29 client account manager jobs at 13 companies in Pierce, CO
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Event Services - Client Account Manager
Fort Collins, Colorado, United States
$70k-$75k/yr OnsiteFull Time
3+ YOEHigh school diploma or equivalent, at least 3 years of event management or supervisory experience, staff management skills, customer relationship skills, Microsoft Office proficiency, and payroll, billing, and scheduling experience.
ABI, WinTeam, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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Event Services - Client Account Manager
Fort Collins, Colorado, United States
$70k-$75k/yr OnsiteFull Time
3+ YOEHigh school diploma or equivalent, 3+ years of event management or supervisory experience, and experience hiring, developing, motivating, and retaining staff. Microsoft Office proficiency and payroll, billing, and scheduling experience required.
Microsoft Office, ABI, WinTeam
1mo
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Account Manager – Small Group
Fort Collins, Colorado, United States
$50k-$60k/yr HybridFull Time
Experience in client service or employee benefits, knowledge of medical/dental/vision/ancillary programs, strong communication and relationship skills, and ability to manage multiple priorities. Bachelor’s preferred; agency management systems experience preferred.
1mo
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Account Manager – Small Group
Fort Collins, Colorado, United States
$50k-$60k/yr HybridFull Time
Client-service experience in employee benefits, knowledge of medical/dental/vision programs, strong communication, multitasking, and ability to obtain state life & health license within 3 months.
agency management systems
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
1mo
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Employee Benefits Senior Account Manager - Northern Colorado
Greeley, Colorado, United States
$75k-$85k/yr HybridFull Time
4+ YOEAssociate degree or 4+ years related experience; Colorado Life & Health Insurance license; experience with self-funded plans, AMS 360 and ImageRight; strong client relationship, analytical and compliance skills; valid Colorado driver’s license.
AMS 360, ImageRight
2mo
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Accounting Manager (Denver or Loveland CO)
Greenwood Village or Loveland or Denver
$90k-$115k/yr HybridFull Time
2+ YOEBachelor's in accounting, minimum 2 years accounting experience and 5+ years progressively responsible experience in business or government accounting; strong financial statement preparation and client advisory skills.
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Senior Wealth Manager ("Advisor")
Fort Collins, Colorado, United States
OnsiteFull Time
Bachelor's degree in finance, accounting, economics, or equivalent experience; FINRA registrations; securities industry knowledge; portfolio analysis skills; client relationship experience; clean U-4; and an existing book of business.
Microsoft LinkedIn
3w
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VP, Banking Manager
Fort Collins, Colorado, United States
$77k-$107k/yr OnsiteFull Time
7+ YOE7+ years client-facing banking experience, bachelor’s preferred, management experience preferred, strong leadership, deposit and treasury expertise, and notary commission within 90 days.
CRM
2mo
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Family Services Supervisor
Cheyenne or United States
OnsiteFull Time
Bachelor's in Accounting/Finance required; experience with fiduciary accounting or trust taxation; supervisory experience; preparing/reviewing trust financial statements and tax returns; proficiency with Sage Intacct and Bill.com; strong client communication.
Sage Intacct, Bill.com
2mo
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Family Services Supervisor
Cheyenne or Fort Collins
OnsiteFull Time
Bachelor's in Accounting/Finance required; experience with fiduciary accounting or trust taxation; ability to prepare/review financial statements and tax returns; supervisory experience and strong client communication; proficiency with Sage Intacct and Bill.com.
Sage Intacct, Bill.com
1mo
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Managing Director
Loveland, Colorado, United States
HybridFull Time
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; strong client development, leadership, and relationship management skills.
2w
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Financial Advisor
Fort Collins, Colorado, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, entrepreneurial ambition, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual’s proprietary planning software
3w
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Part Time Branch Office Administrator - Loveland, CO
Loveland, Colorado, United States
OnsitePart Time
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Partner Success Associate (Midwest)
Omaha or Minneapolis or Fargo or Sioux Falls or Billings or Cheyenne or Boise
$70k-$80k/yr HybridFull Time
2+ YOE2+ years in training or account management, strong presentation and communication skills, self-starter, ability to meet quota and KPIs, comfortable with in-person and virtual client engagement.
HubSpot, Zoom
2w
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Branch Office Administrator
Loveland, Colorado, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology use while supporting financial advisors and learning financial services processes.
MoneyGuide, Salesforce, Microsoft Office
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