21 client account manager jobs at 12 companies in Stanley, VA
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Client Account Director - Amazon
United States or Charlottesville or Boston or Durham or Columbus
$165k-$210k/yr RemoteFull Time
7+ YOE7+ years enterprise account management experience, 2+ years in AI/ML data services, familiarity with data collection/annotation/validation, Salesforce proficiency, strong executive communication and strategic account planning skills.
Salesforce, AWS, Alexa
1mo
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Financial Services Client Associate
Waynesboro, Virginia, United States
$22-$26/hr OnsiteFull Time
Provide client service, assist with account opening/onboarding, support marketing, perform detailed data entry and reporting, maintain compliance and contact management systems.
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.
3w
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Client Account Services Transaction Specialist
Charlottesville, Virginia, United States
$20-$30/hr OnsiteFull Time
Associate degree in accounting/finance/business (or equivalent), experience with accounts payable/receivable, payroll, 1099s, general ledger, month-end close, sales tax and basic financial reporting; strong communication, analytical, and client-management skills.
3mo
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Client Reporting and Accounting Associate
Charlottesville, Virginia, United States
$90k-$105k/yr HybridFull Time
2+ YOEBachelor's degree required, minimum 2 years professional experience, strong accounting and analytical skills, advanced Excel/PowerPoint/Word, client service orientation, and ability to manage multiple priorities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, APIs
1mo
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Tax Manager - Trust & Estate
Owings Mills or Leesburg or Winchester or Middleburg or Richmond or Fredericksburg
$105k-$157k/yr HybridFull Time
Bachelor's in accounting required; CPA preferred. Manager-level tax accounting experience, strong technical tax knowledge, research and communication skills, client management, and people leadership.
3mo
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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
3mo
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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.
1w
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Group Sales Manager
Charlottesville, Virginia, United States
$65k-$70k/yr OnsiteFull Time
Generate group and conference sales, develop revenue strategies, prospect accounts, build client relationships, manage CRM activity, conduct site inspections, and support hotel sales planning.
Delphi, CRM
6d
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Customer Success Manager
New York City or Charlottesville or Denver
$59k-$84k/yr OnsiteFull Time
2+ YOERequires 2–5 years of customer success, client-facing, account management, consultative sales, or financial services experience; Salesforce and engagement-tool experience; strong communication and organizational skills; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker
1w
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Customer Success Manager
New York City or Denver or Charlottesville
$59k-$84k/yr HybridFull Time
2+ YOERequires 2–5 years in customer success, client-facing, account management, consultative sales, or financial services; CRM experience; strong communication, organization, relationship-building, and problem-solving skills. Bachelor's degree required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, SalesLoft, Cadence, Bloomberg Terminal, Refinitiv, FactSet, Tableau, Power BI, Looker
3mo
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Senior Auditor (VA, Harrisonburg)
Harrisonburg, Virginia, United States
HybridFull Time
2+ YOEBachelor's in Accounting; 2+ years public accounting for state/local government clients; 150 credit hours for CPA; ability to lead and supervise engagements.
GAAP, GASB, Audit Documentation
2w
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Financial Advisor
Charlottesville, Virginia, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, learning orientation, and legal US work authorization without sponsorship.
proprietary planning software
2w
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Branch Office Administrator
Orange, Virginia, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, and technology support; requires computer literacy, attention to detail, adaptability, and teamwork.
MoneyGuide, Salesforce, Microsoft Office
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