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Private Client Account Manager Jobs

Manager / Director, Private Client Services (Family Office)
By Alvarez & Marsal At Miami, FL, United States
Strong time and project management skills
Well organized, strong attention to detail, effective time management
Strong knowledge and experience in QuickBooks
Manage and reconcile bank accounts
Delegate, review work of, and effectively manage a team of staff
Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
Private Client Manager, Southeast
By Moët Hennessy At Miami, FL, United States
Collaborate with Brand Education to plan and execute tailored experiences and learning opportunities for key HNWI clients.
Collaborate with Brand teams to strategize and develop unique and impactful luxury consumer experiences that maximize sales opportunities and conversions.
Plan and execute seamless client-facing events and experiences, in alignment with Maison guidelines and luxury brand image.
Curate & host unique, elevated experiences to engage VICs in the world of high-end spirits (ex: Hennessy Paradis)
Provide exceptional client service experiences in all situations. Identify & activate within important cultural moments that make our clients dream
Partner with Finance, Sales, and Private Client leaders to establish sales and depletion KPIs within the consumer channel.
Project Manager - Private
By Hubbard Construction Company At Jacksonville, FL, United States
Education and Experience. This position typically is not an entry-level job, as it requires demonstrable previous experience as a Project Manager
Physical Demands. The following physical demands are representative of those that must be met by a Project Manager
Work Environment. The work environment characteristics described below are representative of those that a Private Manager
Private to successfully perform the essential functions of this job.
Regularly required to sit and/or stand during a regular work shift of at least eight hours per day.
Employee is occasionally required to stoop, bend, walk, crouch, and climb.
Remote Default Client Account Manager
By First American Financial Corporation At , Fort Mill, Sc $63,540 - $88,250 a year
Experience with applicable business processes sufficient to communicate and consult with team members, clients, and management
Strong knowledge of unique requirements within GNMA default servicing
Generally, manages smaller to midsize clients
Experience within default operations, specifically loss mitigation
Excellent written and verbal communication skills required
Strong knowledge of MS Office applications
Elavon Client Account Manager
By U.S. Bank At United States
Two or more years of client management experience in the financial industry
Strong contract negotiation, account management and project management skills
Consulting with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance
Associate degree, or equivalent work experience
Strong problem-solving and negotiation skills
Ability to manage multiple tasks/projects and deadlines simultaneously
Tax Manager - Private Client Services (Hybrid)
By Andersen At , New York, 10036, Ny $95,000 - $217,500 a year
4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience;
Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred);
Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively;
Conduct primary and secondary review of complex tax returns – including federal and state filings;
Supervise train, mentor, and evaluate Intern, Associate and Senior Associates; and
Advanced credential allowing for IRS client representation (i.e. CPA or JD);

Are you looking for an exciting opportunity to join a leading private client team? We are looking for an experienced Private Client Account Manager to join our team and help us provide exceptional service to our clients. You will be responsible for managing client relationships, providing advice and guidance on financial planning and investments, and ensuring that our clients receive the highest level of service. If you are an experienced professional with a passion for helping clients achieve their financial goals, this could be the perfect role for you!

A Private Client Account Manager is responsible for managing the financial and investment portfolios of high net worth individuals. They provide advice and guidance on investments, financial planning, and risk management.

What is Private Client Account Manager Job Skills Required?

• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Knowledge of financial markets and investment products
• Ability to work independently and as part of a team
• Ability to manage multiple clients and portfolios
• Proficiency in Microsoft Office Suite

What is Private Client Account Manager Job Qualifications?

• Bachelor’s degree in finance, economics, accounting, or related field
• Relevant professional certifications (CFA, CFP, etc.)
• 5+ years of experience in financial services

What is Private Client Account Manager Job Knowledge?

• Knowledge of financial markets and investment products
• Understanding of financial planning and risk management
• Knowledge of tax and estate planning
• Understanding of financial regulations and compliance

What is Private Client Account Manager Job Experience?

• Experience in managing high net worth clients
• Experience in developing and implementing financial plans
• Experience in portfolio management

What is Private Client Account Manager Job Responsibilities?

• Develop and implement financial plans for clients
• Monitor and manage client portfolios
• Analyze financial markets and recommend investments
• Provide advice and guidance on investments and financial planning
• Monitor client accounts and ensure compliance with regulations
• Prepare financial reports and statements for clients