Senior Client Relations Lead - Finance & Investments
AGW Capital Advisors
A financial advisory firm in Tampa is seeking an experienced Client Relations Associate to support their investment consulting team. This full-time in-office role requires 3-5 years of experience in client relations within the financial services industry. Ideal candidates will be detail-oriented team players with strong communication skills and an interest in capital markets. Compensation is negotiable based on experience. #J-18808-Ljbffr AGW Capital Advisors
$114k - $165.3k
...is excited to meet with clients in person, if needed.... ...the base salary** The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping... ...servicing needs related to client onboarding, financial... ...the ‘Personal Strategy’ investment strategy; recommend,...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours- ...with extraordinary clients spanning every... ...from independence-related constraints that may... ...your potential and invest in it to build a legacy... ...! The Role Senior Managers in our... ...changes, and lead change effectively... ...degree – Accounting, Finance, Economics or related...SeniorWork experience placementInternshipPrivate practice
- ...professional in Tampa, Florida. The role focuses on managing tax return preparations and mentoring associates, while ensuring exceptional client service. Candidates must have over 6 years of tax experience and a CPA license. The position offers flexible work arrangements and...SeniorFlexible hours
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- ...experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree in finance or related fields, along with over 10 years of experience in financial planning or investment management. The role includes conducting...Suggested
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- ...of our team, providing clients with experienced and thoughtful... ...clients. Engage with leads, prospects, and... ...with the CIO to align investment strategies with client... ...Bachelor’s degree required; Finance or Business degree... ...Experience Associate, Senior Associate Job function...Full timeH1bVisa sponsorship
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$127.7k - $269.3k
Crowe is looking for a Federal Tax Senior Manager to lead client service teams and provide innovative tax solutions. This role demands at least 8 years of progressive tax experience and an active CPA license. The candidate will oversee projects, mentor teams, and maintain...Senior$127.7k - $269.3k
...Federal Tax Senior Manager Your journey at Crowe... ...'s why we continuously invest in innovative ideas, such... ...Senior Manager to join our Lead Tax Services team. This... ...on leading multiple client service teams, managing... ...using objective, job-related criteria such as relevant...SeniorLocal areaRemote workWorldwide$110k
...Senior Accountant Our distinguished client has an immediate opening for a Senior Accountant in Tampa, Florida! As the FR&A Senior Associate you will actively... ...Qualifications Minimum of 6 years of related experience Bachelor's degree preferred with Masters...SeniorImmediate start$127.7k - $269.3k
...That's why we continuously invest in innovative ideas, such as... ...accomplished Federal Tax Senior Manager to join our Lead Tax Services team. This role... ...thrives on leading multiple client service teams, managing... ...consistently using objective, job‑related criteria such as relevant...SeniorLocal area$120 - $150 per hour
...Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services in the United States. This role focuses on reviewing complex... ...should have a valid CPA license, a bachelor’s degree in a related field, and at least 8 years of relevant experience. The position...SeniorHourly paySeasonal workRemote work- ...A global consulting firm is seeking a Senior Consultant in Technology Business Analysis to work on finance automation and technology solutions. This role requires a... ...understanding finance management processes, and ensuring client satisfaction. Candidates should possess strong...Senior
- ...ideal candidate should have a high school diploma, a bachelor's degree in Civil Engineering or a related field, and at least 10 years of experience. Responsibilities include client liaison, coordinating construction activities, mentoring staff, and ensuring successful...Work at office
$80k - $120k
...Contact Government Services, LLC is looking for a Senior Systems Analyst in Tampa, Florida. This position involves developing and managing... .... Ideal candidates will have significant experience with Relativity, strong supervisory skills, and excellent communication abilities...Senior- LUKOS LLC in Tampa, FL, seeks a Senior International Relations Strategy SME to provide strategic support for international engagements. The ideal candidate has a Master's degree in international security studies and extensive experience in international relations and engagement...Senior
- ...Credits & Incentives Senior Manager Tampa, Florida... ...for you! We serve clients of all sizes across... ...With our emphasis on investing in relationships to make... ...credits & incentives related to hiring and/or investments... ...degree in accounting, finance, or related field. ~...SeniorWork at officeLocal area
- ...the production needs and lead various workstreams to... ...testing analytics relating to CCAR and QMMF for Citi... ...allocation of cash into debt investment securities contribute... ...internally, often at a senior level. The role is... ...partnership with other finance functions, businesses and...Senior
$75k - $95k
...Willis Towers Watson in Tampa is hiring a Senior Incoming Specialty Client Manager to drive US placements and lead negotiations for complex insurance programs. This senior-level hybrid role emphasizes client management and market negotiation expertise. Successful candidates...SeniorTemporary work- Join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate... ...inclusive of knowledge of financial exposure/operational risk related to TS transactions Technical knowledge/comprehension to...SeniorFlexible hours
- ...Passthrough Tax Senior Manager Tampa, Florida, United... ...for you! We serve clients of all sizes across the... .... With our emphasis on Investing in Relationships to... ...impact and opportunities Lead tax engagements from... ...ability to articulate tax-related concepts clearly and...SeniorWork at office
- A federal contracting service in Florida is seeking a Senior Systems Administrator to manage Relativity databases and support technical initiatives for a federal agency. The ideal candidate will have significant experience with Relativity and excellent communication skills...SeniorFull time
$119.68k - $179.52k
A global financial services company is seeking a Client Onboarding Group Manager in Tampa, Florida. The role requires strong leadership, operational risk management, and a comprehensive understanding of client onboarding processes. Candidates must have exceptional stakeholder...Senior- ...Job Description Join our team as a Client Service Account Manager where you will have... ...of financial exposure/operational risk related to TS transactions Technical knowledge... ...200 years and today we are a leader in investment banking, consumer and small business banking...SeniorFlexible hours
- BDO USA, LLP is seeking a Healthcare Audit Manager based in Tampa, Florida. This role involves planning and executing client engagements, leading teams, and ensuring compliance with federal grant requirements. The ideal candidate will have substantial experience in government...Senior
- A federal consulting firm is seeking an eDiscovery Analytics Lead in Tampa, Florida. The role involves providing electronic discovery support and ensuring compliance with legal standards using Relativity. Candidates need a minimum of 5 years of eDiscovery services experience...Senior
- ...government services provider in Tampa is seeking a Senior Systems Administrator to support technical... ...for a federal agency. The role involves managing Relativity databases, collaborating with attorneys, and leading technical teams to meet expections. Ideal candidates...Senior
- ...Portfolio Management The Portfolio Manager optimizes the investment performance of client portfolios by selecting assets that maximize return while... ...demonstrated background in client relationship building skill set Related Skills Change Management Client Financial Planning Client...SeniorWork experience placement
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