Private Client Advisor & Relationship Manager
Edgewoodpartnersinsurancecenter
EPIC Insurance Brokers & Consultants is seeking a Relationship Manager for its Private Client group. The role focuses on delivering exceptional service and advocacy for a portfolio of high‑net‑worth clients while partnering with Account Managers, Advisors and leadership. The position requires problem‑solving, teamwork, and ownership of client concerns from onboarding through renewal. Ideal candidates have at least 5 years of client management experience, a P&C license, and proficiency with MS #J-18808-Ljbffr Edgewoodpartnersinsurancecenter
- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...SuggestedTemporary workWork at officeImmediate start
$85k - $115k
...industry expertise helps support our clients’ regional and global needs. We have... ...our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing... .... Responsibilities Become a trusted advisor and provide exemplary service in all...SuggestedHourly payFull timePrivate practiceLocal area$90k - $100k
...Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management... ...team as to where to market accounts Act as advisor to clients and make recommendations and suggestions...SuggestedFor contractorsWork at office- At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring... ...valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop...SuggestedTemporary workWork at officeImmediate start
- ...and delivering for our clients, teammates,... ...focusing on deepening client relationships to provide best in class... ...include leading the Client Management Process and partnering... ...to the full array of Private Bank and Bank of... ...prospects as their trusted advisor providing integrated...SuggestedWork at officeWork from homeFlexible hoursShift workDay shift
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- Insite US is seeking a Tax Partner to lead and expand its Private Client practice, focusing on ultra-high-net-worth individuals, families... ..., and mentor a growing team while building lasting client relationships across generations and jurisdictions. Hybrid work flexibility...Private practice
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$90k - $165k
...Tax Credit, as well as International and Private Client services. This Private Client Services... ...of staff and building/maintaining relationships with clients. Withum’s brand is a reflection... ...client relationships Ability to manage multiple engagements and competing projects...Full timeWork at officeLocal area- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...
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$64.7k - $120.4k
...and how you can make your mark as a Client Service Manager within our Employee Health & Benefits... ...employee health & benefits, retirement, and private client insurance solutions to... ...skills to maintain and expand client relationships. You will collaborate with the sales...Minimum wageFull timeWork at officeLocal areaNight shift- BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree. The successful...Work at office
- ...York is seeking an experienced Director or Partner for its Private Client Services practice. The role involves overseeing complex tax... ...position offers a collaborative environment to grow client relationships and develop a team of tax professionals. #J-18808-Ljbffr Search...Private practiceFlexible hours
- ...Goldman Sachs is seeking a Private Wealth Advisor in New York, New York, to leverage their unique background and experiences to build a business. The role requires excellent interpersonal skills, creativity in problem-solving, and the commitment to a high level of integrity...
- Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory... ...This role will be responsible for client relationship management, technical leadership, practice...Local area
- ...currently working with a well-regarded fund manager, who has a focus on the tax efficient... ...for managing and expanding existing relationships, as well as expanding their investor footprint... .... Work closely with the internal client and investment team to ensure the product...
- Bank of America in New York is seeking a seasoned Private Banking professional to lead client management and business development within a high-net-worth client... ...asset management, while maintaining strong client relationships. The role emphasizes strong interpersonal skills,...
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- True Care is seeking a Private Client Outreach Specialist in New York to cultivate high-value referral relationships with elder law attorneys, financial advisors, and other affluent networks. You will expand private pay referrals, promote our premium home healthcare services...
$103.1k - $188.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...opportunityEY's FSO EDGE Private practice provides... ...will make you a trusted advisor and role model for your... ...complex tax and client relationship matters to senior management...Private practiceSummer holidayLocal areaFlexible hours- A leading insurance agency in New York seeks a Senior Private Client Advisor to provide tailored advice and services to High-Net-Worth clients. The role involves understanding client needs, managing exposures, and delivering exceptional client service. Candidates must...
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...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...marketplace.EY's FSO EDGE Private practice provides... ...reportingSupport effective long-term relationships and manage workflow... ...status as a trusted advisor to maintain and...Private practiceSummer holidayLocal areaFlexible hours- JPMorganChase seeks a Market Director for New York City to lead a team of Relationship Managers delivering high-touch banking, lending, and investment solutions to affluent clients. You will drive strategic growth, foster a client-centric culture, and oversee performance...
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