A company is looking for a Senior Client Manager in Private Client Services.Key Responsibilities : Foster and manage client relationships to ensure retention and satisfactionDevelop new business opportunities and create renewal strategiesAnalyze exposures, negotiate rates, review quotes, and prepare proposalsRequired Qualifications : Bachelor's degree or equivalentFive or more years of related work experienceValid insurance licenseContinuing Education requirements for license renewalKnowledge of wide array of private client customizable coverages
Senior Client Manager
Gainwell, you can contribute your skills as we harness the power of technology to help our clients improve the health and well-being of the members they serve — a community’s most vulnerable. Strengthen the quality and smooth running of our Cost Avoidance (CAV) product as we create innovative, purpo...
Tax Senior Manager - Private Client Services
EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as he...
Senior VP - Client Services
A company is looking for a Senior Vice President - Client Services (Healthcare). ...
Tax Managing Director - Global Private Client Services
Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. This role provides an opportunity to join a specialized practice where you will use your expertise in estate...
Director, Provider Client Services
Provide leadership, guidance, and mentorship to call center managers. Please be aware of any suspicious email activity from people who could be pretending to be recruiters or senior professionals at Zelis. ...
Implementation Client Service Manager
Senior-level position within Willis Towers Watson, providing strategic relationship management and consultative services to clients. The Senior Associate will work within the Individual Marketplace service line and will serve as the account manager for high profile/complex implementations of Willis ...
Global Commercial Banking - Global Digital Senior Product Manager - Commercial Client Platforms, SVP
Global Citi Commercial Bank, Global Digital Senior Product Manager –Commercial Client Platforms - SVP (Hybrid). The Global Digital Senior Product Manager at CCB will be focused on expanding the CCB Client Platform Entitlement and Authentication Capabilities. The Global Senior Product Manager will al...
Experienced Associate Tax - Private Client Services
Experienced Associates in Private Client Services (PCS) support a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. We stand as a trailblazing force w...
Tax Manager | Private Client
The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities man...
J.P. Morgan Advisors - Senior Client Associate - Dallas, TX
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures. Perf...