12 client account manager jobs at 8 companies in Rutland, VT
2mo
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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.
3w
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Senior Tax Manager - FSV Accountants
Montpelier, Vermont, United States
$130k-$160k/yr HybridFull Time
7+ YOEBachelor's degree in accounting, finance, or related field; active CPA or EA; 7–10 years of progressive tax experience; leadership, tax compliance, planning, audits, advisory, and client development expertise.
CCH Axcess, Lacerte, QuickBooks
1mo
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Audit Associate - Fall 2027
St George or Raleigh or Vienna or Edison or Charleston or Jacksonville or Park Ridge or Atlanta or United States
HybridFull Time
0+ YOEBachelor's in Accounting, 150 credit hours to sit for CPA, 0-1 years public accounting experience, leadership potential, ability to manage audits and client communication.
1mo
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Audit Associate - Fall 2027
St George or Raleigh or Vienna or Edison or Charleston or Jacksonville or Park Ridge or Atlanta or United States
OnsiteFull Time
0+ YOEBachelor's degree in Accounting, 150 credit hours to sit for CPA,0-1 years public accounting experience, leadership potential, and ability to manage audit tasks and client communication.
2w
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Managed Services Revenue Cycle - Director
Tampa or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Louisville or Rochester or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Spartanburg or Albany or Toledo or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Montpelier or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Fort Worth or Greensboro or Phoenix or Pittsburgh or Houston or Portland
$155k-$410k/yr OnsiteFull Time
8+ YOERequires a bachelor's degree and at least 8 years of experience; expertise in financial forecasting, analysis, budgeting, risk management, client relations, business development, and team leadership.
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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Wealth Management Associate
Glens Falls, New York, United States
$90k-$130k/yr OnsiteFull Time
Provide senior-level client service supporting financial advisors, strong knowledge of financial products, MS Office (Excel) proficiency, leadership and organizational skills, and exceptional client communication.
Microsoft Excel, Microsoft Office, MS Online, Internet applications
2mo
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Tax Director - Global Information Reporting
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or San Jose or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Tulsa or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Fort Worth or Greensboro or Hartford or Houston or Grand Rapids or Indianapolis or Irvine or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or United States or Oklahoma City or Orlando or Philadelphia or Phoenix or Pittsburgh or Portland
$150k-$438k/yr HybridFull Time
8+ YOEBachelor's degree, 8+ years of experience, CPA or bar membership (or equivalent tax/technology/finance credential); demonstrated strategic leadership, business development, and client relationship experience.
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
4w
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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
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