Lancaster or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ MgmtRequires 10+ years in accounting and client accounting services, 5+ years in CAS or outsourced accounting leadership, practice-building experience, accounting standards and payroll knowledge, and team and client engagement management.
PowerPay: Digital lending platform for home improvement and healthcare loans.
Requires strong customer management, computer, phone, active listening, communication, multitasking, organization, prioritization, and time management skills. A bachelor's degree is desired.
Rockefeller Capital Management: Provides wealth management and financial advisory services to clients.
5+ YOERequires 5+ years in client service or relationship management within wealth management or financial services, a bachelor's degree, Series 7 and 66, and strong communication, organization, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, AI
Lyra Technology Group: Operates a global portfolio of managed IT service providers.
2+ YOERequires a bachelor's degree or equivalent experience, 2–5 years in account management or client-facing work, CRM experience, strong communication and organizational skills, technology familiarity, and local travel availability.
WPP ProductionLondon Stock Exchange: WPP: Global creative production division delivering multi-channel content at scale.
2+ YOERequires 2–4 years of client-facing account or project management in advertising or marketing, omnichannel production experience, agency experience, budget management, and cross-functional collaboration.
Adobe, Microsoft Office, Salesforce Marketing Cloud
CLEAResult: Designs and manages energy efficiency programs for utility companies.
2+ YOE2+ years relevant experience preferred, bachelor’s degree preferred, strong presentation and client-facing skills, ability to manage commercial/industrial accounts and support project lifecycle.
LandCare: Provides commercial landscaping and outdoor facility maintenance services.
Manage client relationships, create proposals and contracts, coordinate with production teams, and pursue new business through networking and prospecting.
Client Service Specialist I (Account Manager), Client Services Centralized Operations
Oaks, Pennsylvania, United States
HybridFull Time
SEINASDAQ: SEIC: Provides technology and investment solutions for financial services institutions.
3.5+ YOEBachelor's degree or equivalent; 3.5+ years supporting alternative investment operations; supervisory experience, financial account services knowledge, Geneva experience, Microsoft Office proficiency, and strong client communication skills.
Geneva, Microsoft Excel, Microsoft Access, Microsoft Word
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOELead development and execution of client service strategies; manage national accounts; 5-8 years in claims/administration; bachelor’s degree; relevant certifications preferred.
Manager, Client Accounting Services (CAS) – Professional Services Focus
Lancaster, Pennsylvania, United States
HybridFull Time
Trout CPA: Certified public accounting firm providing tax, audit, and advisory services.
5+ YOE5+ years accounting experience, controller/manager background, bachelor's in accounting, CPA preferred, QuickBooks Online/Sage Intacct experience, familiarity with BILL/Expensify/Ramp/Fathom, strong communication and project skills.
AMS Fulfillment: Omnichannel third-party logistics and order fulfillment services for brands.
2+ YOERequires 2 years of promotional material management or service company experience, operations, reporting and analysis, client relationship building, multitasking, troubleshooting, and strong written and verbal communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook
AMS Fulfillment: Provides bicoastal third-party logistics and omnichannel order fulfillment services.
2+ YOERequires 2 years of promotional material management or business service experience, operations, reporting and analysis, client relationship building, problem-solving, multitasking, and strong written and verbal communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
North America or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton or United States
$60k-$101k/yrHybridFull Time
PathwardNASDAQ: CASH: Provides banking infrastructure and commercial financing solutions.
3+ YOEBachelor's or equivalent,3+ years relevant experience,account portfolio management,analytical and communication skills,detail oriented and self-starter.
IQVIANYSE: IQV: Provides clinical research and data analytics for pharmaceutical companies.
Bachelor's degree required; experience in client services or account management with proven people management; strong technical aptitude, training experience, project and stakeholder management; experience with data/analytics preferred.
Strategic Account Manager - CVS Media Exchange(CMX)
Wellesley or Boston or New York or Woonsocket or Blue Bell or Chicago
$66k-$152k/yrHybridFull Time
CVS HealthNYSE: CVS: Provides retail pharmacy, health insurance, and pharmacy benefit management services.
4+ YOE4+ years in account management, media planning, digital marketing, or retail media; Bachelor’s degree or equivalent; strong client relationship, upselling, analytical, and communication skills; experience with Salesforce and campaign management.