22 client account manager jobs at 18 companies in Moriarty, NM
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Account Manager
Santa Fe, New Mexico, United States
FieldFull Time
Landscape experience and plant knowledge required; bachelor\u0002s in horticulture/turfgrass preferred; ability to manage crews, budgets, and client relationships; comfortable communicating with diverse stakeholders; Spanish is a plus.
1mo
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Private Client Portfolio Manager I
Santa Fe, New Mexico, United States
OnsiteFull Time
3+ YOEDeliver high-quality client service for private banking and wealth clients; open accounts, support relationship managers, handle loan processes, and assist business development. Bachelor's or 3 years related experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Google Mail, IBS, Image Now, Salesforce, FIS, Finzly WIr
2mo
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Account Manager
Albuquerque, New Mexico, United States
FieldFull Time
Client-facing role requiring strong communication, problem-solving, Word/Excel proficiency, multitasking; Spanish bilingual preferred; ability to visit customer sites and coach field personnel.
Microsoft Word, Microsoft Excel
1mo
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Client Solutions Manager, Technology
Albuquerque, New Mexico, United States
HybridFull Time
2+ YOE2+ years B2B business development or IT-related experience preferred, strong closing and account management skills, ability to multi-task, bachelor's degree preferred.
3mo
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Senior Director of Client Services - School Finance
Albuquerque, New Mexico, United States
OnsiteFull Time
12+ YOE5+ Mgmt12+ years K-12 school finance in NM; leadership of client-facing teams; SBO license; strategic advisory to school leaders.
1w
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J.P. Morgan Wealth Management – Private Client Advisor – Rio Rancho, NM
Rio Rancho or Rio Rancho
OnsiteFull Time
2+ YOERequires 2+ years of financial advisory or equivalent financial services experience, client relationship and acquisition success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
digital technology
3mo
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Tax Manager
Rio Rancho, New Mexico, United States
OnsiteFull Time
5+ YOECPA required with GAAP knowledge; 5+ years in public accounting; strong client relationship and mentoring skills.
1mo
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Tax Manager/Director
Tempe or Denver or Albuquerque or Salt Lake City or Colorado Springs or Tucson
$107k-$175k/yr OnsiteFull Time
6+ YOE6+ years tax experience in public accounting or professional services, bachelor’s in Accounting/Finance required, CPA required (EA or JD accepted), supervisory experience, client advisory skills.
1mo
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Manager, Tax
Santa Fe, New Mexico, United States
OnsiteFull Time
5+ YOECPA, EA, or JD required (CPA preferred); minimum 5 years public accounting experience; leadership, decision-making, client communication, and ability to work under pressure required.
3mo
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Tax Manager, Asset Management
Denver or Albuquerque or Oklahoma City or Austin or Dallas or Fort Worth or Houston or San Antonio
OnsiteFull Time
5+ YOE5+ years pass-through and partnership tax experience; bachelor\u0002s degree; CPA, EA, or JD/LLM (or obtain within one year); experience managing engagements and client teams.
1w
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Transaction Associate Manager
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/yr RemoteFull Time
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.
Microsoft Excel
1w
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Tax Manager
Albuquerque, New Mexico, United States
HybridFull Time
5+ YOERequires 5+ years of tax experience, CPA license, tax return preparation expertise, complex tax research and communication skills, and strong client service and interpersonal abilities.
UltraTax, Thomson Reuters Engagement Manager, Microsoft Excel, Microsoft Word
1mo
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(Senior) Tax Manager
Albuquerque, New Mexico, United States
$120k-$160k/yr OnsiteFull Time
5+ YOECurrent CPA license, 5+ years tax experience, client-facing and staff leadership ability, strong attention to detail and knowledge of federal/state tax laws.
3w
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Financial Center Manager - Santa Fe South Financial Center - Spanish Language Preferred
Santa Fe, New Mexico, United States
OnsiteFull Time
1+ YOE1+ MgmtManage a financial center, develop talent, deliver client-centric service, meet business results; minimum 1 year leadership experience; high school diploma/GED required; comfortable with technology and data-driven decision making.
1mo
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Sage Intacct & ERP Consultant
Albuquerque or Phoenix
$74k-$88k/yr HybridFull Time
1+ YOEAssociates or bachelor's in accounting/technology preferred; 1-2 years bookkeeping/accounting experience preferred; experience with ERP and Sage Intacct; working knowledge of accounting principles and client support skills.
Sage Intacct
3w
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Managing Director
Santa Fe, New Mexico, United States
HybridFull Time
3+ YOE3+ years in financial services/wealth management with a personal practice; active life and health license; FINRA series 6/7 and 63/66 preferred; leadership, client acquisition, and planning skills required.
2w
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Financial Advisor
Albuquerque, New Mexico, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
planning software
4w
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Financial Solutions Advisor Registration Candidate - Country Club Financial Center
Rio Rancho, New Mexico, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and Series 66 licenses; SAFE Act registration for mortgage originations; client relationship and sales aptitude; time management and adaptability to technology.
3w
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Associate Financial Advisor
Albuquerque, New Mexico, United States
$70k-$90k/yr OnsiteFull Time
2+ YOE4-year degree required,2+ years wealth management experience,Series 7 and 66 or Series 65,CFP preferred,ability to prepare client reviews,assist in meetings,and use CRM/advisor technology.
CRM
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