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
$100k - $150k
...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... ...seeking an experienced Tax Manager to join our growing Private...High net worthFull timePrivate practiceLocal area3 days per week$17 per hour
...Westchester Country Club Steward Opportunity Since 1922, Westchester Country Club is an exclusive family-oriented private club located... ...additional responsibilities may be assigned, as required, by management. What You'll Need A minimum of 6 months Kitchen...SuggestedHourly payFull timeFlexible hoursShift workNight shiftWeekend work- ...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
- Personal Lines Account Executive An experienced Personal Lines Account Executive is needed to establish and maintain strong client relationships while providing knowledgeable, responsive, and professional... ..., and actions within agency management software. Collaborate with team...High net worth
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors... ...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- ...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
- ...looking for an experienced Tax Manager to join its growing Private Client Services practice in New... ...across both their personal and business interests.... ...Personal investments and other HNW interests. The team... ...For 5+ years of public accounting tax experience. Bachelor...High net worthFor contractorsInterim rolePrivate practiceWork at office3 days per week
$17 per hour
...Steward Job Reference Number: 43150 Employment Type: Full-Time Segment: Dining & Events Brand: Abigail-Kirsch... ...corporate office or one of our brand segments. Disclaimer : This job description can be revised by management as needed....Full timeWork 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 payFull timeShift work
- ...About the job Wealth Manager We are recruiting for a top tier... .... - A global book of clients from $100MM - $2BBMM+ in assets... ...Wealth Management working with HNW/UHNW individuals and families... ...managed portfolios, brokerage accounts, portfolio reviews, deposit and...High net worthWork 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...$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- ...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
- 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 work ethic,...
$70k - $90k
...Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for servicing... ...Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive • Visit clients...Work at office$130k - $165k
...Job Description Job Description Most Tax Manager roles give you more returns to review and more deadlines... ...manage. This one gives you a much broader role in your clients' financial lives. A leading public accounting and advisory firm is looking to add a Private...High net worthPrivate practice- ...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
$190k - $250k
...Description At the Director level, Private Client Services should be about more than... ...growth of the practice. A leading public accounting and advisory firm is looking to add a... ...Serve as a senior technical resource for Managers, Seniors, and other members of the PCS practice...High net worthPrivate 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
- ...opportunity for a Tax Senior Manager to join the team in one of our... ...create opportunities for in-person collaboration. While the cadence... ...is rooted within the Private Client Services practice with a... ...will have: Education: BS/BA accounting; CPA requiredMinimum 8+ years...High net worthPrivate practiceLocal areaFlexible hours3 days per week
$150k - $200k
...attorney specializing in high-net-worth (HNW) and ultra-high-net-worth (UHNW) estate planning... ...other estate preservation and wealth management mechanisms. Credentials & Licensure:... ...this opportunity The Firm: Our client is an expanding corporate law firm with...High net worthFull timePrivate practiceMonday to Friday$17 per hour
...Steward Position We are seeking a dedicated Steward to join our team at Tappan Hill Mansion. In this role, you will be responsible for maintaining cleanliness and organization in the kitchen and dining areas, ensuring that all equipment and supplies are properly sanitized...$90k - $120k
...USD 120000 Your role Do you know how to manage people? Do you have a knack for... ...service standards? lead High Net Worth (HNW) Client Associates team leadership and development... ...high-level escalation point for complex account issues bridge gap between the private wealth...High net worthFull timeWork at officeFlexible hours- ...Join Gallagher's Personal Lines Inside Sales Team At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite...Work at officeLocal areaRemote work
- Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. Our client a high-quality CPA firm with 250 + professionals is adding to... ...their people and helping them to manage /grow their careers with internal... ...firm is large enough to have Mutiple lines of business: Tax, Audit,...High net worthWork at office
- ...the business of helping clients with their financial... ...growing private wealth management practices, serving... ...the development of an elite advisory team. We're looking... ...Develop KPIs and accountability across the organization... ...acquisitions is highly desirable Personal Characteristics High...High net worthFull timePart timeFor contractorsPrivate practiceWork from homeHome office
- ...potential.Title and SummaryEnterprise Account Executive - Mastercard... ...landscape.- Forecast accurately and manage a rolling pipeline against... ..., it is expected that every person working for, or on behalf of,... ...with Mastercard’s guidelines.In line with Mastercard’s total...Full timePart timeWorldwideFlexible hours
- ...Job Description: Private Client Services: Junior Account Manager Port Chester, NY (Hybrid) Zachys Wine International The Job Zachys is... ...including sales on the floor Requirements The successful person in this position must be detail-oriented self-starter...Full timeWork at officeWeekend workAfternoon shift
$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice... ...insurance planning. A Tax Manager, Private Client Services is responsible... ...s degree, required; major in Accounting, Finance, Economics, or... ...and other business lines to increase cross service opportunities...High net worthPrivate practiceWork at office- ...Tax Manager Or Senior Tax ManagerA well-established CPA firm with over 20 years in business... ...is a firm that prioritizes long-term client relationships. The firm offers a chance... ...Manager (7–15+ years experience in Public Accounting)Strong background in; 1065, 1120, 1120S,...High net worthWork at officeRemote workFlexible hours
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