Client Manager

Crete Professionals Alliance (Crete PA) is seeking a Client Manager to manage client relationships and ensure high-quality accounting and advisory services. This role involves client needs understanding, coordinating with internal teams, and providing solutions that align with clients' objectives. The Client Manager acts as a trusted advisor and develops strategies to enhance client satisfaction, primarily within the Accounting Services department within Abacus!, a full-service accounting and advisory firm.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• Minimum of 3-5 years of experience in client management, preferably within a CPA firm or financial services industry.
• Strong understanding of accounting and financial principles.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in CRM software and Microsoft Office Suite.

Benefits

• Health, Dental, and Vision Insurance
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits (Supplemental life insurance and short-term disability options)
• Classic Safe Harbor 401(k) Plan with employer contributions
• Professional growth and development opportunities including Becker and LinkedIn Learning