within AEC/professional services, strong commercial and financial acumen, forecasting and pipeline management, leadership and client relationship skills, degree or equivalent experience.
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
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Small Business Client Service Specialist
Medina or Athens or Wilmington or Lima or Franklin or Buckeye Lake
OnsiteFull Time
1+ YOEBachelor's degree in risk management or related field preferred, or IRMI, PLCS, or equivalent designation; 1+ year insurance experience; active property and casualty license; commercial insurance knowledge and strong communication skills.
insurance management systems
2mo
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Tax Manager - Personal Tax Advisory Group
Cleveland or Akron or Wooster
$100k-$130k/yr HybridFull Time
4+ YOE4+ years related experience; accounting/business degree preferred; CPA preferred; strong tax research, planning, and client advisory skills; supervisory and project management experience; Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3mo
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Sr. Execution Manager, Global Strategic Accounts
Westerville, Ohio, United States
OnsiteFull Time
8+ YOE2+ Mgmt8-10 years PM experience, leadership, client-facing, cross-functional collaboration, and knowledge of data center products.
1mo
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Project Director (Utility/Substations)
Tiffin or Columbus
$160k-$210k/yr OnsiteFull Time
15+ YOE15+ years experience, bachelor’s in construction management/engineering/business, strong communication, problem-solving, prioritization, leadership, and willingness to travel; accountable for project delivery and client relationships.
1mo
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Managing Director
Westerville, Ohio, United States
HybridFull Time
3+ YOEMinimum 3 years in financial services with a growing personal practice; active Life and Health license required; Series 6/7 and 63/66 preferred; leadership, client development, and US work authorization.
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Non-Reg On-Caller
Norwalk, Ohio, United States
OnsitePart Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology support while learning the financial services industry.
MoneyGuide, Salesforce, Microsoft Office
1w
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Non-Reg On-Caller - Wooster, OH
Wooster, Ohio, United States
OnsitePart Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
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