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
- 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
- ...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
- Elliott Davis is seeking a Senior Tax Manager for their Private Clients Practice in Charlotte, NC. This role involves overseeing tax preparation and technical review for closely held businesses, ensuring compliance with tax regulations. The successful candidate will develop...SeniorPrivate clientPrivate practiceFlexible hours
$73.5k - $139.7k
...We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...professionals to join us at the Senior Associate level. RSM’s... ...same time operating in private company environments on a...SeniorPrivate clientFull timeWork experience placementInternshipWork at officeLocal area- 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
- ...experienced Estate Planning Attorney to join their sophisticated private client practice in Charlotte. The ideal candidate will advise high-... ...role requires strong technical knowledge, exceptional client service, attention to detail, and the ability to cultivate lasting...SeniorPrivate clientPrivate practice
$102.5k - $187.9k
...implementation across asset classes and client account types. Your Key... ...analysis Support account onboarding, compliance audits, and rule... ...(Retail, Institutional, Private Client) Partner with compliance... ...route you to EY’s Talent Shared Services Team (TSS) or email the TSS...SeniorPrivate clientFlexible hours- 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
- Grant Thornton is seeking a Value Creation Senior Associate in Charlotte, North Carolina, to evaluate operational opportunities... ...the transaction lifecycle. You'll work closely with private equity and corporate clients to conduct operational due diligence, assess performance...SeniorPrivate client
$95k - $150k
Job Title: Tax Senior / Tax Manager (Hybrid) Location: Charlotte, NC (Uptown Office - 2 Days... ...high‑net‑worth individual tax returns. Client Relationship Management: Act as the... ...portfolio of middle‑market businesses and private clients. Team Leadership (Manager Level)...SeniorPrivate clientPermanent employmentFull timeWork at officeRemote workFlexible hours$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- ...Engineering is looking for a Senior Project Manager to join our Aviation... .... Duties/Responsibilities: Leads the successful development... .... This must include planning services related to airport master... ...estimate for airport agencies and private clients Experience with FAA design...SeniorPrivate clientFor contractorsLocal area
$75k - $90k
...Growth and delivering for our clients, teammates, communities and... ...clients with complex trading, servicing and relationship needs. Key responsibilities... ...: Wealth management and private client experience Knowledge... .... We provide industry-leading benefits, access to paid time...Private clientWork at officeWork from homeShift workDay shift$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- Bank of America is seeking a Client Service Support representative for its Merrill Wealth Management division in Charlotte, NC. This role involves providing exceptional client service and support to Financial Advisors, ensuring operational excellence and client advocacy...Private clientFull time
$65k - $80k
...with a passion for building meaningful client relationships? Join our team as a Client... ...for Personal Investor clients during the onboarding and change of ownership experience. Build... ...through consistent, high‑quality service. Educate clients on Vanguard’s product and...Senior$31.09 - $33.09 per hour
...Sr Associate, Private Fund Transitions Our client, a large financial services company, is seeking an experienced Sr Associate... ...and Client Services teams in onboarding Institutional and High Net Worth... ...-oriented approach. Assist senior team members with investor...SeniorHourly payContract work- ...leader who can manage client relationships, direct project... ...Key Responsibilities: Lead the design and... ...regulatory bodies, and private sector clients Excellent... ...environmental consulting services to the public and private... ...: Civil Engineer - Senior Project Manager - Charlotte...SeniorPrivate clientFull timeLocal area
- Tryon Medical Partners is seeking a Senior Director of Physician Support Services to oversee the entire physician lifecycle, from recruitment to onboarding and engagement. This strategic role demands strong leadership and coordination across multiple departments, ensuring...SeniorFull time
- A tech solutions provider is seeking a Technical Onboarding Consultant to lead complex onboarding initiatives for enterprise payment solutions. The... ...technical stakeholders. The ideal candidate has extensive client-facing experience within fintech or e-commerce, strong...Senior
- ...Balfour Beatty US is an industry-leading provider of general contracting, at... ...construction management and design-build services for public and private sector clients across the nation. Performing... ...Balfour Beatty is seeking a Senior Project Manager to join our Special...SeniorPrivate clientContract workFor contractorsFor subcontractorLocal area
- ...National Bank is seeking a Commercial Relationship Sales & Service Manager Senior. This role acts as the primary point of contact for commercial... ..., working closely with Relationship Managers to enhance client experiences and resolve issues. A successful candidate will...SeniorWork at officeFlexible hours
- Mazzella is seeking an Industrial Service Manager in Charlotte, NC to oversee the crane service branch and drive productivity. The role involves managing schedules, enhancing field operations, and developing budgets. Candidates should have at least 4 years of experience...Senior
- JPMorgan Chase & Co. is looking for a Client Success Senior Associate to enhance relationships with Commercial & Investment Bank clients. The role involves supporting senior team members, delivering solutions, and ensuring high client satisfaction. Key responsibilities...Senior
$19 - $21 per hour
...have realized a need for therapy services for individuals wanting to pay using their private insurance, Medicare and/or... ...exclusive private pay often leaves clients without services or having to terminate... ...requests and queries from senior managers. What You Will Bring: Bachelors...Private clientHourly payFull timeWork at officeLocal areaImmediate startWork from homeFlexible hours$128.8k - $164.22k
...Job Description As a Value Creation Senior Associate, you will work with private equity and corporate clients to evaluate operational opportunities and support execution... ...(TMO) support. Assisting with Transition Services Agreement (TSA) scoping and schedule...SeniorPrivate clientWork at office- A leading global financial services firm seeks a Client Onboarding Associate in Charlotte, NC. The role involves leading strategic initiatives for client onboarding, ensuring a smooth transition to the Chase banking platform. Candidates should have over 3 years of experience...Senior
$105.4k - $207.8k
...Senior Consultant, M&A Team Our Deloitte Strategy... ...Transactions team helps guide clients through their most... ...support and advisory services, covering areas such as... ...engagements for corporate and private equity clients... ...relationships Ability to lead projects or workstreams...SeniorPrivate clientVisa sponsorship
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