11 client account manager jobs at 7 companies in Roanoke, VA
2mo
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Client Success Account Manager | HCM
Roanoke or High Point
HybridFull Time
3+ YOEHigh school diploma/GED required (bachelor's preferred), 3 years industry experience, strong oral and written communication, ability to work independently and in teams, proficiency with applicable technology, travel based on client needs.
Centrally HR, UKG Ready Talent, UKG
1mo
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Tax Senior Manager
Lynchburg or Virginia Beach
OnsiteFull Time
8+ YOEBachelor's in Accounting, CPA (preferred/expected), 8+ years public accounting experience, leadership and client relationship skills, advanced Microsoft Office proficiency, ability to manage multiple complex engagements.
Microsoft Office
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
6+ YOEHigh School diploma; 5-7 years financial services experience; 2+ years as a Registered Client Assistant; FINRA SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
2mo
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Registered Client Assistant III--Wealth Management (Richmond, Fredericksburg, Christiansburg, Charlottesville)
Glen Allen or Christiansburg or Fredericksburg or Charlottesville
$52k-$77k/yr OnsiteFull Time
5+ YOEHigh School diploma; 5-7 years in financial services; 2+ years as a Registered Client Assistant; FINRA registrations SIE, Series 7 or 6 and 63; Virginia life insurance and annuities licenses.
Microsoft Office, Online systems
3w
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Portfolio Manager, NextGear Capital (NC, VA, and West VA territory)
Roanoke or Winston-Salem or Virginia or North Carolina or West Virginia
$89k-$134k/yr FieldFull Time
4+ YOEBA/BS plus 4+ years related experience (or MS+2yrs or 8yrs experience), strong financial acumen, client-facing B2B/account management or collections experience, valid driver’s license, Excel and Salesforce proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, Salesforce
1w
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Tax Director
Lynchburg, Virginia, United States
$140k-$200k/yr OnsiteFull Time
10+ YOEBachelor's in Accounting required, CPA presumptively mandatory, 10+ years public accounting experience preferred, strong leadership, client relationship, business development, and Microsoft Office skills.
Microsoft Office
1mo
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Tax Director
Lynchburg or Virginia Beach
OnsiteFull Time
10+ YOEBachelor's in Accounting required; CPA presumptively mandatory; 10+ years public accounting experience preferred; advanced technical tax expertise, client relationship and business development skills, and Microsoft Office proficiency.
Microsoft Office
2d
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Branch Office Administrator - Roanoke, VA
Roanoke, Virginia, United States
OnsiteFull Time
Requires client service, account management, administrative, operational, communication, analytical, detail-oriented, teamwork, computer literacy, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2d
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Branch Office Administrator
Roanoke or Cave Spring
$21-$23/hr OnsiteFull Time
Strong client service, communication, analytical, organizational, and computer skills; ability to manage accounts, support financial advisors, schedule appointments, and learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Sales Development Representative - Roanoke, VA
Roanoke, Virginia, United States
$60k/yr OnsiteFull Time
1+ YOEEntry-level sales role; sales degree/certification or 1–2 years sales experience preferred. Must prospect, engage clients, set meetings, and support account management.
LinkedIn, Connected
3d
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Territory Field Lead
Roanoke or Virginia
$50k-$56k/yr FieldFull Time
2+ YOERequires 2+ years of sales and client-facing experience, willingness to travel, valid driver's license, and ability to pass motor vehicle and drug checks. Bachelor's degree and wireless or account management experience preferred.
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