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Private Client Account Manager Jobs

Account Manager, Client Development
By Circana At United States
3-7 years of experience within data analysis, client services, or account management.
Strong organizational and project management skills.
Strong analytical skills and problem-solving abilities; curiosity and drive
Experience and practical application of utilizing longitudinal panel data is highly preferred
Strong presentation skills with a high comfort level presenting to large groups and senior audiences.
Own the budget and day-to-day CSI relationships with key retail partners
Client Account Manager Jobs
By Quintessa Marketing At Oklahoma City, OK, United States
Serve as the lead point of contact for all client account management matters
Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
Solid experience with CRM software (particularly MS Excel)
Excellent listening, negotiation and presentation abilities
Strong verbal and written communication skills
Client Account Manager Jobs
By SiteCare At Atlanta, GA, United States
Strong understanding of WordPress and the overall open source WordPress landscape, including new developments and web hosting offerings.
Demonstrated experience driving upsells and expanding client engagements.
Excellent communication skills; written, verbal, and presentation.
Strong organizational skills that will drive client satisfaction.
A market-related salary based on your experience
We’re a fully remote team with team members located in the US and South Africa.
Private Client Account Manager (Personal Lines Insurance)
By HUB International At , Dallas, 75219

We are the perfect fit if you:

Client Account Manager - Remote
By Jacobs At , Greenwood Village, 80110, Co $110,700 - $193,400 a year
At least 15 years of relevant project delivery and program management experience
Secure management commitment and influence/attract key staff for pursuits.
Bachelor of Architecture, Engineering, or Construction Management or equivalent
Strong working knowledge of DOD design and construction requirements and standards
Represent Jacobs to the client in a positive, relationship-oriented, solutions-delivery approach by leveraging the depth and breadth of Jacobs’ capabilities.
Identify, coordinate, and lead capture teams and actively manage and shape proposal development for Federal contracts.
Client Account Manager Jobs
By First Choice Credit Management, LLC At West Palm Beach, FL, United States
2+ years of client services or account management experience
Customer Records Management: Accurately document and update customer records based on interactions, ensuring comprehensive and up-to-date client profiles.
Inbound/Outbound Support: Manage a high volume of inbound and outbound calls and emails, ensuring prompt and accurate responses to client inquiries.
Excellent communication skills (both written and verbal). Bilingual Spanish is a plus!
Strong follow-up and organizational skills
Excellent customer service skills, Strong phone etiquette with active listening skills
Remote - Client Account Manager
By M3 USA At Fort Washington, PA, United States
1+ year of account management or customer service experience, preferably B2B
Documenting communication with clients in our proprietary database and collaborating with management to tackle existing and anticipated concerns.
Excellent communication and interpersonal skills with the ability to gain the trust of clients
To perform this job successfully, an individual should have knowledge of Spreadsheet Software (Excel); Word Processing Software (Word)
Named in Fortune’s 2020 ‘Future 50’ list, ahead of Facebook and Amazon
Ranked in Forbes’ 2020 Global 2000 list of the world’s largest public companies
Client Account Manager Jobs
By Pinterest At California, United States
3+ years of digital advertising sales experience, managing high value relationships, driving strategic learning agendas and owning client communication.
Highly analytical with experience working with complex performance advertisers needed.
Strong communication skills in person, on the phone, and through email.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
Retain, grow and diversify the value delivered to our partners ultimately growing Pinterest revenue as a result.
Build and maintain strong relationships with partners’ teams (executive, operational, creative, measurement and agency), resulting in trusted advisorship.
Client Account Manager Jobs
By RevBoss At North Carolina, United States
Impeccable data management and extreme attention to detail.
Manage ongoing sales conversations via email.
3-5 year applicable work experience, ideally in a sales or service role.
Sales prospecting, email marketing, and/or agency experience a plus.
Energetic communication skills, excellent listening skills, strong writing skills.
Have a strong understanding of our client’s products and services.
Client Account Manager (Client Sales)
By Mode5 At Virginia, United States
Minimum of 4 years of client account management experience
Background in B2B customer service relations and B2B account management
Proven sales record, strong business acumen, and organization skills
Manage and develop sales pipeline, conduct weekly meetings, present quotes, and proposals to existing clients and oversee opportunity follow-ups
Free Fridays! Every other Friday off- PAID!
Competitive Base Salary Plus Commission
Client Account Manager - Remote
By Zions Bancorporation At Midvale, UT, United States
340B account management experience or 340B experience with account management skills
A combination of education and experience may meet requirements
Client Account Manager Job Responsibilities:
Develop in-depth knowledge of all accounts including key decision-making personnel
Must have excellent customer relationship, customer service, and negotiation skills
Excellent problem resolution and communication skills, both verbal and written
Client Account Manager/Strategist
By happy productions At United States
5 years client account management experience
Associate’s Degree or 7 years of experience in lieu of college education.
Familiarity with Project Management software such as Monday.com [strongly desired]
5-7 years of social media strategy experience highly desired5-7 years of social media strategy experience
Experienced working in a client-facing role
Marketing and/or advertising services experience is highly desired.
Client Account Manager Jobs
By PTW At Duluth, GA, United States
Strong client relationship and time management skills
Sales, customer management and/or training
Experience in community association industry a plus
Exceptional Communication and Organizational skills
Responsible for the ongoing client relationship to ensure customer satisfaction
Responsible for identifying client needs, introducing products that could solve those needs and completing product upsells that meet client desires.
Client Account Manager Jobs
By Emerge At Milwaukee, WI, United States
Previous experience in benefit consulting and implementation for both employers and employees
Manage and execute project plans such as requirement documents, meeting notes, etc. to create a seamless implementation
3 years of experience in a professional setting
Monitor the benefit and technology administration processes
Ability and desire to work in a fast-paced, rapidly growing startup environment
Proficiency with Microsoft products such as Outlook, Word, Excel, and PowerPoint
Client Account Manager Jobs
By SCRIB3 At United States
Manage the day-to-day handling of SCRIB3’s clients, ensuring that content is being finalized properly and on time.
Deep knowledge of the Web3 space, including proficiency in Layer 1s, DeFi & NFTs.
Past experience working with DeFi protocols or at an agency
Help plan out the vision for the content together with other teammates.
Work closely with writers on the team to ensure that written content is aligned with the client's vision and shipped accordingly.
Be highly responsive to clients and teammates, facilitating smooth teamwork & delivery.
Account Manager (Luxury Client)
By FLOWERBX At Los Angeles, CA, United States
Product ordering, accessory sourcing, and inventory management
You will have 3-4 years of professional, corporate office experience, ideally with a background in hospitality and/or luxury industry
Flower and plant knowledge would be a strong advantage, if not, you'll need a strong willingness to learn and develop
Strong written and verbal communication skills
Organisation of logistics end to end
Work closely with the B2B team with the proposal development process
Associate Client Account Manager
By Ashfield Engage At , Remote
2+ years client/project management experience in a call center environment.
Work remotely from the comfort of your own home office
Excellent Benefits – accrued time off, medical, dental, vision, 401k, disability & life insurance, employee discounts/promotions
Offer recommendations to ensure successful program implementation and ongoing operation.
Bachelor’s Degree or equivalent work related experience
Critical thinking and creative problem solving skills.
Client Account Manager Jobs
By Radial, Inc. At , Remote
Identify opportunities to cross-sell and up-sell services and products Radial offers which meet Client’s needs
Bring Radial innovations and industry best-practices to clients proactively, based on first-hand knowledge of client dynamics, performance, priorities, plans, and opportunities
Manage key service initiatives and projects for clients, leading cross-functional teams to find solutions
Oversee performance-improving activities, analytics conducted both by Specialist teams, Radial teams, and clients
Monitor and ensure high levels of client satisfaction
Develop and execute satisfaction-improving action plans if/as necessary
Private Client Account Manager
By Brown & Brown Insurance At , Troy, 48098, Mi
Confirms customer information on file is correct (i.e. address, phone numbers, etc.) and inputs, updates records in agency management system.
Maintains appropriate documentation in customer files and tracks customer correspondence in agency management system.
Ensures proper claims handling and tracking by entering all relevant information into agency management system.
Advises management of > $10,000 for a single loss
Oversees sales and service practices for compliance and regulatory requirements, industry standards, and carrier underwriting criteria within the team
Abides by and maintains all licensing requirements by state
Account/Client Manager Jobs
By Accusource Consulting At United States
3+ Years Experience as an IT Account / Client Portfolio Manager at a corporate level
Experience managing accounts in the Digital Engineering/Digital Transformation space for a $1+ Mn annual portfolio with a Global IT/Digital Services/Consulting firm.
IT Account / Client Portfolio Manager at a corporate level
·Experience building successful and strong relationships with business stakeholders, Executives, and Senior Leaders.
Need someone local to Los Angeles
Willing to travel about 25% to cover the geographic spread of your client portfolio

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