30 client account manager jobs at 21 companies in Sanibel, 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
3w
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Client Relationship Manager
Sewell or Naples
$60k/yr OnsiteFull Time
3+ YOEHigh school diploma, 3+ years client/account/operations experience, strong client service and financial metric knowledge, CRM and reporting proficiency, comfortable with travel up to 10%.
CRM, Microsoft Office, Power BI
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.
1w
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
6d
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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
4d
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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
3d
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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.
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.
1mo
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Client Services/Business Development - Florida
Naples or Detroit
OnsiteFull Time
15+ YOE15+ years in account/project/business development, bachelor’s degree preferred, strong negotiation, relationship-building, proposal and strategic planning skills, intermediate-advanced Microsoft Word/Excel/PowerPoint/Publisher.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Publisher
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
1mo
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
10+ YOE10+ years of investment decision-making with high-net-worth clients; fiduciary knowledge; leadership, client relationship, and portfolio construction skills; CFP/CFA/CPA credentials preferred.
1mo
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Portfolio Manager III
Naples, Florida, United States
OnsiteFull Time
10+ YOE10+ years advising high-net-worth clients in investment decision-making; knowledge of fiduciary standards, investments, tax, legal and operations; strong client relationship and leadership skills.
2mo
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Wealth Advisory Manager
Southlake or Dallas or San Francisco or New York City or Seattle or San Diego or Naples
$100k-$140k/yr HybridFull Time
3+ YOE3+ years client-facing advisory experience in wealth management; CFP preferred; 4-year degree in finance-related field; proficiency with MoneyGuide Pro, eMoney, Orion, Salesforce, Excel and PowerPoint; strong financial and communication skills.
MoneyGuide Pro, eMoney, Orion, Salesforce, Microsoft Excel, Microsoft PowerPoint
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.
1mo
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Outsourced Accounting Senior – Treasury and Payment Solutions
Atlanta or Iselin or Miami or Baton Rouge or Fort Myers or New York City or New Orleans or West Palm Beach or Fort Lauderdale or Columbus or Chicago
HybridFull Time
3+ YOEBachelor's in accounting/finance required; 3+ years treasury/accounts payable or related experience; CPA or CTP preferred; strong internal controls, Excel, client-facing and analytical skills; ability to work extended hours.
Microsoft Excel
3w
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Financial Advisor
Fort Myers, Florida, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
1w
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Wealth Advisor, Director
Sarasota or Tampa or Naples
$92k-$171k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
1w
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J.P. Morgan Wealth Management - Executive Director, Advanced Planner (Wealth Strategist)
Palm Beach Gardens or Orlando or Miami or Sarasota or Naples or Atlanta or Tampa or Heathrow
$181k-$300k/yr FieldFull Time
7+ YOERequires a four-year college degree plus J.D., LLM, or CPA; 7+ years as a trusts and estates or tax lawyer or CPA; strong tax, estate planning, communication, presentation, and client advisory skills.
Microsoft Office
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