HNW Personal Lines Account Manager - Elite Client Steward
Acrisure, LLC
Acrisure is seeking a Personal Lines High Net Worth Account Manager to oversee annual reviews and steward risk management for affluent clients in the New York area. You will negotiate with carriers, assess lifestyle changes affecting coverage, and propose updates to align with client needs. You will maintain a book of business, review exposures, collaborate with producers, provide proactive service, keep clients informed of market changes, and ensure accurate, timely endorsements and policy #J-18808-Ljbffr Acrisure, LLC
- ...Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement... ...clients across both their personal and business interests.... ...Personal investments and other HNW interests. The team... ...For ~5+ years of public accounting tax experience. ~ Previous...High net worthFull timeFor contractorsInterim rolePrivate practiceWork at office3 days per week
$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with... ...deep industry expertise, a personalized approach, and a commitment... ...delivering real value to our clients.Our mission is to provide exceptional... ...you!We are seeking a Tax Manager or Director to join our...High net worthFull timePrivate practiceLocal area3 days per week- ...Westchester Country Club - JobID: 200-787881 [Busser / Porter / Cleaner] As a Steward at Westchester Country Club, you'll: Perform heavy cleaning of kitchen area; Wash dishes and pots; Remove and dispose of trash; Perform proper procedures in operating, cleaning and changing...SuggestedSeasonal workImmediate start
- ...Westchester Country Club Steward OpportunitySince 1922, Westchester Country Club is an exclusive family-oriented private club located... ...additional responsibilities may be assigned, as required, by management.What You'll NeedA minimum of 6 months Kitchen Stewarding experience...SuggestedHourly payFull timeFlexible hoursShift workNight shiftWeekend work
- ...the world. Our Private Wealth Management Summit, along with our proprietary... .... We are searching for an Account Executive to develop new accounts and manage client relationships. A successful... ...future leaders. This is an in-person role located in our Greenwich...High net worthPrivate practiceWork at office
$190k - $225k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors... ...,000 per year A bit about us: A premier accounting, tax, and advisory organization... ...professionals. Work closely with fund CFOs and management companies regarding tax planning and...High net worthLocal areaFlexible hours- ## Personal Lines Account ManagerApplylocations: US - CT - Riversidetime type: Full timeposted on: Posted 30+ Days Agojob... ...need your talent and expertise.****Cross Private Client- Greenwich Personal Lines Account manager**Account Manager Position overview: Account Managers...Work at officeLocal area
- ...Job Description Job Description Private Client Services: Jr. Account Manager Port Chester, NY (Hybrid) Zachys Wine International About... ...Continuing Education Requirements The successful person in this position must share passion and knowledge of wine...Work at office
- ...are looking for a Lead Steward & Facilities... ...of house. This is the person who leads stewarding through... ...closely with the General Manager on facilities and asset... ...culture of pride and accountability in the dish room and back... ...dish room holds the line. ~ Pre-opening or...Hourly payShift work
- ...Northern Trust is seeking a seasoned client relationship professional to manage and expand high net worth accounts. You will own retention and growth of Tier IV/HNW/UHNW clients, guiding strategy, coordinating product specialists, and delivering advice-driven solutions...High net worth
- ...Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and motivated professional to join a team. This is an exciting opportunity to contribute to a dynamic and forward-thinking organization. The ideal candidate will bring a strong...
$70k - $90k
...Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for... ...Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive • Visit...Work at office$80k - $90k
...Senior Personal Lines Account Manager – Tarrytown, NY Join a well-established independent insurance agency known for its positive, collaborative... ...business while joining a supportive team that values long-term client relationships and exceptional service. Senior Personal...- ...established Connecticut based wealth management firm is hiring a Wealth... ...primary advisor for assigned client relationships; deliver comprehensive... ...investment policy updates in line with firm procedures.... ...or wealth planner working with HNW clients. ~ Strong planning background...High net worthFull timeWork at office
- ...leader in innovative wealth management, asset servicing, asset management... ..., and to provide to our clients and the communities we serve... ...potential (Tier IV) high net worth (HNW) and ultra-high new worth (... ...knowledge of personal financial planning.10-15 years...High net worthFull timeH1bWorldwideFlexible hours
- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement... ...Family Offices whose tax affairs span personal wealth, trusts, investments, partnerships... ...of tax experience within public accounting. ~ Bachelor's degree in Accounting...High net worthFull timePrivate practiceWork at office3 days per week
$120k - $150k
...Financial Planner $2B+ Independent Wealth Management Firm Stamford, CT A well-... ...closely with lead advisors to support HNW/UHNW client relationships Assist with estate planning... ...follow-up items Coordinate with accountants, estate attorneys, and other outside...High net worthWork at office$75k - $85k
...Account Specialist The Cross Family of Agencies welcomes you... ...and courteous service to our clients, as well as maintain a positive... ...with insurance agency management systems, have a flair for client... ...assigned portfolio of personal lines insurance accounts for clients...Work experience placement- Cross Insurance is hiring a Personal Lines Account Manager in a hybrid role. The position services policies for individual customers, handling renewals... ...new business submissions. Expect opportunities to visit clients as a proxy for the Account Executive, pursue endorsements...
- ...individuals, trusts, estates, and personal investment entities within a... ....Collaborate with external accounting firms, estate-planning... ...ensure accurate and compliant tax management.Oversee tax compliance, planning... ...of experience in Private Client Services, High Net Worth Tax,...High net worthWork at office
- ...in the business of helping clients with their financial goals -... ...fastest-growing private wealth management practices, serving high-net-... ..., and the development of an elite advisory team.We’re looking... ...objectivesDevelop KPIs and accountability across the organizationLead...High net worthFull timePrivate practice
- Job Summary:Private Client Services at BDO is a boutique practice... ...life insurance planning.A Tax Manager, Private Client Services is... ...s degree, required; major in Accounting, Finance, Economics, or Statistics... ...and other business lines to increase cross service opportunitiesPeople...High net worthPrivate practiceWork at office
- ...is a boutique Wealth Management firm formed in 2021, which... ...out of the Private Client Group of Wells Fargo Advisors... ...experience with the HNW or UHNW is preferred.... ...3 years). An accounting related certification,... ...members balance their personal and professional life...High net worthFull timeTemporary workWork at officeImmediate startFlexible hours
$175k - $250k
...and tax planning matters, as well as trust and estate administration. This attorney will play a key role in supporting existing client relationships, handling matters across Connecticut, New York, and New Jersey, and helping meet the growing demand for sophisticated...High net worth- ...operations, sophisticated wealth management, and family governance. Our... ..., driven by innovation, personalized service, and an expert team.... ...operational efficiency, and client service. If this sounds like... ...engagements. You will manage accounting functions, ensure compliance...High net worthFull timeWork at office
$24.12 per hour
...fitness center and pool, as well as discounts at Hop Scotch Salon.CompensationSalary Range: $24.12 - $24.12 HourlyOverviewAssist Stewarding Supervisor and Restaurant Outlets in the cleaning and organizing of the Food and Beverage Outlets.Essential Duties and Responsibilities...Temporary workLocal areaFlexible hoursWeekend work- ...Job Description Job Description CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...High net worthPrivate practice
$175k - $250k
...target. § The Firm : Our distinguished client is a nationally recognized, Chambers USA-... ..., white-glove legal counsel to an elite roster of high-net-worth individuals, closely... ...jurisdictional planning and cross-border wealth management considerations. ⨖ Exceptional leadership...High net worthFull timePrivate practiceImmediate start$115k - $155k
...Make an Impact as a Personal Lines Client Executive This is a standout opportunity for a... ...Executive, you will go beyond day-to-day account management to lead strategy, influence client... ...Citizen Awards - Best Corporate Steward finalist • Inc. Magazine Best Workplaces...Temporary workInternshipLocal areaFlexible hours$140k - $170k
DescriptionKforce's client, a well-respected public accounting firm, seeks a Tax Manager in White Plains, NY.Summary:In this position, you will assist with client relations... ...laws* Implement and oversee the tax plans for HNW clients* Perform managerial functions in the...High net worthWork at officeLocal area
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