Private Client Account Manager jobs in Wellesley, MA

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EXECUTIVE CLIENT ACCOUNT MANAGER

Serves as the principal point-of-contact for clients and drives the facilitation of organizationalprocesses. Acts as an advisor to clients to promote business discussions and identify operationalstrategies that meet client objecti...

CompanyOutcomes Operating Inc
AddressRemote
CategorySales/marketing
Salary$98.1K - $124K a year
Date Posted 4 days ago See detail

Executive Client Account Manager

Outcomes Operating Inc

Remote

$98.1K - $124K a year

Serves as the principal point-of-contact for clients and drives the facilitation of organizationalprocesses. Acts as an advisor to clients to promote business discussions and identify operationalstrategies that meet client objecti...

Private Equity Fund Accounting Manager

Alter Domus

Illinois, United States

Process and track daily cash contributions and distributions for investment fund clients;. Demonstrate ability to prioritize tasks, work on multiple assignments, and complete work with little direction;. Exhibit time-management sk...

Manager, Client Services (Digital Account Management)

Blavity Inc.

Remote

$70,000 - $80,000 a year

Manage large scale activations, tentpole and digital campaigns, representing Blavity as the primary CS contact post-sales Collaborate with Sales to understand campaign scope, KPIs, and renewal/upsell opportunities Ensure feasibili...

Private Wealth Market Client Relationship Manager

Bank Of America

Chicago, IL

Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill. Managing the branch's Private Wealth Management Client Associates and Service Support Staff. Representing the office and...

Managing Director – Private Equity Fund Accounting (CFO Services & Accounting)

Iqeq

United States

$195,000-$250,000

Work with clients to deliver outsourced CFO and related services to Hedge Funds and Private Equity Funds. Evaluate current financial and accounting processes for clients, propose improvements, and help coordinate implementation ef...

Manager – Private Equity Fund Accounting (Hybrid)

Iqeq

United States

$75,000-$135,000

Support IQEQ client leads on multiple Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the re...

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...

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...

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...

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...

Full-Cycle Accountant & Client Manager (Full Time Remote)

Profitline Llc - New York

Remote

$60,000 - $75,000 a year

Manageable Monday to Friday work week. 100% remote. Permanent salaried position. Competitive pay, with paid holidays, and PTO. The opportunity to play a critical role in a small, growing, and dynamic firm. Plenty of professional g...

Client Account Coordinator - Fleet Management

Enterprise Holdings, Inc.

Missouri, United States

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...

Account Manager, Client Services, Agency

The Trade Desk

Chicago, IL

Collaborate with the Trading team to rapidly onboard new customers and provide data driven insights to clients. Collaborate with the Business Development team to identify ways to grow current accounts. Become an expert on the use...

Client Accounting Services Manager - 1775678

Wecare Staffing Solutions Inc

Chicago, IL

CPA designated 6 years of full cycle accounting experience. Experience working with privately held companies....

Senior Manager – Private Equity & Real Estate Fund Accounting (Hybrid)

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...

Managing Director – Private Equity Fund Accounting (CFO Services & Accounting)

Iqeq

United States

$195,000-$250,000

Work with clients to deliver outsourced CFO and related services to Hedge Funds and Private Equity Funds. Evaluate current financial and accounting processes for clients, propose improvements, and help coordinate implementation ef...

Managing Director – Private Equity Fund Accounting (CFO Services & Accounting)

Iqeq

United States

$195,000-$250,000

Work with clients to deliver outsourced CFO and related services to Hedge Funds and Private Equity Funds. Evaluate current financial and accounting processes for clients, propose improvements, and help coordinate implementation ef...

Managing Director – Private Equity Fund Accounting (CFO Services & Accounting)

Iqeq

United States

$195,000-$250,000

Work with clients to deliver outsourced CFO and related services to Hedge Funds and Private Equity Funds. Evaluate current financial and accounting processes for clients, propose improvements, and help coordinate implementation ef...

Manager – Private Equity Fund Accounting (Hybrid)

Iqeq

United States

$75,000-$125,000

Support IQEQ client leads on multiple Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the re...

Manager – Private Equity Fund Accounting (Hybrid)

Iqeq

United States

$75,000-$135,000

Support IQEQ client leads on multiple Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the re...

Senior Manager – Private Equity & Hedge Fund Accounting (Hybrid)

Iqeq

United States

$95,000-$150,000

Lead client execution and engagements and serve as main point of contact. Liaise with the clients external auditors, administrator, HR/payroll, and other service providers. Communicate directly with clients and deliver outsourced...

Senior Manager – Private Equity & Hedge Fund Accounting (Hybrid)

Iqeq

United States

$95,000-$150,000

Lead client execution and engagements and serve as main point of contact. Liaise with the clients external auditors, administrator, HR/payroll, and other service providers. Communicate directly with clients and deliver outsourced...

Senior Manager – Private Equity & Hedge Fund Accounting (Hybrid)

Iqeq

United States

$95,000-$150,000

Lead client execution and engagements and serve as main point of contact. Liaise with the clients external auditors, administrator, HR/payroll, and other service providers. Communicate directly with clients and deliver outsourced...

Manager – Private Equity Fund Accounting (Hybrid)

Iqeq

United States

$75,000-$125,000

Support IQEQ client leads on multiple Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the re...

Area Manager-Client Relationship Optimization National Accounts- Mid Atlantic/ South Atlantic

Arthrex

Remote - Maryland, United States

Michigan (Detroit only). Ohio. Part of Pennsylvania. Part of Kentucky. West Virginia. DC. Maryland. Delaware. Virginia. North Carolina. South Carolina. Part of Georgia. The primary internal contact for select accounts. Maintains,...

Manager – Private Equity Fund Accounting (Hybrid)

Iqeq

United States

Not disclosed

Support IQEQ client leads on multiple Private Equity funds within various industries. Handle team and support functions to manage client expectations and ensure adherence to timelines on client deliverables in accordance to the re...

Senior Manager – Private Equity & Real Estate Fund Accounting (Hybrid)

Iqeq

United States

Not disclosed

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...