Wealth Management Account Lead: Fiduciary & Estate Services
Quest Oracle Community
Northern Trust seeks an Account Manager (Partner) to maintain client relationships across fiduciary, estate, guardianship, and custody accounts. You will coordinate administration, respond to inquiries, and prepare reports with the Client Support Services Team. The role supports Wealth Management Advisors, handles service changes, and mentors junior staff. Strong communication, analytical and technical skills (e.g., PeopleSoft) are essential, with 5–7 years in financial services preferred, and a #J-18808-Ljbffr Quest Oracle Community
- Northern Trust is seeking an Account Manager (Partner) to maintain... ...relationships across fiduciary, investment management, estate settlement, guardianship... ...and custody accounts in a wealth management setting. You... ...colleagues while upholding service #J-18808-Ljbffr 001 The...Suggested
- ...global leader in innovative wealth management, asset servicing, asset management and... ...clients using leading technology and exceptional service. The Account Manager (Partner) will... ...administration of complex fiduciary, investment management, estate settlement, guardianship...SuggestedFull timeWork experience placementH1bWorldwideFlexible hours
- Northern Trust is seeking an Account Manager (Partner) to maintain client relationships... ...coordinate administration across fiduciary, investment management, estate settlement, guardianship and... ...processing with the Client Support Services Team. The successful candidate will...Suggested
- ...leader in innovative wealth management, asset servicing, asset management and... ...sophisticated clients using leading technology and exceptional service. The Account Manager (Partner) will... ...of complex fiduciary, investment management, estate settlement, guardianship...SuggestedWork experience placementH1bWorldwideFlexible hours
- ...global leader in innovative wealth management, asset servicing, asset management and... ...clients using leading technology and exceptional service. The Account Manager (Partner) will... ...administration of complex fiduciary, investment management, estate settlement, guardianship...SuggestedWork experience placementH1bLocal areaWorldwideFlexible hours
- ...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. With over 21,000... ...part due to our industry leading success in Mergers and Acquisitions... ...options Health Savings Account funding 401k matching...Full timeTemporary workWork at officeLocal area
- ...What's the Role? The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into...Full timeWork at officeRemote work
$99k - $252.45k
...LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Private ASR - Finance/Accounting Manager you will oversee accounting and finance... ...and financial record management. As a Manager you will lead teams, coach staff, and drive assigned work through clear...Full timeH1bWork at office- ...AM) Who are we?Amdocs helps the world’s leading communications and media companies deliver... ...scale. We provide software products and services that embed intelligence into how work... ...SummaryWe are seeking an experienced Category Manager to lead strategic sourcing activities...Contract workLocal areaWorldwide
- ...clients recognize the value we add based upon our professional service and ability to advice and offer products for their needs.... ...are growing and looking for individuals in customer service /account management opportunities. #J-18808-Ljbffr THREE-J ENTERPRISES INC dba...Work at office
- ...We are looking for a motivated and results-oriented Account Executive to join our FraudAction Services team at Outseer. In this role, you will be pivotal in... ...English and Spanish, with Portuguese a plus. Ability to manage a full sales cycle and work under pressure of a quota...Full timeRemote work
- ...nation’s top professional services firms, CohnReznick creates... ...organizations optimize performance, manage risk, and maximize value... ...Manager to join the Real Estate team in our Client Accounting Advisory practice.... ...include but not limited to:Lead and oversee the Real Estate...Work at officeLocal areaRemote workFlexible hours
$65k - $75k
Senior Account Manager (Soccer Partnerships) (Financial Services Client) Location: Charlotte, North Carolina, United States of America, Los Angeles, California,... ...Job Description: CLIENT SERVICES / Responsible for leading Octagon’s client business and day-to-day management...Full timeWork at officeLocal areaRemote workFlexible hoursWeekend work3 days per week- HUB International is seeking a Personal Lines Service Account Manager to manage a book of insurance business with a focus on service quality, client satisfaction, and retention. You will collaborate with Account Managers, Producers, and carriers to ensure optimal coverage...
$63.7k - $133.4k
...Over our 80-year history, delivering excellent service through innovation has been a core part of our... ...Job Description: The Marketing Events Account Lead is responsible for the operational planning, project management, and execution of assigned account events. This...Work at officeLocal areaRemote workWorldwideFlexible hours- Philips is seeking a Mobile Surgery Key Account Manager (MoS KAM) for South Florida. You will be the primary contact for Mobile Surgery decision makers, responsible for C-Arms and services, and you will identify, develop, and close opportunities in installed, competitive...
- ...Industrial Real Estate Property Manager Manages tenant relations for industrial real estate properties... ...providing management or maintenance services. Handles incoming maintenance... ...approved work order system. Works with account payables to match up work orders with...For contractorsWork at office
$135k - $150k
Our client is an independent accounting firm with multiple locations... ...risk, and forensic advisory services for entrepreneurial, public,... ...individual clients. Responsibilities Manage the entire accounting and... ...annual financial statements Lead the preparation of the annual...Local area- ...Miami seeks a Vice President of Private Wealth Sales to drive intermediary wealth channel... ...insight and product solutions. You will manage a regional territory, build senior relationships... ...The role requires 7+ years in financial services, fluency in Spanish and English, and...
- Ocean Bank is seeking an experienced Investment Sales Manager to lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. The role focuses on driving non-deposit investment product sales, developing financial advisors...
$70k - $80k
...Job Title: Client Services Supervisor Location: Miami, FL Type: Direct Hire Compensation... ...between frontline staff and upper management to communicate needs, challenges, and... ...including medical, dental, vision, spending accounts, life insurance, voluntary plans, as...Full timeZero hours contractWork at officeLocal area- ...the Private Client Services (PCS) practice,... ...and fastest growing accounting and advisory firms... ...the flexibility to manage your days in... ...State Individual and Fiduciary tax returns.Oversee... ...servicesAbility to lead and manage engagements... ..., fiduciary, estate and gift taxationPreferred...Full timeWork experience placementPrivate practiceLocal areaRemote work
$15 - $18.69 per hour
...search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB... ...future appointments. Manage the finances by maintaining accurate... ...matters. Access our industry-leading resources, including free... ...protection . Flexible Spending Accounts (FSA): Save on healthcare and...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursShift work$130k - $175k
...areas, our Private Client Services (PCS) practice. PCS... ...How You Will Contribute Manage tax and consulting... ...individual income tax, wealth transfer and succession... ...day-to-day management of accounts to ensure delivery of timely... ...proven experience leading others while managing multiple...Part timePrivate practiceWork at officeFlexible hours- 7Figures is a fast-growing agency delivering digital marketing services to medical and legal practices. We’re seeking a Full-Time Client Account Manager to own client relationships, drive strategy, and oversee campaigns end-to-end from a remote location. In this fully remote...Remote jobFull time
$71.7k - $129.5k
...Employees enjoy multiple wealth-building opportunities... ...your team in acquiring accounts within multiple... ...Incumbent will sell products, services and solutions to gain new... ...and generating leads and referrals. Incumbent... ...Responsibilities:Under sales manager supervision, generates...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Brown & Brown is seeking an Employee Benefits Account Manager to join our Miami team. This role focuses on managing an assigned book of business, delivering client-facing service, renewals, and RFP support while collaborating with vendors and internal teams. The ideal...
- ...oversee ongoing portfolio management, including the... ...investment management, wealth planning, credit and banking... ...loan and depository account maintenance and client... ...Banking or Financial Services Bachelor’s Degree required... ...Corporation is a leading regional financial...Full timeTemporary workWork experience placement
- ...the Private Client Services (PCS) practice,... ...and fastest growing accounting and advisory firms... ...the flexibility to manage your days in... ...State Individual and Fiduciary tax returns. Oversee... ...Ability to lead and manage engagements... ...individual, fiduciary, estate and gift taxation...Work experience placementPrivate practiceLocal area
- PNC Financial Services Group, Inc. in Kendall, Florida, seeks a Relationship Manager I in Business Banking to manage client relationships, drive revenue, and expand market share within a book of business. The role emphasizes collaboration and delivering the full spectrum...Work at office
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