- MultiPlan (Atlanta, GA)
- …Onward and Upward This role manages all aspects of the day to day account management activities for an assigned set of clients within a designated territory of ... team leadership and insights to Client Management, Solution Specialist, Operations and Account Associates to ensure resolution of customer issues and meet customer… more
- Creative Financial Staffing (Houston, TX)
- …their wealth management division that focuses on delivering tailored services to high - net -worth individuals and families, ensuring their real estate investments ... Job Title: Accounting Manager CFS has partnered with one of the...analyze financial performance, providing insights and recommendations for improvement. Account Management: Oversee accounts payable and receivable functions. Manage… more
- Fidelity TalentSource LLC (Boise, ID)
- …your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious are your ... Job Description:Relationship Manager As a Relationship Manager , you...education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending… more
- Fidelity TalentSource LLC (Austin, TX)
- …your clientsYou are professional with a polished communication style compatible with high net worth clientele The\u00A0Value\u00A0You DeliverYou are key to the ... Job Description:We believe as a Relationship Manager , you will be facilitating relationships with Fidelity...education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending… more
- Fidelity TalentSource LLC (Boston, MA)
- …and embrace this exciting and unique opportunity to be a part of a high -performing team of analysts interacting with data from across the enterprise to help bring ... into data for our Corporate Audit partners. Expertise and Skills You BringAs a Manager , Audit Data Analytics & Insights, you will play a key role working closely… more
- Creative Financial Staffing (Mountain View, CA)
- …Position interacts daily with client and 3rd parties to collect vital data. Primary manager of client cash account and must ensure sufficient funds are available ... communication techniques Accurate and timely processing of personal bills for high - net -worth clientele. Reviewing recurring items and processing both routine… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …customer interactions and sales production, and long-term relationshipsUnderstanding of Fidelity High Net Worth solutions including Managed Accounts and ... company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You Bring\u200BOutstanding leadership skills… more
- Fidelity TalentSource LLC (Boston, MA)
- …is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed ... investment adviser and a Fidelity Investments Company. SAI serves as the investment manager to all Fidelity managed accounts offered by Fidelity s Portfolio Advisory… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …LLC is a leading provider of asset allocation solutions for retail, institutional, and high net worth clients. The range of investment solutions include managed ... and Fidelity Investments Company and serves as the investment manager to all Fidelity managed accounts offered by Fidelity...education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending… more
- Gelfand Rennert & Feldman (Austin, TX)
- …business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff ... City, Nashville, San Rafael, Wilmington, Boston, and London. We are seeking an Account Manager with family office and/or HNW business management experience to… more
- HUB International (Encino, CA)
- …paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Personal Lines Account Manager II provides critical support to clients, manages a book of ... high net -worth clients, operating with the highest...highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager II promotes positive and effective… more
- HUB International (Winter Park, FL)
- …community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net -worth insurance business, while ... + **Medical/dental/vision insurance and voluntary insurance options** + **Health Savings Account funding** + **401k matching program** + **Company paid Life and… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net -Worth/Private Client experience. Experience within the Entertainment industry ... a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... in 2020. What You'll Be Doing As a tax manager , you will lead client tax engagements from start...+ Experience providing tax consulting and compliance services to high net -worth individuals and families including personal,… more
- Wipfli LLP (South Portland, ME)
- …which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or tax ... property tax returns, etc. + Lead multi-disciplined client service teams for account planning + Prepare and review client correspondence (letter, e-mail, etc.) +… more
- TEKsystems (Irvine, CA)
- …utilization. Design and implement resilient and fault-tolerant applications, ensuring high availability and quick recovery from failures. Implement robust monitoring ... development cycles, responding quickly to changing requirements and delivering high -quality software. Experience utilizing AI for increased productivity and software… more
- Medical Mutual of Ohio (Brooklyn, OH)
- …provide peace of mind to more than 1.6 million Ohioans through our high -quality health, life, disability, dental, vision and indemnity plans. We offer fully insured ... best possible health and quality of life. Angular / . NET developer on a cross-functional Scrum team under the...cross-functional Scrum team under the direction of the IT Manager . Translates user stories and customer acceptance criteria of… more
- Xylem (Miami, FL)
- …of the assigned account (s) - especially Channel partners. + Maintains high customer satisfaction ratings (positive net promoter score) + Additional duties ... innovative and sustainable solutions. We're Hiring for a Strategic Account Manager ! If you are excited and...closely with Customer Service to ensure customer satisfaction (positive net promoter score) and problem resolution is managed in… more
- Amazon (New York, NY)
- …in CRM system. Key job responsibilities Job Responsibilities * Pre-sales Account Manager owns media planning for net -new advertises, inclusive of media plan ... Creative & Campaign Managers, and external teams. The Pre-Sales Account Manager 's strategic and consultative media strategy...ability to prioritize both quality and speed to onboard net -new customers. As a member of a growing team,… more
- HUB International (Des Plaines, IL)
- …in integrity and building success by developing relationships with others **Summary** The Account Manager (AM) will support Producers and/or AEs in obtaining, ... maintaining, and expanding business. The Account Manager may also...Agency experience is required + Experience working in the high - net -worth marketplace + High School… more
