27 client account manager jobs at 15 companies in Seaside, CA
3w
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Account Manager
San Jose or San Francisco
$109k-$147k/yr OnsiteFull Time
4+ YOE4+ years sales or related experience; bachelor's in architecture/interior design or equivalent; project management familiarity; strong presentation, negotiation, and client relationship skills; valid California driver's license required.
Microsoft Word, Microsoft Excel, MillerKnoll Workplace Insights
1mo
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Client Success Manager
Monterey, California, United States
OnsiteFull Time
2+ YOE2+ years B2B sales or account management experience; experience selling logistics/transportation to CPG, retail, or fresh food preferred; strong communication, problem solving, and attention to detail; ability to travel up to 20%.
1w
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Client Development Senior Manager - State and Local Government Health
New York City or Tampa or Boston or Orange County or San Francisco or San Diego or Los Angeles or Sacramento or Santa Clara County or Washington or Albany or Chicago
$170k-$187k/yr HybridFull Time
7+ YOERequires 7–10 years in business consulting, accounting, or legal-firm sales support, client management, or business development; bachelor's degree; state health procurement expertise; CRM, analytics, and Microsoft Office proficiency.
Salesforce, HubSpot, ClientSense, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
3d
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Commercial Lines Account Manager
Watsonville or Watsonville
$100k-$110k/yr HybridFull Time
7+ YOERequires 7+ years of commercial lines insurance experience, client service and organizational skills, Microsoft Office and agency management systems proficiency, and an active or obtainable Property & Casualty insurance license.
Microsoft Office, Applied Epic
1mo
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Assistant Fund Manager - Private Credit
Carmel-by-the-Sea or Boston or Chicago
$60k-$105k/yr HybridFull Time
5+ YOEBachelor's in accounting, 5+ years experience (credit accounting preferred), ability to manage 1-2 staff, audit/SOC1 experience, strong analytical and communication skills, client reporting and fund accounting knowledge.
1mo
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Senior Tax Manager
Santa Cruz, California, United States
HybridFull Time
10+ YOECPA or EA (active or willing to reactivate),10+ years public accounting/tax,experience managing and developing tax staff,client relationship management,strong technical knowledge of federal/state/local tax,proficiency with UltraTax/Axcess Tax/Lacerte.
UltraTax, Axcess Tax, Lacerte
2mo
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Tax Manager-High Net Worth
Campbell, California, United States
$130k-$165k/yr HybridFull Time
5+ YOECPA required, minimum 5 years public accounting experience; degree in Accounting or MST preferred; experience with CCH ProSystem and Axcess preferred; strong high-net-worth tax, equity compensation, trust/estate knowledge, and client advisory skills.
CCH ProSystem, Axcess
3w
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Relationship Manager
Monterey, California, United States
$85k-$110k/yr OnsiteFull Time
Bachelor's degree in finance/business required, Series 65 required, CFP preferred, client-facing financial services experience preferred, strong organizational and communication skills.
Salesforce
2mo
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Global Mobility Tax - Manager
New York City or Campbell
$91k-$140k/yr HybridFull Time
6+ YOECPA or EA (or JD), 6+ years U.S. private client tax experience with cross-border exposure, strong knowledge of international individual tax, trusts, estate/gift rules, experience preparing U.S. returns and international reporting, and team management ability.
2mo
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Sr. Manager, Wealth Advisor – Schwab Wealth Advisory
Campbell, California, United States
$168k-$228k/yr OnsiteFull Time
Manage complex client relationships, deliver holistic financial plans and tailored investment guidance; strong time management, judgment, and coaching skills. CFP or CFA, Bachelor’s degree, Series 7 and 66 (may be obtained within 120 days).
3w
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High Net Worth Tax Managing Director
San Francisco or Fresno or Santa Rosa or Rancho Cordova or Woodland Hills or Napa or El Segundo or Stockton or San Jose or Salinas or Santa Clara or Walnut Creek
$202k-$383k/yr OnsiteFull Time
8+ YOE4+ MgmtUndergraduate degree in accounting or law, CPA or JD required; 8+ years tax planning/consulting for high-net-worth clients, 4+ years supervisory experience, U.S. work authorization preferred, ability to travel as needed.
1mo
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Senior Tax Strategy Advisor
Rockford or Beaverton or Fullerton or Los Gatos or Walnut Creek or Westlake Village
$140k-$180k/yr HybridFull Time
10+ YOECPA or EA required, Bachelor's in Accounting/Finance/Business required, CFP/PFS required within 1 year, 10+ years tax and financial planning experience with high-net-worth clients, proficiency in tax software and Microsoft Office.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Financial Solutions Advisor Registration Candidate - Carmel Center
Carmel, California, United States
$29-$34/hr OnsiteFull Time
1+ YOEObtain required licenses (SIE, Series 7, Series 66), build client relationships, manage time, and progress through licensed roles.
SIE, Series 7, Series 66
1mo
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Wealth Management Advisor - Hollister, CA
Hollister or Watsonville or Freedom
$65k-$80k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3+ years financial sales experience (preferably with affluent clients); Series 7 and 63/65/66 and state insurance license; strong financial planning and relationship management skills.
2w
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Financial Advisor
Campbell, California, 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.
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