Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Client Relations Lead - Finance & Investments in Tampa, FL vacancy
  •  ...Inc. is seeking an AVP, Middle Office - Client Relationship Manager in Tampa, Florida. This...  ...Tail' clients, and addressing inquiries related to Trade Import/Export Letters of Credit...  ...relationships and identifying new trade finance opportunities. Citi offers competitive benefits... 
    Senior
    Work at office

    Citigroup Inc.

    Tampa, FL
    2 days ago
  •  ...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...  ...legislative changes, and lead change effectively...  ...Accounting, Finance, Economics or... 
    Senior
    Work experience placement
    Internship
    Private practice

    Andersen

    Tampa, FL
    19 hours ago
  •  ...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... 
    Senior
    Flexible hours

    Rehmann Robson LLC

    Tampa, FL
    3 days ago
  •  ...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

    Modern Wealth Management

    Tampa, FL
    4 days ago
  • Citi is seeking an AVP, Middle Office - Client Relationship Manager to manage and nurture relationships within a dedicated portfolio...  ...focuses on engaging with 'Long Tail' clients and facilitating Trade Finance services, including Letters of Credit. The ideal candidate will... 
    Senior
    Work at office

    Citi

    Tampa, FL
    2 days ago
  • Gilder Search Group is seeking a Private Wealth Advisor in Tampa, Florida, to guide clients through wealth and estate planning, investments, and banking. The ideal candidate will have 8+ years in dealing with High and Ultra High Net Worth clients and possess a Bachelor’... 
    Senior

    Gilder Search Group

    Tampa, FL
    19 hours ago
  •  ...join a growing wealth management team. The role involves delivering sophisticated financial planning and investment management strategies to high-net-worth clients. The ideal candidate must possess strong investment expertise, exceptional relationship-building skills,... 
    Senior

    Riptide Search

    Tampa, FL
    3 days ago
  • A leading financial services firm in Tampa is seeking a Client Ops Lead Senior Implementation Manager to oversee and manage complex Merchant Services implementations. The role involves coordinating the implementation life cycle, leading client interactions, and ensuring... 
    Senior

    JPMorgan Chase & Co.

    Tampa, FL
    4 days ago
  • Charles Schwab Corporation is looking for a Sr. Manager, Wealth Advisor in Tampa, Florida. This role emphasizes strong client relationship management and delivering personalized financial planning. Ideal candidates will show expertise in financial concepts and possess... 
    Senior

    Charles Schwab Corporation

    Tampa, FL
    3 days ago
  • $127.7k - $269.3k

     ...That's why we continuously invest in innovative ideas, such...  ...seeking a highly accomplished Senior Tax Manager to join our Lead Tax Services team. This...  ...on leading multiple client service teams, managing complex...  ...using objective, job-related criteria such as relevant... 
    Senior
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    Tampa, FL
    3 days ago
  • $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... 
    Senior
    Immediate start

    Beyond SOF

    Tampa, FL
    4 days ago
  •  ...Client Service Account Manager Join our team as a Client Service Account Manager where...  ...of financial exposure/operational risk related to TS transactions Technical...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 
    Senior
    Flexible hours

    JPMorgan Chase

    Tampa, FL
    19 hours ago
  •  ...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

    CGS Federal (Contact Government Services)

    Tampa, FL
    13 hours ago
  • $200k - $225k

    WTW is seeking a Senior Client Advocate in Tampa, Florida, to provide strategic relationship management for Healthcare clients. This role focuses on cultivating long-term client relationships and delivering high-quality client experiences in a fast-paced environment. The... 
    Senior

    WTW

    Tampa, FL
    3 days ago
  • Addx Corporation is seeking a Senior International Relations Strategy Subject Matter Expert (SME) at MACDILL AFB, FL. This role involves advising on international engagement strategies and supporting collaboration with the U.S. Special Operations Command (USSOCOM) on strategic... 
    Senior

    Addx Corporation

    Tampa, FL
    2 days ago
  •  ...Senior Lead Commercial Banking Relationship Manager Wells Fargo is seeking a Senior Lead...  ...retain, and grow complex to highly complex client relationships through the art of...  ...treasury management Syndication and investment banking product experience Demonstrated... 
    Senior
    Ongoing contract
    Work experience placement
    Immediate start

    Wells Fargo

    Tampa, FL
    4 days ago
  •  ...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide tailored advisory services across the...  ...experience, a strong CPA background, and proven ability to build client relationships while managing teams effectively. The position... 
    Senior

    Ernst & Young Oman

    Tampa, FL
    2 days ago
  •  ...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

    CGS Federal (Contact Government Services)

    Tampa, FL
    4 days ago
  • Contact Government Services, LLC is looking for a Senior eDiscovery Analytics Lead in Tampa, Florida. This role involves providing electronic discovery...  ...services and litigation support, particularly with Relativity. Key qualifications include 5+ years of eDiscovery... 
    Senior

    Contact-Government-Services,-LL

    Tampa, FL
    19 hours ago
  • $79.4k - $142.9k

    Jabil is seeking a Sr. Financial Analyst to perform analyses for senior management and improve financial systems. Responsibilities...  ...operations. Applicants should have a Bachelor's degree in Finance or related fields with at least 3 years of experience. The position offers... 
    Senior

    Jabil

    Tampa, FL
    3 days ago
  • $90.23k

     ...journey. Where your co-workers are invested in you and your success....  ...CDM Smith is seeking a Senior Financial Analyst to join our...  ...Bachelor's degree. • 5 years of related experience. Equivalent additional...  ...diverse as the needs of our clients. CDM Smith Inc. and its... 
    Senior
    H1b

    CDM Smith

    Tampa, FL
    1 day ago
  • The Salvation Army is seeking a Senior Divisional Accountant based in Lutz, FL. This full-time position involves reviewing and approving...  ...experience, with a Bachelor's degree in Accounting or a related field. Employee benefits include health insurance, paid time off... 
    Senior
    Full time

    The Salvation Army

    Lutz, FL
    1 day ago
  • $85k

    Join to apply for the Senior Client Billing Specialist role at Vaco by Highspring 2 days ago Be among the first 25 applicants Join to...  ...Education Bachelor's degree required (Accounting, Finance, or related field preferred) Equivalent legal billing experience may be... 
    Senior
    Full time
    Work at office
    Remote work

    Vaco by Highspring

    Brandon, FL
    3 days ago
  • $212k - $318k

     ...Partner, Senior Health Actuary We are seeking a Partner...  ...(AFG) provides our clients with high-quality...  ...count on you to: Lead actuarial and financial...  ...intellectual capital projects related to health actuarial...  ...and capital, people and investments, and management consulting... 
    Senior
    Minimum wage
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer France

    Tampa, FL
    2 days ago
  • 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... 
    Senior
    Work experience placement

    Retirement Resource Center, LLC.

    Tampa, FL
    19 hours ago
  • Plasticos Castella SA in Tampa, Florida is seeking a Senior IT Auditor who will assist in developing and executing audit plans, lead audit projects, and ensure compliance with...  ...'s Degree in Information Technology or a related field, hold a CISA, CPA, or CIA certification... 
    Senior
    Work at office

    Plasticos Castella SA

    Tampa, FL
    4 days ago
  • $50 - $60 per hour

     ...Assistant models to be a more useful tool for finance professionals. We're seeking experienced...  ...and formal training in a finance-related discipline. A Master’s or PhD (completed...  ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Gibsonton, FL
    more than 2 months ago
  • If you are passionate about interacting with the clients business and resources to effectively oversee and project manage the delivery...  ...solutions, you have found the right team. As a Client Ops Lead Senior Implementation Manager in Merchant Services, you will be responsible... 
    Senior
    H1b

    JPMorgan Chase & Co.

    Tampa, FL
    4 days ago
  •  ...‑on involvement in our clients’ operations. The role supports...  ...specific project scope Lead client interviews and...  ...areas (accounting, finance, economics) preferred...  ...‑7 years of experience related to accounting/finance,...  ...diligence, restructuring, investment banking, or private... 
    Senior

    Alvarez & Marsal

    Tampa, FL
    4 days ago
  •  ...High Net Worth Senior Tax Manager Join Frazier &...  ...spot for you! We serve clients of all sizes across the...  .... With our emphasis on Investing in Relationships to Make...  ..., and conclusions Lead tax engagements from start...  ...to articulate tax-related concepts clearly and effectively... 
    Senior
    Work at office
    Local area

    Frazier & Deeter

    Tampa, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Relations Lead - Finance & Investments. Be the first to apply!