Private Client Services Manager
Gallagher
Overview Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, youll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care. Reporting to the Private Client Service Supervisor, youll play a pivotal role in safeguarding their lifestyles, growing relationships, and driving new business opportunities. How you'll make an impact Client Relationship Management Build and nurture relationships with High Net Worth clients, providing proactive, high-quality service that anticipates their needs. Conduct annual reviews of insurance programs to ensure clients are fully protected and recommend enhancements based on their evolving risk profiles. Revenue Growth Counsel clients on additional lines of insurance or limit increases to address their unique exposures. Actively seek referrals from existing clients and centers of influence to generate new business opportunities. Leadership in Insurance Strategy Take charge of the renewal process, ensuring timely delivery of the best solutions tailored to each client’s needs. Collaborate with Producers and lead the design, marketing, and service strategy for client insurance programs. Market Expertise Cultivate strong relationships with carriers, leveraging your knowledge to secure the best coverage options for clients. Stay informed about market trends and know which carriers are best suited for specific risks. Team Development Coach and mentor Client Service Managers and Associates, fostering continuous learning and professional growth. Operational Excellence Ensure accurate client and policy data is maintained within Gallagher systems. Execute best practices and leverage shared services to maximize efficiency. Conduct audits to ensure compliance with service standards and timelines. #USCSM About You Required Required Bachelors degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. Appropriate licensing as required. Preferred Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors Youre passionate about delivering exceptional service and building lasting relationships. You thrive in a fast-paced environment and excel at managing large accounts with frequent client contact. Youre a strategic thinker with a knack for identifying opportunities to grow revenue and enhance client satisfaction. Youre a skilled negotiator with deep market knowledge and the ability to secure the best solutions for your clients. Youre tech-savvy and detail-oriented, ensuring seamless operations and compliance. #J-18808-Ljbffr
- ...Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. In this role, you will build relationships, counsel clients on insurance options, and lead a team to ensure exceptional service. You...Suggested
$106.5k - $195.1k
...Boston, Chicago, Dallas, Hoboken, Irvine, Los Angeles Manager – Private Tax (Financial Services Organization) As a Manager in Private Tax, you will provide... ...for complex family and business structures. Support clients in wealth transfer, succession planning, and governance...SuggestedRemote workFlexible hours$110k - $135k
...Overview As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates...SuggestedWork at officeLocal areaMonday to FridayFlexible hours- ...Financial Services - Private Client Services - Tax Services Manager EDGE Location: New York Other locations: Anywhere in Country Salary: Competitive Date: Jun 14, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected...SuggestedPrivate practiceLocal area
$106.5k - $195.1k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...come join our dynamic FSO team! Private Tax is a growing practice...SuggestedWork experience placementSummer holidayImmediate startFlexible hours- ...A leading professional services firm in New York is looking for a Private Client Services (PCS) Tax Partner. This role involves managing client relationships, providing tax compliance and advisory services to high-net-worth individuals. The ideal candidate will have over...
$115k - $125k
...Position Overview The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a "player/coach" role for a hands‑on operator who will initially execute alongside the team while building the systems...Local areaShift work$127.9k - $291.9k
...FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Location: New York Other locations: Anywhere in Country Salary: Competitive Date: Jun 19, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed...Private practiceSummer holidayLocal areaFlexible hours- ...Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...
- ...EPIC Insurance in Jersey City is seeking a Relationship Manager to provide exceptional service and advice to private clients. This full-time hybrid role requires strong communication skills and at least 5 years of client management experience. The ideal candidate thrives...Full time
- ...A financial advisory firm in New York is looking for a Tax Partner to lead their Private Client Services practice. In this executive role, you will advise high-net-worth individuals and their families on complex tax planning and compliance matters. The ideal candidate...Private practice
- ...Acrisure, LLC is seeking a Personal Lines Private Client Account Executive for a hybrid role in New York. The role focuses on client stewardship, including exposure reviews and personalized insurance coverage recommendations. The ideal candidate will have 5-7 years of...
$106.5k - $195.1k
...FY27 - Financial Services - Private Client Services - Tax Manager Location: New York Other locations: Anywhere in Region Salary: Competitive Date: Jun 18, 2026 At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected...Work experience placementSummer holidayImmediate startFlexible hours- ...Citrin Cooperman is seeking a Managing Director for their Global Private Client Services team based in New York, NY. This role involves serving as the lead tax advisor to ultra-high net worth clients, providing comprehensive tax solutions and mentoring staff. The ideal...Flexible hours
- ...Job Description Job Description Description High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and...
- ...individual with at least 5 years of luxury jewelry sales experience, excellent communication skills, and a strong network of high-net-worth clients. You will work closely with the family to develop sales strategies and offer personalized consultations. Expect a fast-paced,...
- ...Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory... ...will be responsible for client relationship management, technical leadership, practice development,...Local area
$250k - $300k
...Senior Financial Advisory/Client Portfolio Manager Location: New York, NY Salary: $250,000-300,000 + We are representing a premier, client-centric... ...Profile Tenure: Minimum of 12 years in wealth advisory, private banking, or client-facing portfolio management. Proven Assets...Shift work$90k - $110k
...Job Description Job Description Position: Private Client Account Executive Department: Personal Risk Management Employment Status: Full-Time, Remote... ...to clients, ensuring a high level of customer service and is an integral part of our service team, which...Full timeWork at officeRemote work- Insurancecenterinc is seeking a Personal Lines Private Client Account Executive in New York, NY. This full-time position requires a strong background in Personal Property & Casualty with 5+ years of experience. The role encompasses leading client strategies, conducting...Full time
- ...Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a... ...that's truly unique. Position Summary & Overall purpose The Client Service Manager is a pivotal role responsible for...Work at office
- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in New York City. The role involves managing tax and consulting engagements for high net-worth clients while supervising and training team members. Candidates should have a Bachelor's degree in Accounting...
- A leading insurance and risk management firm is seeking a Regional Director to oversee client-facing teams and drive revenue growth. The ideal candidate will have 7-10 years in private client insurance and experience managing teams. This virtual role requires a Property...Work at officeRemote work
- BDO USA in New York seeks a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high-net-worth clients. The ideal candidate will have at least five years of experience along with a CPA or equivalent degree. The successful...Work at office
- Aon is seeking a Private Client Account Executive to manage complex personal insurance for affluent clients. This role is responsible for account management... ...'s license are required, with 5+ years in client service. Aon offers comprehensive benefits and the opportunity...Remote job
- We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception... ...relevant HNW & Family offices. Work closely with the internal client and investment team to ensure the product is being positioned...
$225k - $240k
Marsh & McLennan is seeking a Consultant to join Oliver Wyman's Private Equity team in New York. This role involves providing... ...throughout the deal transaction lifecycle and supporting private equity clients in commercial aerospace. Ideal candidates will have experience...$10k
...drive sales development and build enduring relationships with private clients both locally and internationally. This is a small team. The... ...consultations to clients, ensuring a customized and exceptional service experience. Travel as necessary to meet with clients and...Local area$110k - $200k
...Private Client Manager II job at Bank of America Corporation. New York, NY. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver...Shift workDay shift- ...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture... ...the introduction of wealth management services. This includes regularly engaging in in...Temporary workWork at officeImmediate start
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