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
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.
Previous account management and boiler-room knowledge, client-facing communication skills, willingness and ability to travel, ability to work with inspectors and agencies.
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.
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.
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.
Columbia or Fort Valley or Charlotte or Lexington or Greensboro or Bluffton or Hilton Head Island or Peachtree Corners
$43k-$93k/yrOnsiteFull Time
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
Winston-Salem or New York City or Chicago or Grand Prairie or Cambridge or Libertyville or United States
$73k-$121k/yrHybridFull Time
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
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.
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
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: 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.
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.
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.
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.
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.
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.
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%.