88 client account manager jobs at 30 companies in Waunakee, WI
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Client Accounting Services Department Manager
Baraboo or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, knowledge of payroll and outsourced accounting, experience managing client engagements and teams; CPA preferred.
2w
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Account Manager, Architectural Solutions
Chicago or Oak Brook or Minnesota or Madison or Milwaukee or Washington
$77k-$97k/yr OnsiteFull Time
5+ YOEBachelor's or associate degree and 5+ years client-facing/account management experience; experience in contract furniture or related industry; CRM and Microsoft Office365 proficiency; strong communication and project management skills.
CRM, Microsoft Office365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Manager, Client Accounting Services - Family Office
Frisco or Philadelphia or Houston or Milwaukee or Dallas or Austin or Madison
$67k-$160k/yr HybridFull Time
5+ YOEBachelor's degree required; 5+ years progressive accounting experience; CPA preferred; experience with QuickBooks Online or Sage Intacct; strong GAAP knowledge, MS Office proficiency, and staff mentoring skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
1mo
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
3w
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Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, analytical and collaboration skills; proficiency with office and sales management software.
2w
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Controller and Client Advisory Manager
Madison, Wisconsin, United States
HybridFull Time
5+ YOEBachelor's in Accounting/Finance, 5+ years accounting experience, supervisory experience, strong financial reporting and advisory skills, familiarity with QuickBooks Online, client relationship and communication skills.
QuickBooks Online
3w
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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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
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.
3w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
Provide front-line client service, perform loan servicing and monetary accounting, manage documents and office coordination, use Microsoft Word/Excel/Outlook, maintain accuracy and compliance; high school diploma/GED preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
2mo
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Account Executive
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years agency experience required; strong marketing background, project management, client communication, and ability to manage complex media and creative projects.
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
1mo
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Account Executive
Madison or United States
RemoteFull Time
3+ YOE3+ years in strategic marketing (agency preferred), strong client communication, project management, presentation skills, strategic thinking, and problem-solving in digital marketing.
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
3mo
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Senior Account Executive
Waunakee, Wisconsin, United States
$149k/yr HybridFull Time
Sales-driven, entrepreneurial, relationship-builder with experience launching local publications and managing client partnerships.
1w
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Tax Manager
Madison, Wisconsin, United States
OnsiteFull Time
5+ YOEBachelor's degree, CPA or EA certification, and 5+ years of public accounting tax experience. Requires consultative client guidance, complex engagement management, team leadership, and mentoring.
3mo
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Media Relations Account Supervisor
Madison, Wisconsin, United States
HybridFull Time
8+ YOE8+ years of PR/media relations experience; senior client-facing leadership; strong writing/editing; proven media relations success.
3d
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Senior Wealth Portfolio Manager
Madison, Wisconsin, United States
OnsiteFull Time
6+ YOEBachelor's degree and 6+ years in wealth management, portfolio strategy, or investment advisory for HNW clients. Series 65/66 or IA equivalent required within 90 days; CFA, CFP, CTFA, or ChFC preferred.
3d
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Senior Customer Success Manager
Austin or Madison
OnsiteFull Time
3+ YOERequires 3+ years in customer success, account management, service delivery, project management, or related client-facing work; strong communication, presentation, organizational, data analysis, and cross-functional collaboration skills.
Vitally, HubSpot, Availity
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