36 client account manager jobs at 28 companies in Punta Gorda, 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
4w
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Client Relationship Manager
Sewell or Bonita Springs
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma or GED and 3+ years in client relationship management, account management, or operational leadership. Requires client service, financial metrics, KPI, reporting, CRM, and Microsoft Office skills; travel up to 10%.
CRM, Microsoft Office, Power BI
2mo
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Private Client Manager II
Sarasota, Florida, United States
OnsiteFull Time
7+ YOESeries 7/63/65 (or 7/66) required or obtainable, SAFE Act registration for mortgage origination, 7+ years managing high-net-worth client relationships, strong banking/credit knowledge, teamwork and interpersonal skills.
2w
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Client Relationship Manager
Venice, Florida, United States
FieldFull Time
5+ YOERequires 5+ years of client service, account management, property management, or related B2B service experience, a valid U.S. driver's license, local travel ability, communication, financial, and organizational skills.
Aspire
1mo
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Account Manager
Sarasota or Longboat Key or Palm Beach County
$70k-$80k/yr FieldFull Time
3+ YOE3+ years landscape maintenance or account management experience; strong communication, organizational and consultative sales skills; budgeting and proposal knowledge; valid driver’s license and clean driving record; ability to travel daily to client sites.
Aspire, CRM
3w
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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.
5d
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Client Relationship Manager, Employee Benefits-Middle Market
Naples or Fort Myers
OnsiteFull Time
2+ YOEBachelor's degree and 2–4+ years of employee benefits and account management experience. Requires a current Life & Health license, benefits knowledge, analytical skills, and strong client communication abilities.
Brokerage Builder, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Zywave
2mo
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Client Advisor
Clearwater or Sarasota
HybridFull Time
Manage complex business insurance accounts, renewals, client service, and mentoring; requires current 2-20 license and deep knowledge of commercial insurance and marketplace conditions.
Sagitta Agency Management System
2mo
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Ascent Managing Director Client Advisor
Sarasota, Florida, United States
$197k-$241k/yr OnsiteFull Time
15+ YOEBachelor's in finance/accounting or related, 15+ years financial services experience, 10+ years with ultra high net worth clients, MBA/JD/CFP/CFA/CPA noted; strong leadership, communication, analytical skills.
4d
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Registered Client Associate
Sarasota, Florida, United States
OnsiteFull Time
Requires wealth management office, administrative, and customer service experience; Series 7 and 66 registrations required or obtainable after hire; CRM and Microsoft Office 365 proficiency.
Client Relationship Management (CRM) software, Microsoft Office 365
3d
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Account Executive
Naples or St. Petersburg or Fort Myers
OnsiteFull Time
3+ YOEHigh school diploma or GED, 3+ years in account management or client services, valid driver's license, MS Office Suite and Excel proficiency, strong communication and organizational skills; Florida Life & Health license within 30 days.
Microsoft Office Suite, Microsoft Excel, Agency Management System
3mo
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J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota
Sarasota, Florida, United States
OnsiteFull Time
2+ YOEAt least 2 years in a financial advisory role; Series 7 and Series 66; Life/Health/LTC licenses or willingness to obtain within 60 days; strong client relations and planning skills.
2d
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Tax Manager
Philadelphia or Horsham or Bonita Springs
OnsiteFull Time
7+ YOEBachelor's or master's degree in accounting, 7+ years of public accounting tax experience, and a CPA license. Requires technical tax knowledge, leadership, communication, organization, and client service skills.
1mo
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Clinical Account Executive, nP - Orlando/Sarasota/Tampa
Orlando or Sarasota or Tampa or Florida
FieldFull Time
2+ YOEBS or equivalent,2+ years account management in molecular diagnostics,3+ years engaging hospital systems and behavioral health clients,consultative selling,executive-level engagement,ability to travel >50%.
Microsoft Excel, Microsoft PowerPoint, Salesforce.com
1w
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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.
1w
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Tax Manager - Estate & Trust Team
Sarasota or Tampa or Lakewood Ranch
$94k-$130k/yr HybridFull Time
7+ YOECPA license, bachelor's degree in accounting or related field, and 7+ years of public accounting experience with estate, trust, gift, fiduciary, and high-net-worth individual taxation. Requires leadership and client relationship skills.
3w
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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
2mo
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Repossession Case Manager
Punta Gorda, Florida, United States
$55k-$75k/yr OnsiteFull Time
Operate fast-paced recovery operations: skip-trace accounts, coordinate field agents, manage client communication, route daily assignments, and track account updates; repossession/skip tracing/dispatch experience preferred.
1w
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Tax Senior Manager - Corporate Taxation and Mergers and Acquisitions
Raleigh or Bethesda or Austin or Plano or Nashville or Tysons Corner or San Antonio or Fort Worth or Dallas or Norcross or Louisville or Chicago or Houston or Kansas City or Elgin or Orlando or Greenville or San Diego or Alpharetta or New Orleans or Augusta or Torrance or Warrendale or Rockville or Spring House or Royersford or Reading or Pittsburgh or Morgantown or Greensburg or Indianapolis or Fayetteville or West Warwick or Aiken or Wilmington or Denver or Marlton or Bedford or Allentown or Charlotte or Coral Gables or Tampa or Henrico or Sarasota or Lexington or Atlanta or Colorado Springs or Richmond or Arlington or Fort Lauderdale or Palm Beach Gardens or Jeffersonville or Virginia Beach or Cincinnati or Los Angeles or Orland Park or Gastonia or Jersey City or Waltham or United States
$174k-$278k/yr RemoteFull Time
10+ YOECPA and/or JD with 10+ years of federal tax experience, significant business taxation experience, and expertise in corporate taxation, M&A, transaction structuring, due diligence, research, writing, and client advisory.
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