31 client account manager jobs at 16 companies in Troy, OH
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Employee Benefits Account Manager
Moraine, Ohio, United States
OnsiteFull Time
5+ YOERequires 5+ years of employee benefits account management, brokerage, consulting, or insurance experience; active life and health insurance license; strong benefits knowledge and client management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, CRM systems, Applied Epic, Agency Management Systems (AMS)
2w
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Account Manager
Lima, Ohio, United States
$61k-$76k/yr OnsiteFull Time
3+ YOEHigh school diploma (BA preferred), 3+ years managing onsite teams, strong coaching/training, MS Office proficiency, financial and client relationship skills.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
2w
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Client Manager - Legal & Professional
Dayton or Miamisburg
$43k-$71k/yr OnsiteFull Time
Telesales role requiring proven sales track record, CRM usage, strong communication, quota attainment, and ability to manage and grow customer accounts.
CRM
2d
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Client Manager - State & Local Government
Dayton or Miamisburg
$49k-$82k/yr HybridFull Time
Requires B2B sales, contract negotiation and closing, account management, marketing, communication, interpersonal, and presentation skills, plus a high school diploma or GED.
Lexis, Nexis
2d
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Client Manager - State & Local Government
Dayton or Miamisburg
$49k-$82k/yr HybridFull Time
Requires B2B sales, contract negotiation and closing, account management and marketing experience, high school diploma or GED, and strong communication, interpersonal, and presentation skills.
Lexis, Nexis
1w
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Account Service Manager Sr
Miami or Atlanta or Indianapolis or Tampa or Mason or Grand Prairie
HybridFull Time
5+ YOERequires a bachelor's degree and 5 years of business operations or customer relationship experience. Medicare, PBM, client management, process improvement, problem-solving, and Microsoft Office proficiency preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
1mo
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Premier Client Banker - PNC Wealth Management
Centerville, Ohio, United States
$64k-$106k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, bachelor\u0002s degree, FINRA Series 7 and 66 (or 63 & 65) and Life & Health insurance, strong sales/relationship skills, ability to generate revenue and manage mass affluent clients.
3d
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Strategic Account Executive
Mason, Ohio, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of account management experience, preferably in government programs. Requires communication, presentation, analytical, project management, negotiation, and client relationship skills.
LinkedIn
1mo
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Account Executive
West Chester or Cincinnati
FieldFull Time
Develop and manage B2B client relationships, prospect new clients, negotiate contracts, maintain CRM records, and meet revenue targets. Requires valid driver's license, authorization to work in the U.S., and high school diploma/GED.
Salesforce
1mo
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Accounting Specialist – QuickBooks Online | Client Accounting Services (CAS)
Hamilton, Ohio, United States
$25-$32/hr OnsiteFull Time
3+ YOE3+ years bookkeeping or client accounting experience, strong QuickBooks Online proficiency, reconciliations and financial reporting experience, attention to detail, and ability to manage multiple clients and deadlines.
QuickBooks Online
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
3d
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Tax Manager
Dayton or Miami Valley or Ohio
HybridFull Time
CPA, EA, CA, or similar designation; public accounting tax experience; technical tax research and planning expertise; complex engagement and client relationship management experience; communication and leadership skills.
IRS
5d
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Small Business Client Service Specialist
Medina or Athens or Wilmington or Lima or Franklin or Buckeye Lake
OnsiteFull Time
1+ YOEBachelor's degree in risk management or related field preferred, or IRMI, PLCS, or equivalent designation; 1+ year insurance experience; active property and casualty license; commercial insurance knowledge and strong communication skills.
insurance management systems
2mo
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Premium Services Manager
Lima, Ohio, United States
$50k-$60k/yr OnsiteFull Time
Lead member and training client care; onboarding, account management, issue resolution, retention; coach team; analyze metrics; cross-department collaboration.
3w
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Branch Office Administrator - Dayton, OH
Dayton, Ohio, United States
OnsiteFull Time
Provide exceptional client service, manage accounts and administrative tasks, support business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2w
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Managing Director, Yellow Cardinal Investment Banking
Kettering or Cincinnati or Cleveland or Worthington
OnsiteFull Time
5+ YOEBachelor's degree required (Master's preferred), 5+ years investment banking or related experience preferred; strong accounting and corporate finance (DCF) skills; excellent communication and negotiation; near-constant client availability.
1w
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Financial Advisor
Dayton, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
2w
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Branch Office Administrator
Germantown, Ohio, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology support for financial advisors; requires computer literacy and adaptability.
MoneyGuide, Salesforce, Microsoft Office
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