8 client account manager jobs at 5 companies in Rockingham, VT
1w
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Concord or New Hampshire
FieldFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client management, customer service, or client support, preferably in healthcare or business-to-business settings; Microsoft Office and project management experience.
Microsoft Office, CRM software
1mo
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Account Management Assistant
Barre or Claremont or Keene or New London
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years P&C customer service or sales experience, strong communication and time management, proficiency with AMS360 and PC, ability to manage client accounts and renewals.
AMS360
3w
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Tax Manager
Concord or Keene or Lebanon
OnsiteFull Time
6+ YOE6+ years public accounting tax experience, CPA preferred, experience preparing complex business and individual tax returns, strong technical federal/state tax knowledge, client service, mentoring, and communication skills.
1mo
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Private Wealth Advisor
Hanover or Bedford
HybridFull Time
10+ YOE10+ years financial services experience; expertise in wealth management, trust/fiduciary/advisory services; strong client service, relationship management, and strategic planning skills.
2mo
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Branch Office Administrator - Rutland, VT
Rutland, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; manage account tasks, process transactions, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator
Rutland, Vermont, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology support while learning financial services processes and maintaining accurate records.
MoneyGuide, Salesforce, Microsoft Office
2d
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BOA
Brattleboro, Vermont, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology-enabled operations; requires analytical thinking, attention to detail, adaptability, communication, and teamwork.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Springfield, VT
Springfield, Vermont, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account openings and transactions, use MoneyGuide, Salesforce, and Microsoft Office; requires analytical thinking, attention to detail, and strong communication.
MoneyGuide, Salesforce, Microsoft Office