Clear Filters

Private client group relationship manager Jobs

Most Relevant

26 private client group relationship manager Jobs

  • Ascendant Wealth Management Group A private wealth advisory practice o
    Client Service Manager
    West Des Moines, IA
    Easy Apply
    22d
    Client Service Manager TITLE: Client Service Manager LOCATION: CLASSIFICATION: Full time, Non-exempt REPORTS… TO: Operations Manager About Ascendant Wealth Management Group: Ascendant Wealth Management Group is a private wealth advisory practice of Ameriprise Financial…
  • Waldron Private Wealth Logo5
    Client Service Specialist
    Bridgeville, PA
    Easy Apply
    5d
    Waldron Private Wealth (Waldron) is looking to fill an administrative position and is seeking a motivated, organized and task oriented individual…This individual will be responsible for assisting the Client Service Specialist (CSS) department in their effort to provide concierge level administrative service for the firms high net-worth clients
  • Gallagher Logo3.5
    Client Service Manager - Private Client/Personal Lines
    Atlanta, GA
    $15 - $23 Per Hour(Glassdoor est.)
    4d
    We are seeking a Client Service Manager to join our growing team. …We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate…
  • Gallagher Logo3.5
    Personal Lines Private Client – Client Service Manager
    Dallas, TX
    $16 - $23 Per Hour(Glassdoor est.)
    13d
    We are seeking a Client Service Manager to join our growing team. …We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate…
  • Senior Living Communities Logo3.7
    Client Services Manager (Home Health / Private Duty)
    Greenville, SC
    $14 - $21 Per Hour(Glassdoor est.)
    16d
    / Private Duty division is now accepting applications for a Client Services Manager. …/clients, caregivers, the Regional Client Services Manager (CSM) and the Executive Director…
  • Fred C. Church Insurance Logo4.7
    Client Manager, Private Client Group
    Andover, MA
    Easy Apply
    5d
    Summary: The Private Client Group, Personal Lines Client Manager works closely with other members of the Private Client Group to deliver an outstanding customer service experience to our affluent customer base…In addition to working with our clients and their advisors on day to day service needs, the PCG Client Manager will be responsible for coordinating the renewal process, organizing client review…
  • 3.3
    Client Service Manager-Private Client/Personal Lines
    Rolling Meadows, IL
    13d
    We are seeking a Client Service Manager to join our growing team. …We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate…
  • 3.3
    Personal Lines Private Client – Client Service Manager
    Dallas, TX
    12d
    We are seeking a Client Service Manager to join our growing team. …We are looking for people who are passionate about building relationships with clients, will collaborate with the sales team to achieve goals, constantly seek improvement and will demonstrate…
  • NFP Logo3.8
    Senior Account Executive /AVP - Private Client Group
    White Plains, NY
    $62K - $137K (Glassdoor est.)
    20d
    P&C Private Client Group (PCG) is a division of NFP Property & Casualty…) while contributing to the sales effort of the office Work with internal and external centers of influence to develop new business Ability to provide client support, develop and maintain relationships
  • Investment Advisor/Wealth Manager
    Plymouth Meeting, PA
    20d
    Position Overview/Summary The Investment Advisor/Wealth Manager at Physicians Private Client Group is responsible for providing discretionary…The role of Physicians Private Client Group's Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy…
  • The Jonus Group, LLC Logo3.7
    Private Client Insurance Account Manager
    Houston, TX
    Easy Apply
    6d
    Private Client Personal Insurance Client Manager - Houston TX Established Property & Casualty Insurance Agency seeking to add a knowledgeable and experienced account manager to their growing private client division…, Safeco, Nationwide Private Client, Cincinnati, Hanover, Hartford etc. is a must. …
  • Client Services Manager (Home Health / Private Duty)
    Greenville, SC
    16d
    / Private Duty division is now accepting applications for a Client Services Manager. …/clients, caregivers, the Regional Client Services Manager (CSM) and the Executive Director…
  • TD Bank Logo4
    Private Client Relationship Mgr II
    Exton, PA
    $37K - $75K (Glassdoor est.)
    24h
    Hours 40 Job Description The Private Client Relationship Manager II (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment…The Private Client Relationship Manager II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing…
  • Brown & Brown Logo3.3
    Account Manager – Private Client
    Fort Lauderdale, FL
    $33K - $64K (Glassdoor est.)
    6d
    Brown & Brown of Florida, Inc’s Fort Lauderdale office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Account Manager for our Private Clients… years’ experience as an account manager specializing in Private Client A desire to succeed and the ability to take action Driven individual Effective experience of computer and Microsoft Office Products…
  • The Jonus Group, LLC Logo3.7
    Private Client Account Manager
    San Francisco, CA
    8d
    Private Client Account Manager Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross-selling opportunities and provide exceptional customer…Experience maintaining client relationships. …Negotiate with carrier underwriters on behalf of clients for best rates…
  • Brown & Brown Logo3.3
    Account Manager – Private Client Insurance Team
    Vero Beach, FL
    $33K - $66K (Glassdoor est.)
    4d
    Brown & Brown of Florida, Inc’s Central Coast Melbourne or Vero Beach office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Account Manager for our Private Clients…The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain…
  • NFP Logo3.8
    Account Manager, Private Client Group
    Plainview, NY
    $42K - $81K (Glassdoor est.)
    19d
    Who We Are P&C Private Client Group (PCG) is a division of NFP Property & Casualty…Our parent company, NFP, is a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients
  • NFP Corp Logo3.8
    Account Manager, Private Client Group-Plainview
    Plainview, NY
    $42K - $81K (Glassdoor est.)
    19d
    Who We Are P&C Private Client Group (PCG) is a division of NFP Property & Casualty…Our parent company, NFP, is a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients
  • Brown & Brown Insurance Logo3.3
    Client Account Manager, Private Yacht Marine Insurance
    Fort Lauderdale, FL
    $34K - $67K (Glassdoor est.)
    9d
    Brown & Brown Marine in Fort Lauderdale is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as a Client Account Manager for our Private Yacht clients…The Account Manager manages a Marine book of insurance business…
  • Private Client Account Manager
    Madison, WI
    4d
    Maintain efficient, and positive relationships with Risk Executives, other agency staff, clients and carriers…Customer Service Provide client service relating to assigned book of business, including but not limited to responding to customer problems relating to questions on policies, coverages, claims and accounting/billing…
  • EY Logo3.9
    Tax Services Manager - Financial Services - Private Client Services - Manager
    New York, NY
    24h
    /experience in handling hedge fund and Private equity K-1s Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready… insights and deliverables Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service Maintaining your reputation in your field by constantly…
  • NFP Logo3.8
    Sr. Account Manager - Private Client Group
    White Plains, NY
    $81K - $151K (Glassdoor est.)
    4d
    Who We Are P&C Private Client Group (PCG) is a division of NFP Property & Casualty…Our parent company, NFP, is a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients
  • CCIG Logo4.4
    Private Client Group Account Executive
    Englewood, CO
    17d
    JOB TITLE: Account Executive DEPARTMENT:Personal Lines, Private Client Group REPORTS…The Private Client Group Account Executive will provide direct support to the Private Client Group Advisors for policy quoting, issuance, and annual insurance reviews…
  • Brown & Brown Insurance Logo3.3
    Private Client Account Executive
    Fort Lauderdale, FL
    $33K - $72K (Glassdoor est.)
    6d
    Brown & Brown is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Private Client Account Executive…The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain…
  • Alliant Insurance Services Logo3.2
    Account Manager Lead - Private Clients
    Phoenix, AZ
    $47K - $92K (Glassdoor est.)
    19d
    ESSENTIAL DUTIES AND RESPONSIBILITIES Fosters and manages overall relationship with clients ensuring retention of book of business and high satisfaction; Reviews client teams RFPs; Selects markets… compensation, employee benefits, surety, and financial products and services to clients nationwide…
  • Alliant Insurance Services Logo3.2
    Account Manager Lead - Private Client
    New York, NY
    $56K - $109K (Glassdoor est.)
    1d
    level of coverage; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections; Manages overall client relationship… to maintain a cordial and effective relationship with clients, colleagues, carriers and other business contacts Thorough knowledge of personal lines insurance…
Page 1 of 1