11 client account manager jobs at 10 companies in Modesto, CA
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Senior Account Manager - Employee Benefits
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yr OnsiteFull Time
5+ YOE5+ years account management in insurance (Accident & Health focus), Life Accident & Health license, high school diploma (bachelor's preferred), strong MS Office skills, client relationship and compliance knowledge.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
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Account Manager (Commercial Landscaping)
Pleasanton, California, United States
$78k-$95k/yr OnsiteFull Time
Manage client relationships, retain customers, develop new business, create proposals/contracts/estimates, coordinate with production teams, and promote service quality and sustainability.
1mo
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Principal - Ostro Client Success
Pleasanton, California, United States
$115k-$175k/yr RemoteFull Time
7+ YOE7+ years digital marketing strategy and account management in healthcare/pharma agencies; experience with pharma product launches, analytics, and client retention; travel quarterly; strong communication and critical thinking.
Veeva Vault PromoMats, Veeva Vault CRM
3w
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Account Executive - Retirement 401(k) Services
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/yr FieldFull Time
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.
Salesforce.com
3w
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Hospital Manager II
Tracy, California, United States
$80k-$100k/yr OnsiteFull Time
Lead and develop staff, manage hospital operations and P&L, hire and coach associates, analyze reports, oversee maintenance, purchasing and accounts receivable, enforce safety and client service standards.
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J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA
Dublin, California, United States
$29-$40/hr OnsiteFull Time
Active Series 7 required (or within 60 days), SIE if registered after Oct 1, 2018, Series 66 and life & health insurance license to be obtained within 60 days; client service, operations, compliance, and relationship support skills.
2w
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Deputy Tax & Accounting Leader
Santa Rosa or Santa Cruz or Cupertino or Pleasanton
$170k-$220k/yr HybridFull Time
12+ YOEActive CPA or EA, 12+ years public accounting/tax experience, proven people management, deep federal/state/local tax knowledge, client relationship experience, proficiency with professional tax software.
UltraTax, Axcess Tax, Lacerte
2w
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High Net Worth Tax Managing Director
San Francisco or Fresno or Santa Rosa or Rancho Cordova or Woodland Hills or Napa or El Segundo or Stockton or San Jose or Salinas or Santa Clara or Walnut Creek
$202k-$383k/yr OnsiteFull Time
8+ YOE4+ MgmtUndergraduate degree in accounting or law, CPA or JD required; 8+ years tax planning/consulting for high-net-worth clients, 4+ years supervisory experience, U.S. work authorization preferred, ability to travel as needed.
3w
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Treasury Sales Officer I - Global Payment Solutions - Business Banking
Pleasanton or San Francisco
$108k-$160k/yr OnsiteFull Time
3+ YOEManage treasury revenue and product penetration for Business Banking clients; strong sales, relationship management, negotiation, and analytical skills; 3+ years TSO experience; bachelor\u0002s or equivalent; CTP preferred.
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Branch Office Administrator - Modesto, CA
Modesto, California, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, strong computer literacy, attention to detail, client service and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Risk Advisory Services Principal
San Francisco or Pasadena or Fresno or Santa Rosa or Los Angeles or San Diego or Rancho Cordova or Irvine or Woodland Hills or Napa or El Segundo or Stockton or San Jose or Salinas or Santa Clara or Walnut Creek or Chicago
OnsiteFull Time
12+ YOE7+ MgmtBachelor's in accounting or related, CPA or CIA required, 12+ years in risk advisory/internal audit/internal controls, 7+ years supervisory experience, proven business development and client leadership skills.