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The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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In this Client Success Manager role, you will be responsible for the day-to-day coordination of Eastridge client-facing operations and supporting procedures to facilitate organizational effectiveness and efficiency, as well as introducing new service lines and staffing solutions to our current clients.
$70,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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3 or more years of experience as a Technical Client Success Manager, Technical Lead, Technical Account Manager or Technical Engagement Manager. You will serve as our technical client success manager, ensuring our clients' needs are met in a timely and respectful manner.
$66,000 - $129,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assets Division, especially Complex High Net Worth Assets, including Cryptocurrency and Digital Asset Management. The goal is success in the courtroom followed by five-star client reviews.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors.
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Extensive experience in high-net-worth divorce; Empathy and Dedication : We approach every client with empathy and we are committed to delivering our services with care and dedication.
$200,000 - $280,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Demonstrated success in a client-centric, proactive sales environment. Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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Experience in a support or account management role in the financial services industry. YCharts proudly services industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
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Leverage Salesforce CRM tool to document client interactions in detail. Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition.
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client services account manager success net worth jobs Title: account manager
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