46 client account manager jobs at 29 companies in Trinity, 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
2w
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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.
1mo
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Account Manager
Mt Gilead, North Carolina, United States
$60k/yr OnsiteFull Time
Toshiba America Business Solutions
Toshiba America Business Solutions: Provides office imaging, digital signage, and document management solutions.
3+ YOEBachelor's degree or equivalent, 3+ years account management experience with client assessments, installations, training and support; valid driver's license and reliable insured vehicle; frequent travel and strong communication and upselling skills.
6d
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Client Portfolio Manager - Greensboro, NC
Greensboro, North Carolina, United States
HybridFull Time
OneDigital
OneDigital: Provider of insurance, financial services, and HR consulting solutions.
5+ YOEBachelor's degree in business, economics, accounting, finance, or related field; five years of investment management experience working with advisors and investment vehicles; Series 63 license required.
ETFs, mutual funds, model portfolios, institutional accounts, commingled funds, Artificial Intelligence (AI)
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
1mo
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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
2w
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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
2w
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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.
2mo
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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 materials; ensure compliance; build client relationships; proficiency with MS Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Account Manager - State Farm Agent Team Member
China Grove, North Carolina, United States
$35k-$80k/yr OnsiteFull Time
Kristina Cook - State Farm Agent
Kristina Cook - State Farm Agent: Independent contractor insurance and financial services agency
Sales and customer-service experience; ability to manage client relationships; strong communication; customer-focused.
2mo
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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
3w
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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.
2w
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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.
1mo
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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
3w
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Client Executive, Commercial Lines
Asheboro, North Carolina, United States
HybridFull Time
Trucordia
Trucordia: Provides national commercial, personal, and employee benefits insurance solutions.
7+ YOE7+ years managing complex commercial insurance accounts; deep P&C and L&H knowledge; active applicable insurance licenses; AMS360 proficiency; strong communication, negotiation, and analytical skills.
AMS360
1mo
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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
1d
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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.
1mo
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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.
1w
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Audit Manager, Real Estate
Greensboro, North Carolina, United States
HybridFull Time
Aprio
Aprio: Provides business advisory, accounting, and tax services globally.
4+ YOELicensed CPA, bachelor\u0002s degree required (master\u0002s preferred), 4-7 years public accounting experience with real estate experience preferred, proven staff coaching and client communication, willingness to travel 15-20%.
3w
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AVP Banking Center Manager (Branch Manager)
Kernersville, 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 commensurate experience, 2+ years retail client service/business development, 1+ year management preferred, NMLS within 30 days, valid driver’s license, knowledge of bank products/regulations, experience managing teams.
Microsoft Office