Client Account Manager
Legacy Wealth Associates, LLC
Client Account Manager Legacy Wealth Associates, LLC – Remote Opportunity Role Overview Legacy Wealth Associates partners with individuals and families to implement strategies designed to protect assets and build long-term financial growth. As a Client Account Manager, you will oversee client relationships from a strategic level—serving as their trusted contact while ensuring their plans stay organized, accurate, and aligned with their goals. This position is centered on relationship management, accountability, and delivering a consistently high standard of service. Core Responsibilities Relationship Management: Act as the dedicated contact for assigned clients, maintaining consistent and responsive communication. Account Supervision: Review account activity, monitor progress toward financial objectives, and confirm services are executed properly and on schedule. Issue Resolution: Address questions or concerns efficiently, partnering with internal departments when coordination is required. Record Maintenance: Document client updates, communications, and action steps with precision. Cross-Team Coordination: Collaborate with advisors and support staff to ensure a cohesive client experience. Ideal Candidate Profile Previous experience in account management or a client-facing role is advantageous. Strong interpersonal skills with the ability to foster trust and long-term relationships. Excellent organizational and time-management abilities. Proactive, solutions-oriented mindset. Comfortable operating independently in a remote work setting. Benefits & Opportunities Fully remote work structure with scheduling flexibility. Retirement savings program. Company-sponsored travel for industry conferences and events. Continuous professional development and advancement pathways. If you are driven to cultivate meaningful client relationships and want to contribute to a purpose-focused financial services firm, we encourage you to explore this opportunity with Legacy Wealth Associates. #J-18808-Ljbffr Legacy Wealth Associates, LLC
- ...Client Accounting Services (CAS) Department Manager The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional...SuggestedFull timeWork at officeRemote work
MBE CPAs
Dallas, TX1 day ago - The ODA Group is looking for a Client Accounting Services Manager in Dallas, Texas. This role requires leadership in managing accounting operations and cultivating client relationships. Key responsibilities include overseeing team performance, ensuring financial accuracy...Suggested
- The ODA Group is assisting a client in their search for a Client Accounting Services Manager . This role is ideal for an experienced accounting professional who enjoys leading teams, building strong client relationships, and delivering high-quality accounting services in...SuggestedWork at office
- A leading accounting firm in Dallas, TX, is seeking a Tax and Client Accounting Services Manager to manage client engagements and deliver high-quality tax compliance and advisory services. The ideal candidate has at least 6 years of public accounting experience, preferably...Suggested
- ...Call Center Client Account Manager II MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process...SuggestedFull timeTemporary workCasual workWork at officeLocal areaRemote work
MCI
Dallas, TX3 days ago - ...Call Center Client Account Manager I MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process...Full timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workShift work
MCI
Dallas, TX2 days ago - ...contribute to the success of a globally expanding, industry-leading organization. Looking to add an experienced Call Center Client Account Manager I to support complex business process outsourcing accounts. This role will oversee enterprise and public sector client...Full timeContract workTemporary workWork experience placementCasual workWork at officeLocal areaRemote workShift work
MCI Careers
Dallas, TX10 hours ago $67k - $159.92k
A prominent advisory firm in Dallas seeks an experienced Accounting Manager to oversee multiple client accounts in a cloud-based environment. The role requires managing accounting operations, preparing financial reports, and providing strategic business advice. Candidates...- BairesDev is seeking a motivated professional in Dallas, Texas, to take on a role in account management. You will research potential clients, build relationships, and work closely with Sales and Marketing teams. The ideal candidate should have strong communication skills...Flexible hours
- What You’ll Do Research potential clients and market opportunities. Use sales tools to connect with prospects and convert leads... ...business relationships. Qualifications Experience in account management or client relations. Motivated, flexible, and service‑oriented...Remote jobLocal areaFlexible hours
- A Dallas-based independent insurance agency is seeking a Personal Lines Account Manager to provide exceptional service to clients and manage inquiries regarding insurance coverage. The role requires strong communication and problem-solving skills, along with a customer...Full time
- ...ranked among ENR's Top 5 firms since 2003, we're proud to remain #1 in Program Management, Water Infrastructure, and #2 in Transportation engineering design globally. As our Client Account Manager for municipal transportation clients across the Dallas-Fort Worth area...Contract workFor contractorsWork at office
Jacobs
Dallas, TX3 days ago $85k - $95k
...Public Relations Account Manager Matter is an independent and thriving brand elevation agency unifying PR, social media, creative services... ...fast growth startups to established brands, we work with clients across diverse industries, including technology, consumer and...Work at officeLocal areaMatter
Dallas, TX3 days ago- ...Regional Accounting Manager - South Dallas, TX Job Title: Regional Accounting Manager Company: Loenbro, LLC Business Unit/Department: Finance Location: Division HQ Office Reports to: VP, Divisional CFO Employment Type: Full-Time FLSA Classification...Full timeWork at officeLocal area
Loenbro
Dallas, TX10 hours ago - ...Regional Accounting Manager Kimley-Horn, a national consulting, engineering, and planning firm, is seeking a Regional Accounting Manager... ...combination of analysis and a proactive, hands-on partnership with client-facing Project Managers and project accounting staff....Work at officeLocal areaFlexible hours
Kimley-Horn
Dallas, TX1 day ago - ...business unit and brands by developing and implementing strategies to maximize Snap-on's market share. Manage customer experience and equipment sales to defined key accounts in a defined geography and list of accounts. Coordinate sales and marketing activities of our...Relocation
Snap-on
Dallas, TX1 day ago - ...grow our careers both within and beyond sales. As a Print Key Account Executive in the vertical and enterprise category you will be part... ...& promotional product space. You will also be responsible for managing and selling to businesses that are complex in nature. In...Full timeLocal areaRemote workFlexible hours
Staples Canada
Dallas, TX1 day ago $85k - $95k
...nurturing long-term relationships with clients, ensuring their complete satisfaction, and... ...feedback, and market trends to the management team. Actively manage the sales territory... ...call points and decision makers within an account. Proven track record of achieving sales...Flexible hoursPentec Health
Dallas, TX3 days ago$80k - $135k
...leadership and support a highly matrixed organizationincluding Product Management, Business Development, Application Engineering, and Vertical/... ...influence. Execute disciplined sales processes including account planning, CRM utilization, funnel management, and opportunity...Work at officeWorldwideRegal Rexnord
Dallas, TX1 day ago- ...Global Account Manager (GAM) – Trading Card Games (TCG) DID YOU HEAR ABOUT …? Have you managed accounts, sales, commercial services, and... ...data, able to conduct analysis to create detailed plans on client and market opportunities? Are you a collaborative team member...Contract workTemporary workWork experience placementFlexible hours
Best Human Capital & Advisory Group
Dallas, TX4 days ago - ...Account Manager At Cirium, our goal is to keep the world connected. We are the industry leader in aviation analytics; helping our customers... ...join our team as a consultative partner to Traveler Services clients. This role is about building relationships, opening doors,...Work at office3 days per week
RELX
Irving, TX17 hours ago - ...Works under general supervision to see that the needs of ProAct clients and members are met. Build and maintain relationships with... ...Summary: As the primary point of contact for ProAct clients, the Account Manager is responsible for building relationships with new clients...Contract workNight shift
KPH Healthcare Services
Dallas, TX10 hours ago $135k - $155k
...Account Director (Director, Business Innovations) CourtAvenue is a company of industry... ...Director, Business Innovations) acts as our client's partner, understanding their business... ...processes and challenges effectively. Manage teams on multiple programs/projects simultaneously...Agency work2 days per weekCourtAvenue
Dallas, TX1 day ago- ...The ideal candidate will be located in Las Colinas, TX, or Austin, TX. Position Summary: The Enterprise Account Manager is a strategic customer-facing leader responsible for strengthening long-term relationships, advancing customers toward meaningful...H1b
Trend Micro Incorporated
Irving, TX3 days ago - ...As a Global Account Manager, you will maintain executive level client relationships at key large multinational organizations and provide consultative selling to support strategic long-term objectives and profitability of the organization. You will align Wesco's vast resources...Contract workWork at officeLocal areaImmediate startWorldwide
Wesco
Dallas, TX2 days ago $85k - $110k
...Enterprise Account Manager (Dallas) Are you ready to shape the future with your innovative thinking? As an Enterprise Account Manager... ...potential educational institutions, districts, or corporate clients. Collaborate with institutional leadership to understand strategic...Remote workWorldwideOpen University Press
Dallas, TX1 day ago- ...Essential Job Functions Client Facing Role that manages the overall business relationship Account mapping, business unit breakdown (touchpoints to align regional/global team) Run QBRs & ensure they are properly prepared for Ensure each Crane Worldwide office...Temporary workWork at officeWorldwide
Crane Worldwide Logistics
Irving, TX1 day ago - ...information-apply at rhapsody.health. Position Summary: The Enterprise Account Manager is responsible formanaging and growing relationships with a portfolio of high-value clients. You will act as the primary point of contact for these strategic clients,...Contract workWork at officeLocal area
Rhapsody
Dallas, TX4 days ago - ...every layer of the platform while keeping accountability with the security team. Built cloud-... ...scale. Our ecosystem of partners and managed security service providers extends that... ...and SOAR. Your primary goal is to ensure client satisfaction with our cybersecurity offerings...For contractorsWorldwide
Securonix
Dallas, TX10 hours ago - ...Realm Health is currently seeking an experienced and dedicated Account Manager to join our dynamic Account Management department. In this... ...full-time role, you will be the key point of contact for our clients, ensuring their satisfaction and fostering strong, long-term...Full time
Realm Health
Dallas, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Account Manager. Be the first to apply!
- inventory accounting manager Dallas, TX
- fund accounting manager Dallas, TX
- non profit accounting manager Dallas, TX
- account manager full time Dallas, TX
- virtual account manager Dallas, TX
- accounts receivable director Dallas, TX
- clinical account manager Dallas, TX
- interim accounting manager Dallas, TX
- account manager outside sales Dallas, TX
- investment accounting manager Dallas, TX