Senior Private Client Service & Onboarding Lead
Brown Advisory
Brown Advisory is looking for a Senior Relationship Associate in Charlotte, NC, to provide customized private client service. The role involves collaborating with various teams to enhance client experiences, managing client onboarding, and addressing fiduciary matters. Candidates should possess a Bachelor's degree and have a minimum of 5 years in a client-facing position, such as trust administration. Excellent communication and organizational skills are essential, along with the ability to build trust with clients. #J-18808-Ljbffr Brown Advisory
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Private Client Service & Onboarding Lead in Charlotte, NC vacancy
- ...Senior Relationship Associate Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member... ...clients. This includes: Manage all aspects of client onboarding including custodian selection, documentation...SeniorPrivate clientTemporary workWork at office
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager to support Private Client Services. The role involves reviewing complex individual tax returns and ensuring tax compliance for high-net-worth individuals and families, as well as partnerships and S Corps. Candidates...SeniorPrivate clientRemote jobHourly paySeasonal work$90k - $125k
BDO USA is hiring a Tax Manager for Private Client & Family Office Services in Charlotte, NC. This role involves managing finance and accounting outsource engagements, including client relationship management and proposal development. Candidates should have a relevant bachelor...SeniorPrivate clientWork at office$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated to serving privately held companies and their owners and families. These clients range from family‑owned businesses...SeniorPrivate clientHourly paySeasonal workRemote workFlexible hours- ...Senior Account Manager, Employee Health & Benefits Award-winning... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant with... ...global resources of the world's leading professional services firm, Marsh...SeniorPrivate clientWork at officeLocal areaFlexible hoursNight shift
Marsh & McLennan
Charlotte, NC3 days ago - WTW is looking for a Senior Surety Client Manager in Charlotte, NC, to support Producers and Account Executives in managing client accounts within surety and insurance. You will be responsible for client communication and issue resolution while contributing to a hybrid...SeniorFlexible hours
$76k - $125.3k
...contact for a wide range of clients and colleagues. This is an opportunity... ...teaming focusing on service delivery for our clients. In... ...experience in handling hedge fund and Private equity K-1s Researching tax... ...the confidence to challenge senior colleagues and stakeholders...SeniorPrivate clientWork experience placementSummer holidayLocal areaFlexible hours- A leading insurance firm in Charlotte is seeking a Private Client Risk Advisor to provide personalized insurance solutions to high net-worth clients. This role requires excellent communication and analytical skills, with responsibilities including developing leads and tailoring...SeniorPrivate client
- A telecommunications company in Charlotte, NC is looking for a Sr. Manager, Strategic Customer Operations to lead customer onboarding and order delivery. The successful candidate will manage a team focusing on Broadband Fiber and VoIP, ensuring operational excellence and...Senior
- Senior Accountant Private Equity-Backed | Middle Market Consumer Services | High-Growth Environment We are partnering with a private... ...platform. Key Responsibilities Lead and support month‑end and year... ...with private equity‑backed clients a plus Ability to thrive in a...SeniorPrivate client
- ...A prominent financial services firm is seeking a Senior Associate for its Regulatory Operations Onboarding team in Charlotte, NC. This remote position involves providing exceptional customer service, managing client onboarding, and ensuring compliance with regulatory requirements...SeniorRemote work
Capital One
Charlotte, NC1 day ago - Rockefeller Capital Management is seeking an experienced Client Associate to support their private wealth team in Charlotte, North Carolina. This role... ...operations, administration, and delivering exceptional client services while ensuring adherence to best practices. The ideal...Private client
$105.56k - $247.9k
...advisory, assurance and tax services to our clients. At Cherry Bekaert we... ...opportunity has been created for a Senior Manager to join our high... ...M&A activities of our Private Equity clients and strategic... ...has demonstrated experience leading the execution of engagements...SeniorPrivate clientWork experience placementLocal areaRemote workCherry Bekaert
Charlotte, NC9 hours ago- A leading financial advisory services firm based in Charlotte is seeking an experienced Senior Client Associate to support client operations and administration. The ideal candidate should have over 10 years of relevant experience, with a focus on providing exceptional service...SeniorPrivate client
$19.08 - $28.08 per hour
...seeking a Parts Advisor in Charlotte, NC. The Parts Advisor will ensure an exceptional internal customer experience by coordinating with service teams and managing part orders. Candidates should have strong communication skills, organizational abilities, and a customer-first...SeniorHourly pay$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services. The role focuses on reviewing complex tax returns and tax planning for high-net-worth clients. You will work remotely within the United States, ensuring flexibility and independence. Candidates...Private clientRemote jobHourly paySeasonal work$72.28k - $117.52k
...provides products and services (designed for High... ...and Mass Affluent clients of TD Bank, N.A.... ...(TD Bank N.A., TD Private Client Wealth LLC... ...Department, the Senior Compliance Business... ...topics, including onboarding new hire training... ...Identifies and leads problem resolution...SeniorPrivate clientWork experience placementLocal areaWork from homeFlexible hoursTD Bank
Charlotte, NC3 days ago$165k - $200k
..., partnering with clients to solve the world... ...investment worldwide, our services are in great... ...Specialist is a senior strategic advisor... ...and functions. Leads complex, high-visibility... ...in-person Day 1 onboarding at an AECOM office... ...with public- and private-sector clients to...SeniorPrivate clientWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hoursAECOM
Charlotte, NC1 day ago- A recruitment firm seeks a Tax Senior Manager in Charlotte, NC to lead tax consulting and compliance for private equity clients. This full-time role focuses on managing teams and complex tax matters. The ideal candidate has 7+ years of public accounting experience, CPA...SeniorPrivate clientFull time
- A global professional services firm is seeking a Senior Associate to join its Private Equity Performance Improvement team in Charlotte, North Carolina. This role... ...technology and business solutions for private equity clients, including IT diligence, merger integrations, and...SeniorPrivate client
- ...is seeking a Producer to drive new business development and manage client relationships. The role requires a strong sales strategy, negotiation skills, and at least five years of experience in private client insurance. Responsibilities include executing sales goals, creating...SeniorPrivate clientFlexible hours
- ...Transaction Advisory firm in Charlotte, NC is seeking a Senior Analyst for their Transaction Advisory Services practice. This role involves supporting... ...diligence engagements and working closely with private equity clients, ensuring high-quality deliverables through strong...SeniorPrivate client
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY. This role focuses on serving privately held companies and their owners and families—from family‑owned businesses to private equity...Private clientHourly paySeasonal workRemote work$125k - $150k
...Tax Experienced Manager, Private Client & Family Office Services (PCS-FOS) manages the full... ...allow. Collaborate with Senior Managers to formulate recommendations... ...needs and recruit/ onboard Associates and Senior... ...and forecasting skills. Lead project planning, including...Private clientWork at office- ...Tax Senior Manager RSM's Private Company team is looking for a dynamic Tax Senior... ...of what matters most to our clients. Our team of first choice advisors... ...expertise, ability to lead a collaborative team dedicated to excellent client service, and business development:...SeniorPrivate clientPrivate practiceLocal area
$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies...Private clientHourly paySeasonal workRemote workFlexible hours- Senior Analyst - Transaction Advisory Services I am partnering with a highly respected, boutique Transaction Advisory... ...and Office of the CFO to support private equity firms, independent sponsors... ...advisory platform with meaningful client exposure and leadership...SeniorPrivate clientWork at office
$47k - $65k
NFP, an Aon company, is seeking an Account Manager for their Private Client Group in Charlotte, NC. In this role, you will manage client... ...carriers. The ideal candidate has 3+ years of experience in client service, preferably in flood underwriting. The position is remote...Private clientRemote job$92.11k - $156.88k
City National Bank is seeking a Team Leader II Loan Servicing located in Charlotte, NC. This role will manage a loan servicing unit responsible for loan boarding and compliance, ensuring productivity and quality. Candidates should have a Bachelor's degree, solid experience...Senior$95.4k - $192k
Managed Security Services - Service Delivery Lead (CMMC) page is loaded## Managed Security Services - Service... ...a world of change, empowering our clients and people to realize their full... ...security and IT projects* Proven success onboarding and supporting simple to complex...Temporary workWork experience placementInternshipLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Service & Onboarding Lead. Be the first to apply!
Related searches
- food service coordinator Charlotte, NC
- service lead Charlotte, NC
- IT service desk coordinator Charlotte, NC
- early intervention service coordinator Charlotte, NC
- family service coordinator Charlotte, NC
- medical staff services coordinator Charlotte, NC
- service team leader Charlotte, NC
- service coordinator Charlotte, NC
- member services coordinator Charlotte, NC
- senior development executive Charlotte, NC