25 client account manager jobs at 17 companies in Naples, FL
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Client Account Manager
Fort Myers, Florida, United States
OnsiteFull Time
3+ YOE3+ years account management or customer success experience in IT/MSP, bachelor’s or equivalent, CRM and Microsoft Office proficiency, ConnectWise familiarity preferred, valid driver’s license, must pass level 2 background check and drug screen.
CRM, ConnectWise, Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Client Relationship Manager
Sewell or Naples
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years client/account/operations experience, strong client service and financial metric knowledge, CRM and reporting proficiency, comfortable with travel up to 10%.
CRM, Microsoft Office, Power BI
2w
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Personal Lines Account Manager - Private Client
Winter Park or Tampa or Gainesville or Tallahassee or Melbourne or Fort Myers or Jacksonville or Miami or Davie
HybridFull Time
5+ YOERequires 5–7 years of relevant experience, high school education, strong English communication and problem-solving skills, Microsoft Office proficiency, and an applicable Florida property and casualty license.
Microsoft Office, EPIC
1mo
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Account Manager
Fort Myers, Florida, United States
FieldFull Time
Landscape experience with plant knowledge required; bachelor’s in horticulture/turf preferred (assoc or relevant experience considered); strong communication skills; client-facing and crew leadership ability.
4d
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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
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.
3mo
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Personal Lines Insurance Account Manager
Marco Island, Florida, United States
OnsiteFull Time
3+ YOE3+ years in personal lines, Property & Casualty license, strong client service, renewal management, ability to quote and bind.
4d
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Audit Manager/Director
Naples or Tampa or Lakeland or Orlando or Fort Myers
OnsiteFull Time
6+ YOEBachelor's degree in accounting, finance, or related field; CPA required; 6+ years of public accounting experience focused on financial statement preparation and audits; team leadership and client service skills.
3w
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Client Services/Business Development - Florida
Naples or Detroit
OnsiteFull Time
15+ YOE15+ years in account/project/business development, bachelor’s degree preferred, strong negotiation, relationship-building, proposal and strategic planning skills, intermediate-advanced Microsoft Word/Excel/PowerPoint/Publisher.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher
1w
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, investment and fiduciary expertise, leadership skills, and client relationship management experience.
2w
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Account Executive - CoStar Data & Analytics - Southwest Florida, Ft. Myers, FL
Fort Myers or Florida
FieldFull Time
3+ YOERequires 3+ years of B2B sales experience, a bachelor's degree, sales-target success, client management experience, a valid driver's license, and eligibility to work full-time in the United States.
CoStar
1w
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
10+ YOERequires 10+ years of investment decision-making and financial consulting experience with high-net-worth clients, extensive investment and fiduciary knowledge, and strong client relationship, leadership, and analytical skills.
Chief Investment Office
2mo
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
3w
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Outsourced Accounting Senior – Treasury and Payment Solutions
Atlanta or Iselin or Miami or Baton Rouge or Fort Myers or New York City or New Orleans or West Palm Beach or Fort Lauderdale or Columbus or Chicago
HybridFull Time
3+ YOEBachelor's in accounting/finance required; 3+ years treasury/accounts payable or related experience; CPA or CTP preferred; strong internal controls, Excel, client-facing and analytical skills; ability to work extended hours.
Microsoft Excel
2w
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Financial Advisor
Fort Myers, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
5d
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Wealth Advisor, Director
Sarasota or Tampa or Naples
$92k-$171k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
2mo
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Defense & Intel GTM Focal CSS Federal
Coral Gables or Naples or Annapolis Junction or Chantilly or Washington or Reston or McLean or Herndon or Bethesda
$151k-$281k/yr HybridFull Time
Bachelor's degree; deep cybersecurity and solution development expertise; strategic account management; client relationship building; cybersecurity service delivery.
Cybersecurity, Sales and delivery process tools, Strategic planning tools
5d
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J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Palm Beach Gardens or Orlando or Miami or Sarasota or Naples or Atlanta or Tampa or Heathrow
$181k-$300k/yr FieldFull Time
7+ YOERequires a four-year college degree plus J.D., LLM, or CPA; 7+ years as a trusts and estates or tax lawyer or CPA; strong tax, estate planning, communication, presentation, and client advisory skills.
Microsoft Office
1mo
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Managing Director, Complex Accounting & Litigation (Insurance Solvency Analysis)
Reston or Fort Myers or Naples
$200k-$300k/yr RemoteFull Time
15+ YOE15+ years in auditing, forensic accounting, litigation consulting or related roles; CPA or equivalent required; strong client delivery, leadership, business development, and communication skills.
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