51 private client account manager jobs found

Position Title Associate Relationship Manager   Location New York, NY 10018   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Position Title Senior Financial Center Associate - Floater   Location Rockville Centre, NY 11570   Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing.   Job Responsibilities: JOB   RESPONSIBILITIES     Back-up to Financial Center Manager.   Assists   with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice   payment   FC proof, daily/monthly FC reports,   monthly   audits,   etc.         Provides ongoing servicing   relationship   with clients and responds to inquiries and requests   regarding   accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires, collections etc.    Assists...

Position Title Associate Relationship Manager   Location Jericho, NY 11753   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Position Title Associate Relationship Manager   Location New York, NY 10018   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...

Position Title Relationship Manager - Private Banking   Location New York, NY 10018   Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers.   Job Responsibilities: JOB RESPONSIBILITIES Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and larger client needs. Analyzes problems; answers inquires for a client; researches and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location. Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments....

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Claims Counsel, CML in our Insurance Claims team. This role will manage claims arising from or involving policies issued from Sompo’s US Commercial Management Liability (“CML”) Private Company team.  This position handles US CML Private Company (D&O, Fiduciary Liability and Fidelity) claims and provides legal review and support to Underwriting. The successful candidate will be able to provide insight and analysis on complex US CML Private Company claims. Location: This position can be based out of our New York, NY; Garden City, NY; Purchase, NY ; Morristown, NJ; Los Angeles, CA or Miami, FL office. We strive for collaboration which is why we offer a work environment where our employees thrive and develop long lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Manage U.S. CML Private Company...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Job Summary We are seeking a Vice President, Alternative Investment Accounting & Reporting to join our Investment Accounting team in White Plains, NY. This individual will oversee all accounting, reporting, valuation oversight, and operational activities associated with the Company's approximately $7 billion alternative investment portfolio under both U.S. GAAP and U.S. Statutory Accounting Principles (SAP).   The successful candidate will partner closely with segment controllers, portfolio management, finance leadership, and the Company's outsourced investment accounting provider, Clearwater Analytics, to ensure the timely and accurate reporting of alternative investments....

Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary: We’re in search of a dynamic HR professional that enjoys pursuing ambitious goals and winning with a team to join us as a HRBP. In this role, you will be a proactive liaison between HR and...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines Account Manager to support our growing Client Service Center. This position offers a dynamic opportunity to contribute to client success through strategic consultation, effective relationship management, and the...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: Receptionist Location: New York City - Onsight Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and occasional trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role! Key...

Position Summary Ryan Specialty is seeking a Cyber Underwriter to join our growing Cyber team. This role is ideal for an underwriting professional who enjoys evaluating a high volume of opportunities, making thoughtful risk decisions, and partnering closely with brokers to deliver excellent service. The successful candidate will contribute to the profitable growth of the Cyber portfolio by combining strong underwriting discipline with a responsive, solutions-oriented approach. The ideal candidate has experience underwriting cyber risks within a carrier, MGA, wholesaler, or specialty underwriting organization and thrives in a fast-paced environment where speed, service, and sound underwriting judgment are critical. What will your job entail? Underwriting & Risk Assessment Review, evaluate, and price cyber risks in accordance with underwriting guidelines and authority levels. Analyze submissions, loss history, financial information, industry exposures, and...

Position Title Teller   Location Woodmere, NY 11598   Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures.   Job Responsibilities: JOB RESPONSIBILTIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits are not exceeded. Balance cash on hand, transactions processed and negotiable items daily and...

Position Title Teller Floater   Location Rockville Centre, NY 11570   Job Summary Teller provides excellent service to clients by assisting them with processing routine financial transactions on a day-to-day basis in accordance with all Bank policy and procedures. Will travel to Financial Centers and lend support to the teller units as needed.   Job Responsibilities: JOB RESPONSIBILITIES Greet and service clients in a friendly and courteous manner. Answer phones. Provide account information, answer client questions and direct clients appropriately for further assistance as needed. Process client transactions, including but not limited to, cash and check deposits, withdrawals, check cashing, loan payments, issue official checks and money orders, transfers, general ledger entries, completion of CTRs, etc. accurately and efficiently. Maintain an adequate cash supply at all times: buying from & selling to the vault as needed ensuring established drawer limits...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Arch Capital Services LLC is seeking an experienced Corporate Paralegal to join our legal team. The Corporate Paralegal holds an important role on the General Counsel’s team supporting a global publicly-traded company respected as a leader in its industry. The ideal candidate will have at least 3-5 years of experience working in a major law firm and/or a legal department of a publicly traded company. Job Responsibilities Provides broad-based legal support services for the General Counsel’s office, including the responsibilities listed below. Draft and manage minutes, resolutions, written consents, incumbency certificates, etc. Assist with filing and maintaining entity corporate...

Job Description About Wholesure     W holesure is one of North America’s largest groups of wholesale brokers, binding authorities, and MGAs, delivering broad market access across Property & Casualty, Specialty, Life, Disability and Employee Benefits. With more than 900 team members and a nationwide network of 40,000+ retail agency partners, Wholesure combines deep industry expertise , personal service, and innovative technology to help insurance professionals move quickly and confidently. Our extensive brokerage capabilities and industry-leading digital platform provide access to exclusive rating tools, instant-binding solutions, and traditional account placement opportunities.     Job Summary: Wholesure Inc., a division of Acrisure, is looking for an experienced Production Underwriter. The Production Underwriter is responsible for driving profitable growth through business development, relationship management, underwriting expertise,...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Summary: As the Assistant Vice President of Financial Lines, Middle Market D&O and EPL Claims at Starr Insurance Companies, you will be responsible for Middle Market Directors & Officers and Employment Practices Liability claims for highly valued insureds. Your role will involve analyzing and evaluating claims and coverage, implementing effective claims processes for your assigned accounts, ensuring compliance with industry regulations, serving as a...