Private Client Account Manager jobs
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PRIVATE CLIENT ACCOUNT MANAGER - HYBRID
Ability to analyze a risks and exposures and determine creative solutions on challenging and complex accounts. Develop and maintain positive client relationships resulting in a high rate of retention. Quote both new and renewal bu...
| Company | Cross Insurance Agency |
|---|---|
| Address | Wellesley, MA |
| Category | Sales/marketing |
| Salary | $85,000 - $100,000 a year |
| Job type | Full-time |
| Date Posted | 2 months ago See detail |
Private Client Account Manager - HYBRID
Cross Insurance Agency
Wellesley, MA
$85,000 - $100,000 a year
Ability to analyze a risks and exposures and determine creative solutions on challenging and complex accounts. Develop and maintain positive client relationships resulting in a high rate of retention. Quote both new and renewal bu...
2 months ago seen See more...
- View all Cross Insurance Agency jobs - jobs in Wellesley, MA
Enterprise Account Manager Client Executive - USA Remote WFH New
Wsav
Savannah, GA
Assigned to specific Secureworks accounts that requires global execution and has the highest complexity and strategic importance to Secureworks. Ability to identify and validate customer priorities, business drivers, and outcomes....
8 hours ago seen See more...
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Senior Manager – Private Equity & Real Estate Fund Accounting (Hybrid) New
Iqeq
United States
$125,000 - $150,000
Support IQEQ client leads on multiple Real Estate and Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in acco...
22 hours ago seen See more...
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Account Manager - Private Client
Cbs17
Olin, NC
Works closely with Risk Advisors and other Towne personnel on all aspects of client service, marketing, and renewal. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners...
3 weeks ago seen See more...
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Private Client Services Account Manager
Marsh Mclennan Agency
Opelika, AL
Opportunities for personal and professional growth and development. Colleagues at MMA Southeast dont simply work together; we challenge each other to push further, think smarter, and love what were doing together. Our shared pur...
3 weeks ago seen See more...
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Private Client Account Executive & Personnel Lines Manager (Hybrid)
Hub International
Mosinee, WI
Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Our entrepreneurial cul...
3 weeks ago seen See more...
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Client HR Account Manager (Remote)
Aspen Hr
Walnut Creek, CA
Develop strong relationships with assigned clients by serving as a trusted advisor on all aspects of Aspen service. Instill confidence and trust through timely/accurate responses and following through on commitments. Recommend Asp...
2 days ago seen See more...
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Senior Vice President, Fund/Client Accounting Manager
Bny Mellon
Orlando, FL
Bachelors or equivalent combination of education and experience is required. Bachelors degree preferred. 5+ years total experience. Prior Financial services experience preferred. GAAP, IFRS knowledge. Public Accounting experience...
7 days ago seen See more...
- View all Bny Mellon jobs - jobs in Orlando, FL
Vice President, Fund/Client Accounting Manager II
Bny Mellon
Orlando, FL
Bachelors or equivalent combination of education and experience is required. Bachelors degree preferred. 5+ years total experience. Prior Financial services experience preferred. Prior REIT Exposure. Knowledge of GAAP, IFRS and SE...
7 days ago seen See more...
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Private Client Relationship Manager (Fort Lee, NJ) - Now Hiring
Citizens
Fort Lee, NJ
Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition. Perform regular, proactive outreach to manage, deepen and...
3 days ago seen See more...
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Assistant Manager, Fund Accounting - Private Equity/Hedge Funds (HYRBID)
Sei Investments
New York, NY
Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values an...
7 days ago seen See more...
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Senior Tax Manager - Private Client Services
Andersen
Los Angeles, CA
$142,750 - $250,000 a year
Engage in business development activities (i.e. prepare proposals, present in webinars, collaborate with other service lines to present a comprehensive tax strategy to prospective and current clients, etc.); Maintain communication...
a week ago seen See more...
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Client Executive - Cyber Security Account Manager - US Remote
Wsav
Savannah, GA
Assigned to specific Secureworks accounts that requires global execution and has the highest complexity and strategic importance to Secureworks. Ability to identify and validate customer priorities, business drivers, and outcomes....
a week ago seen See more...
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Client Account Coordinator - Fleet Management
Enterprise Holdings, Inc.
Kansas City, KS
Enterprise Fleet Management offers a comprehensive healthcare package, 401k matching & profit sharing, paid time off, great discounts, and organizational growth potential. With more than 50 fully staffed offices nationwide, our te...
a week ago seen See more...
Client Account Manager
Intelligent Technical Solutions
Remote
$24 - $31 an hour
Grow existing accounts within the assigned territory. Providing IT consulting sales support to clients in an assigned territory or customer base. Uncover new business opportunities with existing clients. Sell IT, phone, and Intern...
2 weeks ago seen See more...
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340B Client Account Manager - Remote
Zions Bancorporation
Midvale, UT
$68.8K - $87.1K a year
Procuity is looking for a 340B Client Account Manager for our 340B Business Line. The position requires a hard-working individual with an ability to work with a sophisticated customer base. The candidate will have an entrepreneuri...
2 weeks ago seen See more...
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2UniFi-Admin - Client Account Manager
Nbh Bank
Kansas City, MO
Successfully completing new hire training which will enable you to support Clients in accordance with company policies and procedures. Being logged into the CRM tools at your scheduled times to be available for our clients incomin...
2 weeks ago seen See more...
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Client Accounts Manager
Aflac
Kentucky, United States
$51,765 - $67,156 a year
Flexible scheduling. Bonus potential (within 1st three months). Personalized Goal Planning. NO NIGHTS, HOLIDAYS, or WEEKENDS EVER!. Hands-On Training with Online Tools. Stock Bonus Program and Bonus Rewards. Exotic Trip Rewards an...
2 weeks ago seen See more...
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Senior Vice President, Fund/Client Accounting Manager
Bny Mellon
Westborough, MA
Not disclosed
Directs multiple Fund Accounting teams that are responsible for conducting accounting services on behalf of a broad array of assigned clients including determining net asset values, calculating fund performance, allocating expense...
2 weeks ago seen See more...
- View all Bny Mellon jobs - jobs in Westborough, MA
Private Client Relationship Manager
Webster Bank
Brooklyn, NY
$85,000 a year
Identifying and referring mortgage CRA opportunities when appropriate.EXPERIENCEAt least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, inv...
2 weeks ago seen See more...
- View all Webster Bank jobs - jobs in Brooklyn, NY
Client and Account Manager
Prudentrx, Llc
Remote
$63.6K - $80.6K a year
United States - Remote/Telecommute 8-5 Must be in an eastern or central time zone Equipment and hardware provided. Interviewing, orientation, and training are conducted virtually. Build and maintain long-lasting client relationshi...
2 weeks ago seen See more...
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J.P. Morgan Wealth Management - Community Private Client Advisor -New Orleans, LA
Jpmorgan Chase Bank, N.a.
New Orleans, LA
At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Demonstrate...
2 weeks ago seen See more...
Entry-Level Client Engagement Account Manager
Spherexx
Tulsa, OK
$17 an hour
Collaborate with the existing sales team to manage follow-ups on sales activities. Organize demonstrations for account management teams for Spherexx's software products. This includes following up on sales related to websites, sea...
2 weeks ago seen See more...
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Federal Client Account Manager (CAM) - Remote
Jacobs Engineering Group Inc.
Atlanta, GA
$106,200 - $185,800 a year
Represent Jacobs to the client in a positive, relationship-oriented, solutions-delivery approach by leveraging the depth and breadth of Jacobs capabilities. Identify and prioritize business opportunities that lead to consistent g...
2 weeks ago seen See more...
Account Manager for Touring Music Clients
Gelfand Rennert & Feldman
Los Angeles, CA
Daily client financial activity, including requests and timely follow up on all outstanding matters. Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review...
2 weeks ago seen See more...
Account Manager, CA Municipal Clients
Interwest Consulting Group
Anaheim, CA
Exceed sales, revenue, profitability and client satisfaction targets as assigned. Develop and maintain a business plan across your portfolio accounts with individual account plans that achieve the assigned targets. Build and maint...
2 weeks ago seen See more...
Regional Sales Manager–Private Client-Marlton, NJ
Td Bank
Marlton, NJ
$141,960 - $230,880 a year
Must be eligible for employment under regulatory standards applicable to the position. Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensatio...
2 weeks ago seen See more...
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Client Accounting and Advisory Services (CAAS) Senior Manager
Ghj
Los Angeles, CA
$118K - $150K a year
Providing Client Accounting and Advisory Services for clients in various industries ranging in size from $5M to $100M. Projects might include but not be limited to financial accounting, cost accounting, financial projections, esta...
2 weeks ago seen See more...
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Client Services Account Manager
Passtime
Littleton, CO
Manage and support of assigned accounts. Contact assigned accounts at least once every 30 days (Phone/Email). Conduct 10-20 outbound phone calls daily. Support assigned accounts in support of the sales agent; manage reports on inv...
2 weeks ago seen See more...
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Client Account Manager & Project Lead
Trupro Elites Llc
Remote
From $42,000 a year
Positive Client Relationships: Successfully fostering long-term relationships, as shown by low churn rates. Effective Team Coordination: Coordinating with the internal team, ensuring all Client Accounts consistently meet their KPI...
3 weeks ago seen See more...
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