A company is looking for a Client Manager in Private Client Services.Key Responsibilities : Foster relationships with clients to ensure retention and satisfactionDevelop new business opportunities and identify account rounding opportunitiesAnalyze exposures, negotiate rates, review quotes, and prepare proposalsRequired Qualifications : Bachelor's degree or equivalent combination of education and experienceThree or more years of related work experienceValid insurance license and compliance with Continuing Education requirementsProficiency in Microsoft Office SuiteKnowledge of a wide array of private client customizable coverages
Tax Manager - Private Client Services
We are looking for a Private Client Services Tax Manager to join our Fort Lauderdale office. Our Private Client Services Practice caters to the needs of individuals and their families, including their businesses, personal holdings and foundations and trusts. This will further cement our mission to b...
Client Delivery Manager
A company is looking for a Client Delivery Manager. ...
Insurance - Client Manager
We are seeking a Client Manager to join our team to expand the company's book of business by selling various types of insurance policies to new and existing clients. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations,...
Client Implementation Manager Health Plan
A company is looking for a Client Implementation Manager, Health Plan. ...
Tax Manager [Private Client Services]
This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaborati...
ACA Client Manager
A company is looking for an ACA Client Manager. ...
Client Solutions Manager (Business Development) - Florida Market
The Client Solutions Manager's role is a mix of hunting for prospective clients, client visits, placement coordination and account management. The Client Solutions Manager collaborates closely with the recruiting team in a fast-paced, metric driven environment. Source, prospect, and track client con...
SLED Client Manager (South Florida)
Our team of top-level industry experts takes an innovative and straightforward approach to consulting, design, deployment, and ongoing Assurance Services to meet client needs. Execute on sales campaigns to engage prospective clients, create excitement, articulate the value of DGR Systems technology ...
J.P. Morgan Wealth Management - Private Client Advisor - Wesley Chapel and New Port Richey, FL
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an en...
Private Client Banker - South Broward Market - Hallandale Beach, FL
Job Responsibilities * Share the value of Chase Private Client with clients that may be eligible * Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs * Partner with Speci...