1,244 client management jobs at 525 companies in San Marcos, TX
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, uphold policies, and deepen client relationships; high school diploma/GED and 1 year experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Client service support for financial advisors; high school diploma/GED required; FINRA SIE/Series securities preferred; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
Miratech: Provides digital engineering and IT consulting for global enterprises
Proven track record driving renewals, expansions, and net revenue retention in IT managed services or SaaS; experience with enterprise accounts and C-level relationships; leadership of account management/client success teams; bachelor's degree in business, technology, or related field.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years relevant experience; strong sales and relationship management skills; knowledge of banking products; FINRA licenses preferred; ability to manage risk and deliver exceptional client service.
Acosta: A retail sales and marketing agency driving brand growth.
Bachelor's degree; strong communication and interpersonal skills; advanced MS Office; knowledge of Trade Promotion Management Systems; supervisory and client-relationship experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Trade Promotion Management Systems
Apex Fintech Solutions: Digital custody and clearing infrastructure for financial services firms.
10+ YOE5+ MgmtBachelor's degree preferred,10+ years onboarding/implementation experience in financial services,5+ years people management,FINRA SIE and Series 7 within 6 months and Series 24 within 12 months; strong client relationship, compliance, and project management skills.
Softheon: Cloud software for health insurance enrollment and administration.
2+ YOERemote client-success leadership role requiring 2-4 years in account management or client-facing roles; healthcare or technology experience preferred; Bachelor’s degree; Lean Six Sigma Green Belt certification within 90 days.
Parkhill: Multidisciplinary architecture and engineering firm for community infrastructure.
15+ YOEBachelor's or Master's in Business or related field; 15+ years in client relations/account management (engineering/architecture preferred); strong public-sector network; experience winning government contracts; CRM familiarity; excellent communication and negotiation.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOEBachelor's/Associate/HS with required management experience, driver’s license for travel, 2+ years building teams, 1+ year driving operational/financial metrics, strong leadership, communication, and problem-solving skills.
Adolfson & Peterson Construction: National construction management firm providing general contracting and preconstruction services.
4+ YOE2+ MgmtBachelor's degree and 4+ years experience with 2+ years selling/business development; consultative selling, CRM proficiency, ability to travel, leadership and client relationship skills.
Papaya Global: Global payroll, workforce management, and payments software platform.
Extensive experience leading global, multi-layered client success or account management teams with ownership of retention, renewals, and expansion; strong commercial acumen, forecasting, and stakeholder management.
3+ YOERequires 3+ years of commercial insurance experience, a broker's license, strong client service and communication skills, and proficiency with Microsoft Office; a bachelor's degree or insurance designation is preferred.
New York or San Francisco or Los Angeles or Austin
$195k-$343k/yrOnsiteFull Time
SnapNYSE: SNAP: Develops social media applications and augmented reality technology.
10+ YOE1+ MgmtBachelor's or equivalent,10+ years sales experience in digital media,1+ year managing a team,client relationship and quota management skills,ability to travel as needed.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
Bankjoy: Digital banking platform for community banks and credit unions.
5+ YOE5+ years in client success/account management in B2B fintech or enterprise SaaS; experience with executive stakeholder management, renewals, upsell, product adoption, and portfolio management of 20–30+ accounts.
Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, Salesforce, Gainsight, ChurnZero
ISF: Management consulting and IT firm serving public sector entities.
3+ YOEProven track record selling/delivering management or IT consulting to state & local government and education (SLED); ability to build/own a $3-5M portfolio; executive client relationship skills and team leadership.
OnterrisNYSE: ONT: Global provider of environmental consulting, testing, and remediation services.
8+ YOEManage ambient air monitoring projects including sensor operation, report writing, project coordination, client communication, budgeting, and field work; 8+ years ambient project experience, Bachelor's preferred, Excel/Microsoft Office and Android proficiency; willingness to travel ~20%.
Archer Systems: Provides administrative services for complex legal settlement programs.
5+ YOEBachelor's or equivalent,5+ years client relationship/project management experience in technology-driven legal or professional services,CRM and project management tool proficiency,strong sales,communication,and problem-solving skills.
Billings or Oklahoma City or Houston or Dallas or Austin or San Antonio
OnsiteFull Time
Employer Flexible: Provides outsourced HR, payroll, and benefits management services.
3+ YOE3+ years payroll/PEO/HR or client onboarding experience; experience with multi-state payroll and training clients on HRIS/myHR; strong project management, communication, and attention to detail.