51 client account manager jobs at 19 companies in Winchester, TN
1mo
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Account Manager
Huntsville, Alabama, United States
FieldFull Time
2+ YOE2+ years account management experience, client relationship management, field support, upselling and contract negotiation; bachelor’s degree preferred.
1d
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Client Services and Experience Manager
Franklin or Huntsville
OnsiteFull Time
2+ YOERequires 2+ years in wealth management operations or client service, onboarding and account servicing experience, Schwab and Fidelity platform knowledge, strong organization and communication skills, and compliance awareness.
Schwab Advisor Center, Fidelity Wealthscape, Redtail CRM, Orion, MoneyGuidePro, FMG
2w
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Client Accounting Senior
Chattanooga, Tennessee, United States
OnsiteFull Time
3+ YOEBachelor's degree in accounting or related field required; 3–5 years of public accounting preferred. Requires strong accounting, communication, organization, time management, Microsoft Excel, and Microsoft Word skills.
Microsoft Excel, Microsoft Word
1mo
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Senior Registered Client Service Associate-Chattanooga, TN
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOEHigh school diploma and ~5 years financial services experience; SIE and Series 7 required, Series 63/65/66 as state-required; strong communication, Excel and CRM skills; ability to manage client onboarding, account maintenance, and trading support.
CRM, Microsoft Excel
6d
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Spring 2027 Client Accounting & Advisory Services (CAAS) Seasonal
Charleston or Chattanooga or Charlotte or Greenville
OnsiteMultiple Commitments Available
Pursuing an accounting or finance degree with a minimum 3.25 GPA; proficiency in accounting software, digital tools, and Excel; strong communication, organization, attention to detail, and deadline management skills.
QuickBooks Online (QBO), Tax 1099 Software, Adobe Sign, Smartsheet, Double, Microsoft Excel
2mo
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Senior Client Implementation Specialist (Chattanooga, TN, US)
Chattanooga, Tennessee, United States
OnsiteFull Time
5+ YOE5+ years SaaS implementation experience, PMO/project governance knowledge, Bachelor's in IT/CS or Accounting & Finance required; strong communication, problem-solving, and Microsoft Office/Adobe proficiency.
ComplianceAlpha, Microsoft Office, Adobe Acrobat, Internet
2w
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Private Client Banker - (New Build) Holmes Ave & Monroe St - Huntsville, AL
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOERequires 1+ year of branch banking or equivalent financial services experience, client acquisition and relationship management success, high school diploma or GED, required financial registrations, and branch-hour availability.
National Mortgage Licensing System and Registry (NMLS)
1mo
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Tax Manager
Atlanta or Alpharetta or Charlotte or Huntsville or Las Vegas or London or Nashville or Pensacola or Tampa or Winter Haven
HybridFull Time
5+ YOECPA license, 5+ years public accounting tax experience, expertise in individual/corporate/pass-through taxation, bachelor’s or master’s in accounting, supervisory and client management experience.
CCH Axcess, Microsoft Office
1w
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Strategic Account Executive: U500 (Hybrid; Chattanooga/Knoxville)
Chattanooga or Knoxville
HybridFull Time
1+ YOERequires 1+ year in health benefits, account management, or client-facing work; strong communication, relationship-building, financial acumen, underwriting familiarity, and complex account management. Bachelor's degree preferred.
2mo
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Assurance Senior Manager
Atlanta or Chattanooga
HybridFull Time
8+ YOECPA required, 8+ years public accounting experience, advanced GAAP/GAAS knowledge, experience managing audits, strong analytical, project management, and client relationship skills.
2mo
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Tax Manager
Mt. Juliet or Brentwood or Columbia or Dickson or Goodlettsville or Murfreesboro or Nashville
OnsiteFull Time
5+ YOECPA required, minimum 5 years public accounting experience, strong technical knowledge of tax laws, Microsoft Office proficiency, leadership and client relationship skills, ability to manage multiple projects and deadlines.
Microsoft Office
1w
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Audit Manager - M&D
Chattanooga or North Carolina
HybridFull Time
5+ YOEBachelor's degree in Accounting or Finance, 5+ years of public accounting audit experience, CPA certification, client development experience, strong communication and analytical skills, and professional team leadership experience.
2w
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Audit Senior Accountant
Huntsville, Alabama, United States
RemoteFull Time
3+ YOEBachelor's degree in accounting, CPA license or eligibility, and 3–5+ years of public audit/assurance experience. Requires GAAP, GAAS, internal controls, software, client communication, and project management skills.
Microsoft Office, CaseWare, ProSystem fx Engagement
2w
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Treasury Management Analyst
Huntsville, Alabama, United States
OnsiteFull Time
1+ YOEBachelor's degree in business or finance, or equivalent education, plus at least one year of relevant experience. Requires treasury management knowledge, analytical and communication skills, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Financial Advisor
Chattanooga, Tennessee, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, entrepreneurial ambitions, client-facing relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2w
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Sales Coordinator
Chattanooga, Tennessee, United States
OnsiteFull Time
Maintains and processes prospect and client accounts, supports account executives, prepares submissions and applications, manages records, and uses sales tools and CRM systems.
CRM, MVRs, FMCSA
1w
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Business Insurance Unit Leader
Chattanooga or Atlanta
HybridFull Time
5+ YOERequires 5+ years as a senior client manager or account executive in business insurance, client service and mentoring experience, compliance knowledge, and a Property & Casualty license.
HR, EAP, 401K
4d
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Head of Customer Success
Madison or United States
OnsiteFull Time
Experience leading Account Management or Customer Success teams, designing scalable processes, managing clients, analyzing operations, and working cross-functionally in complex or rapidly changing environments.
3d
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Branch Office Administrator - Murfreesboro, TN
Murfreesboro, Tennessee, United States
OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, collaboration, computer literacy, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3d
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Branch Office Administrator
Murfreesboro, Tennessee, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing coordination, and technology assistance; requires analytical thinking, attention to detail, adaptability, communication, and computer literacy.
MoneyGuide, Salesforce, Microsoft Office
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