39 client account manager jobs at 25 companies in Summerfield, NC

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Client Success Account Manager | HCM
Roanoke or High Point
HybridFull Time
CBIZ
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
3+ YOEHigh school diploma/GED required (bachelor's preferred), 3 years industry experience, strong oral and written communication, ability to work independently and in teams, proficiency with applicable technology, travel based on client needs.
Centrally HR, UKG Ready Talent, UKG
1mo
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Account Manager
Greensboro, North Carolina, United States
FieldFull Time
C&C Boiler Sales & Service
C&C Boiler Sales & Service: Sells, services, and rents industrial boiler room equipment.
Previous account management and boiler-room knowledge, client-facing communication skills, willingness and ability to travel, ability to work with inspectors and agencies.
3mo
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Account Manager, Private Client Services
Greensboro, North Carolina, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOEHigh school diploma; 3+ years in Personal Lines/insurance customer service; knowledge of personal lines; P&C license or ability to obtain; US work authorization; proficient in MS Office, especially Excel.
Microsoft Office, Excel
4w
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Client Success Manager, Media
Winston-Salem or New York City or Chicago or Grand Prairie or Cambridge or Libertyville or United States
$73k-$121k/yr HybridFull Time
Inmar Intelligence
Inmar Intelligence: Provides data-driven technology solutions for retail and healthcare operations.
3+ YOEBachelor's in marketing/communications or similar,3+ years media account or client service experience,deep digital media knowledge,strong communication and critical thinking,proficiency in Google Suite,Microsoft Office,Monday.com,Salesforce.
Google Suite, Microsoft Office, Monday.com, Salesforce, Google Analytics, Tableau, The Trade Desk
2mo
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Account Manager - Commercial Lines
Columbia or Fort Valley or Charlotte or Lexington or Greensboro or Bluffton or Hilton Head Island or Peachtree Corners
$43k-$93k/yr OnsiteFull Time
Relation Insurance
Relation Insurance: Provides insurance brokerage and risk management services.
5+ YOEProperty & Casualty license required, 5+ years commercial lines account management experience, high school diploma required (bachelor's preferred), strong communication and analytical skills, Microsoft Office proficiency, valid driver's license and ability to travel to client sites.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Logistics Account Manager
Kernersville, North Carolina, United States
$60k-$72k/yr OnsiteFull Time
Best Logistics Group
Best Logistics Group: Provides freight management, transportation logistics, and fleet maintenance solutions.
Build client portfolio via lead generation, liaise with carriers/shippers, manage shipment lifecycle, strong communication and multitasking, associates degree required, 3PL/logistics experience preferred.
1mo
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3mo
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Account Manager Personal Lines
Sanford, North Carolina, United States
$35k-$55k/yr OnsiteFull Time
Harris & Company Insurance
Harris & Company Insurance: Independent insurance agency focused on personal lines and service.
Manage personal lines client needs; licensing in NC P&C required; strong communication and customer service; background check; MS Office proficiency.
Microsoft Office, Agency Management System
1mo
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Account Representative
Winston Salem or Charlotte or Ann Arbor or Kalamazoo or Lansing or Beaufort or Charleston or Florence or Madison or Norfolk or Peoria or Champaign
OnsiteFull Time
Adams Outdoor Advertising
Adams Outdoor Advertising: Provides out-of-home advertising solutions via static and digital billboards.
Sell and manage small accounts for outdoor advertising, prepare contracts, handle call-ins, and maintain client relationships; valid driver’s license required; strong communication and sales skills.
1mo
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Wealth Client Specialist
Greensboro, North Carolina, United States
OnsiteFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0+ YOEBachelor's degree (or HS/GED with 4 years experience) in sales/customer service/operations; preferred banking or wealth management experience.
2mo
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Account Executive
Greensboro, North Carolina, United States
FieldFull Time
Saia
SaiaNASDAQ: SAIA: Provides regional and interregional less-than-truckload freight transportation services.
Develop and manage client relationships, prospect new clients, negotiate contracts, maintain CRM records, valid driver’s license and ability to travel; high school diploma or GED required; authorized to work in the U.S.
Salesforce
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Tax Professional Principal Manager/Office Lead
Clemmons, North Carolina, United States
HybridFull Time
Avior Wealth Management
Avior Wealth Management: Integrates tax, accounting, and wealth management services.
10+ YOECPA or EA required, bachelor’s in accounting required (master’s preferred), 10+ years public accounting with leadership, advanced tax and GAAP expertise, business development and client management skills.
CCH Axcess, Engagement
2w
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R&D Tax Credit Manager
Greensboro or Raleigh or Charlotte
HybridFull Time
Bernard Robinson & Company
Bernard Robinson & Company: CPA firm providing audit, tax, and advisory services.
4+ YOEBachelor's or advanced degree in accounting, 4–6 years of R&D tax credit experience, client engagement management, strong analytical and communication skills, accounting software proficiency, and a valid driver's license.
2mo
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J.P. Morgan Wealth Management – Private Client Advisor - Kernersville, NC
Kernersville, North Carolina, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) required or must be obtained within 60 days; life, health and long-term care insurance licenses required/obtainable within 60 days; CFP and bachelor’s degree preferred.
2w
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Relationship Manager III - C&IB
Greensboro, North Carolina, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
8+ YOEBachelor's degree preferred and typically 8+ years of industry-relevant experience. Requires advanced credit analysis, financial analysis, portfolio management, sales, negotiation, client relationship, and risk management skills.
2w
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AVP Banking Center Manager (Branch Manager)
Lexington, North Carolina, United States
OnsiteFull Time
Bank OZK
Bank OZKNASDAQ: OZK: A regional bank providing retail and commercial financial services.
2+ YOE1+ MgmtBachelor’s degree or equivalent experience, 2+ years in retail client service or business development, leadership experience, financial target achievement, banking knowledge, and a valid driver’s license.
Microsoft Office
1mo
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AVP Banking Center Manager (Branch Manager)
Kernersville, North Carolina, United States
OnsiteFull Time
Bank OZK
Bank OZKNASDAQ: OZK: Provides regional commercial banking and diverse financial services.
2+ YOE1+ MgmtBachelor's or commensurate experience,2+ years retail client service/business development,1+ year leadership preferred,NMLS within 30 days,valid driver’s license,knowledge of bank products/regulations,Microsoft Office proficiency.
Microsoft Office
3mo
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Accounting Consultant - Engagement Director
Winston-Salem, North Carolina, United States
HybridFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years of relevant experience including public accounting; bachelor’s in accounting/finance/business required; CPA preferred; expert Microsoft Excel and accounting software; project management and client service experience.
Microsoft Excel
3w
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Specialized Tax Services - Energy Incentives & Credits Manager
New York City or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or California or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$99k-$266k/yr HybridFull Time
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
4+ YOEBachelor's degree, ≥4 years experience, CPA or Bar or other tax/finance credential; expertise in energy tax credits, tax modeling, and client advisory; coaching and leadership skills.
2d
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Regional Area Maintenance Manager
Garner or Greensboro or Morrisville
FieldFull Time
CBRE
CBRENYSE: CBRE: Provides global commercial real estate services and investment management.
4+ YOEBachelor's degree in a technical field or two years on the client account; 4+ years' industry experience, 2+ years' preventive maintenance experience, leadership skills, and ability to travel and perform physical work.
Microsoft Outlook, Microsoft Word, Microsoft Excel