Client Manager - Private Client Services
$53.4k - $99.4kMarsh
Company: Marsh McLennan Agency Description: Client Manager – Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As a Client Manager on our Private Client Services team, you will play a key role in managing and nurturing an existing portfolio of personal lines clients. Your responsibilities will include marketing, placing, and renewing accounts to ensure client satisfaction and retention. This position places a strong focus on Risk Management, where you will identify client exposures, provide expert advice, and recommend tailored solutions to help clients effectively mitigate and manage their risks. Our future colleague. We’d love to meet you if your professional track record includes these skills: Education Requirement: High school diploma or equivalent is required. Extensive knowledge of personal insurance industry (carrier, agency) laws, products, coverage’s and markets is essential. Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines. Excellent communication skills to effectively service customers. Ability to proactively manage book of business and to develop healthy relationships in order to retain accounts. Ability to negotiate quotations with underwriters and evaluate the clients’ needs. Be a self-starter; problem solver with good time management skills and the ability to be organized and meet deadlines. We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid
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The applicable base salary range for this role is $53,400 to $99,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. #J-18808-Ljbffr Marsh- Marsh McLennan Agency is seeking a Client Manager for Private Client Services to manage a portfolio of personal lines clients, marketing, placing and renewing accounts to ensure satisfaction and retention. The role emphasizes Risk Management—identifying exposures, advising...Private client
$110k - $140k
...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...: Full timePosted: 2026-08-24Closes: 2027-08-24Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing...Private clientPrivate practiceWork at office
$64.7k - $120.4k
...Client Executive Business Insurance National Accounts Award-winning... ...& benefits, retirement, and private client insurance solutions to... ..., we combine the personalized service model of a local consultant with... ...This includes the ability to manage workload by processing daily...Private clientLocal areaNight shift- ...Description Job Description We are looking for a Client Relationship Manager to join our clients team, in the twin Cities Minnesota. In this position, you will support private client operations by delivering attentive service, coordinating account-related activities, and...Private clientWork at office
$150k - $190k
...are dedicated to solving our clients’ toughest science and engineering... ...an experienced Client Manager to lead strategic client partnership... ...they receive exceptional service throughout their engagement with... ...in either the public or private sectorPrior experience in client...Private clientFull timePart timeWork at officeFlexible hours$190k - $300k
...seeking an Advisory Director Client Relationship Executive - Transactions... ..., and executive relationship management — shaping how capabilities... ...is focused on helping private equity funds, portfolio companies... ...hours) Position GT's full-service Advisory approach — uniting data...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$160k - $200k
...give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis, MN. This is a targeted opportunity for an experienced tax professional...Private clientFull timeLocal area- ...Full timePosted: 2026-08-24Closes: 2027-08-24Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a... ...professional experience as well as their communication, time management, leadership, technical, business development, and people...Private clientPrivate practiceWork at office
- ...OpportunityLet's talk about Canteen One! We are the national account management arm for Canteen, the largest and most experienced food and retail service company in the United States. We help our clients take the best breaks possible by providing unique and customized...Contract workWork at officeFlexible hours
$105.38k - $215.38k
...wealth transfer? If so, this Tax Manager opportunity within Deloitte... ...our Individual Tax Services - High Net Worth group, you will... ...specialists when needed.Build strong client relationships through clear,... ...-net-worth individuals or private clients.Strong client communication...Private clientWork at officeLocal area$158.31k - $193.49k
...excel at—all from Day One.Job DescriptionThe Relationship Manager (RM) is responsible for managing and growing a complex... ...segment, this team is part of U.S. Bank's Institutional Client Group (ICG), which services our largest clients.This SVP-level role drives new client...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week$63.47k - $105.8k
...positively influence our culture, serve our clients and enrich our communities is essential... ...and define action steps to effectively manage those relationships. Consult with clients... ...matter expert on topics such as the Voya Service Model, installation process, ongoing service...Part timeWork experience placementLocal areaFlexible hours$92.4k - $172.1k
...McLennan Agency Description: Client Director – Business Insurance... ...& benefits, retirement, and private client insurance solutions to... ...we combine the personalized service model of a local consultant... ...through proactive client service, managing renewals/marketing, and...Private clientMinimum wageFull timeWork experience placementWork at officeLocal areaNight shift- DC Group is hiring for a Regional Account Manager to oversee a designated territory from our Minneapolis headquarters. You will coordinate field service engineers, manage emergency service requests, and act as the central liaison across departments to ensure SLA compliance...
- ...a professional to assist in Global Capital Markets trust administration and servicing for high net-worth private and institutional clients in Minneapolis. You will support relationship managers, process transactions, and serve as the primary client contact for daily administration...Private client
$106k - $150k
SENIOR CLIENT SOLUTIONS MANAGERABOUT USMatrix Technologies, Inc. has been a leading provider... ..., automation, and systems integration services since 1980. Guided by "The Matrix Way," we... ...our team as a Senior Client Solutions Manager!This is a hybrid role based out of our Minneapolis...Full timeLocal areaImmediate startWork from homeFlexible hoursNight shift- ...solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual... ...COLD calling necessary Represent core values: Service Over Sales, always putting clients first Set...Full time
$90k - $132k
...campaigns at the enterprise level, both online and offline. Our clients are household names that span multiple industries,... ...retail, healthcare, education, CPG, and hospitality.The Account Manager, Client Services role at Ovative Group offers the right candidate the...Full timeWork at officeRemote workVisa sponsorshipWork visa$112.88k - $179.48k
...your career. Let’s see what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration with and in support of the... ...to support timely resolution.Tracks team metrics, analyzes service-level trends, and implements solutions to maintain...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package- ...Bank Corporation seeks a trusted administrator to oversee client relationships and the design/admin of trust accounts for high-net-worth private and institutional clients. You will support senior relationship managers, respond to inquiries, and coordinate transactions,...Private client
- ...MN, seeks a professional to lead Global Capital Markets trust/administrator duties for high-net-worth private and institutional clients. You will support senior managers and serve as the primary client contact, handling documents, cash disbursements, trades, and account...Private client
$60k
...Job Description Essential Job Functions Perform client training on Hub Group's proprietary supply chain management software tools. Work with warehousing and transportation service providers to outline and define client service solutions. Establish, define,...Work at officeFlexible hours- ...basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads... ...that meet each family's needs ◾Build and manage your own client portfolio with guidance... ...support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first...Full time
- Accenture is a global professional services company with leading capabilities in digital,... ...and human ingenuity every day, serving clients in more than 120 countries. We embrace the... ...end-to-end delivery of infrastructure managed services across a portfolio of enterprise...Contract workWork experience placementFor subcontractorLive inWork at officeLocal areaNight shift
$93.1k - $173.4k
...United States of AmericaEmployment type: RegularCategory: Client Management & SalesIndustry: Real EstatePosted: 2026-05-25 Our not-so... ...can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business...Private clientMinimum wageLocal areaNight shift$120k
...expertise beyond traditional lending. Services include creative financing solutions... ..., 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey... ...properties, secures financing, and manages closing. With access to generous terms...Private clientFull timeRemote work$81.52k - $95.9k
...One. Job Description We are seeking a dynamic and client-focused Project Manager to join our Treasury Client Onboarding Team. This role is... ...existing client relationships with new treasury services. The Project Manager role participates in the identification...Full timeTemporary workWork experience placementWork at officeLocal area3 days per week$65.22k - $82.47k
...Ingram Content Group (ICG) is hiring a Client Relations Manager to join our Consortium (CBSD) team in our Minneapolis office. This is not a remote... ...Sales & Distribution Consortium®, part of Ingram Publisher Services, champions independent publishers worldwide. Since 1985, we...Casual workWork at officeLocal areaWorldwide
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