59 client account manager jobs at 33 companies in Middleton, ID
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Account Manager III, Business Management
Los Angeles or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or New York City or Century City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Woodland Hills or Duluth or Irvine or Brunswick or Boca Raton or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$71k-$112k/yrOnsiteFull Time
Armanino: Provides accounting, tax, and consulting services to diverse organizations.
5+ YOEBachelor's in Accounting/Finance (or equivalent), minimum 5 years accounting/bookkeeping with business management experience for high-net-worth or multi-entity clients; financial reporting, general ledger, monthly close, cash flow oversight; exceptional client service.
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
7+ YOEBachelor's degree in accounting, finance, or related field, or equivalent experience; 7+ years in investment management, insurance, FinTech, investment accounting, financial services, or investment operations; institutional client expertise required.
Client Account Service Associate Senior -Registered in Boise, Idaho, United States
Boise, Idaho, United States
OnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
6+ YOEBachelor's degree and 6+ years of client services, wealth management, relationship management, or related experience. Requires Series 7 and 66 or 63/65, life and health licenses, and advanced wealth management knowledge.
Arnold Machinery Company: Sales and service of heavy construction and material handling equipment.
Proven account management/sales experience; develop and grow relationships with strategic, high-value clients; strong communication, negotiation, CRM and MS Office proficiency; ability to travel as required; high school diploma or equivalent.
Advantage Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
8+ YOEBachelor's degree or equivalent, 8+ years relevant experience, strong sales and client-relationship skills, P&L and promotional fund management, syndicated data knowledge, proficiency with Microsoft Office, up to 20% travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, web-browsers
Gillette or Missoula or Boise or Bozeman or Twin Falls or Billings or Casper or Great Falls
HybridFull Time
Hub International: Provides global insurance brokerage and risk management services.
1+ YOERequires high school diploma or GED, 1–2 years of relevant experience, strong client communication, organization, and proficiency with Microsoft Office Suite and Outlook; insurance experience preferred.
Advantage Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
8+ YOEBachelor's degree or equivalent, 8+ years experience in related field, strong sales and client-relationship skills, proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, knowledge of syndicated data, up to 20% travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook
Columbus or Tampa or Raleigh or Orlando or Richmond or Houston or Miami or Phoenix or Philadelphia or Austin or Boise or Milwaukee or Atlanta or Oklahoma City or Charleston or Des Moines or Dallas or Kansas City or Detroit or Indianapolis or Salt Lake City or Nashville or Charlotte or Irvine or United States or Canada or Mexico or United Kingdom
RemoteFull Time
Directive: Performance marketing agency for B2B technology and SaaS companies.
7+ YOE7+ years agency/client services experience with B2B SaaS or tech clients; proven portfolio ownership ($2M+), executive communication, commercial acumen, cross-channel fluency across Paid Media, SEO, CRO, Creative, and RevOps.
Zoom, Slack, DiscoverabilityOS™, Spring Health, Headspace, Omada, Aaptiv, One Medical
T-MobileNASDAQ: TMUS: Provides wireless network services and mobile communication devices.
5+ YOE5+ years enterprise sales experience selling technology/telecom to large accounts, proven negotiation and account management skills, BA or equivalent, strong communication and CRM proficiency.
Lehi or Jacksonville or Phoenix or Wichita or Boise or Utah or Idaho or Wyoming or Kansas or Arizona or Florida
$32-$39/hrRemotePart Time
LedgerGurus: Provides outsourced accounting and CFO services for eCommerce businesses.
5+ YOEBachelor's degree in accounting or finance and 5+ years of accounting experience. Requires financial statement analysis, client communication, independent work, and time management.
J.P. Morgan Wealth Management – Private Client Advisor - Eastern, ID
Boise or Caldwell or Meridian or Eagle or Coeur d'Alene
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor experience, proven client acquisition and relationship skills, active Series 7 and Series 66 (or obtain within 60 days), life/health/long-term-care insurance license (or obtain within 60 days); CFP and bachelor's degree preferred.
Eide Bailly: A certified public accounting and business advisory firm.
5+ YOEBachelor's in accounting, active CPA, 5+ years public accounting audit experience, advanced auditing knowledge, networking and client relationship skills.
Eide Bailly: Provides accounting, tax, and business advisory services to organizations.
5+ YOEBachelor's in accounting required, CPA required, 5+ years public audit experience, advanced auditing and accounting knowledge, networking and client development ability.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOE1+ MgmtBachelor's degree or equivalent experience; typically 5+ years banking experience with at least 1 year managing a team; strong communication, accountability, and issue-resolution skills.
San Francisco or Fresno or Modesto or Stockton or San Luis Obispo or Portland or Seattle or Spokane or Phoenix or Boise or Salt Lake City or Las Vegas or Reno
$55k-$115k/yrFieldFull Time
PaychexNASDAQ: PAYX: Provider of integrated payroll, HR, and benefits outsourcing solutions.
2+ YOEH.S. diploma required; <1 year Paychex experience with training or 2 years relevant sales/sales management; completes SAFE exams; strong sales and client relationship skills.
Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
$160k-$200k/yrHybridFull Time
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
5+ YOECFA designation preferred, Bachelor’s in finance preferred, 5+ years investment management/advisory experience, client-facing skills, experience with Bloomberg, Morningstar, Tamarac, and Microsoft Office/CRM.
Bloomberg, Morningstar, Tamarac, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
Vessel Advisors: Provides fractional CFO and accounting services for growth-stage businesses.
8+ YOE8+ years progressive accounting experience, 3–5 years public accounting roots preferred, proficiency with cloud accounting platforms, strong executive presence and project management skills.
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yrRemoteFull Time
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.