1256 client manager private client services jobs found

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Account Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to the Carrollton office to be considered for this role and have the ability...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Private Client Services Client Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to our Birmingham, AL office to be considered for this role and have the ability...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Client Services Client Manager at Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). Applicants must be within driving distance to the Columbus office to be considered for this role and have the ability to...

Company: Description: Associate Account Manager – Private Client Services Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Account Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Associate Account Manager on the Private Client Services team, you’ll provide...

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Update Agency Systems (Sagitta, ImageRight) and conduct data entry with new or revised client information and policy data as directed & and as required by guidelines of minimum standards of Sagitta data entry. Process Daily Reports each day Process Download (Rotates among Account Managers) Work Download each day for assigned Account Executive Process documents necessary to maintain the Client Insurance Program.  These duties include but not limited to: Generate Pre Renewal Survey for all Mid-Market Accounts utilizing Template Letter in Sagitta.  Letters must be mailed by the end of the first full week each month to that month 90 days in the future. Generate Pre Renewal Survey for VIP accounts as directed by Account Executive Issues New Business Policies upon...

This role serves as the primary client facing contact point for assigned accounts and represents a source of subject matter expertise, guidance, and accountability for providing an outstanding client and customer experience.  The Client Account Manager-II will be the account service expert for the plan, processes, and services being provided to their assigned accounts. This individual will have the responsibility to work closely with all AHP departments, carriers, and other benefit providers to ensure the organization provides prompt quality services to assigned schools, in a proactive manner whenever possible. The Client Account Manager-II is responsible for driving continuous quality and performance improvements through monitoring, extensive data analytics, process analysis, and delivery of performance and quality improvements to ensure timely, efficient, and effective high-quality services are sustained and that target service and productivity goals are achieved. The...

Company: Marsh McLennan Agency Description:   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a n Insurance Associate at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in the life .    As our Insurance Associate on the...

At HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.  HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.  About the Role The IT Infrastructure Engineer plays a...

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. Pay Range: $73,626 - $95,714 - $117,801 Pay Range: Local Minimum Wage - $0.00 - $0.00 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...

Description Summary: The Private Bank Analyst - Portfolio Manager position is an entry role into Huntington and the Private Client Group and involves learning all aspects of successfully managing a portfolio of client household relationships and the associated delivery of high-quality services.   Duties and Responsibilities: Manages a portfolio of client household relationships and the associated delivery of high quality services with the intention of moving into the next level position within 24 months  Responsible for the sales goals of that Level I position Trained in an investment and Portfolio Manager role, along with a broad knowledge of sales and service capabilities Excellent networking and new client acquisition skills need to be developed in anticipation of moving into a sales role Engages the appropriate practice specialty professionals to provide the fully integrated delivery of...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

We are hiring a new Account Manager to manage our Individual Disability Insurance (IDI) business and client relationships. This is a role critical to client and broader business level functions. The role will work directly with clients, insurance carriers and vendor partners. There will be regular partnership with our Client Directors and the team’s Managing Director.   Primary Duties & Responsibilities: Manage a block of assigned clients, specifically clients that have IDI plans.  Develop and maintain strong relationships with assigned clients and be the primary contact for all questions/concerns from the client. Provide back up support for others. Advocate client needs with insurance carriers as appropriate.  Plan, organize and execute meetings on customer topics including renewals, new program implementations and/or enrollments, or other special projects as needed. Main point of contact for customer service to individual...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Position Title Relationship Manager Location New York, NY 10018 Job Summary As part of Flagstar's Private Bank, the Relationship manager works to provide personalized banking services to high net worth customers with a white glove service approach. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: This role will realistically pay a base salary between $85,000-$115,000, plus annual performance-based bonus, to be determined based on individual qualifications and geographical location. Primary Responsibilities: Responsible for 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. Assists with the development of relationships including sales efforts.  Primary contact for new commercial loan requests and renewals to...

Pay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. Description **This position is r ange posting from 18-19. Level of position offered will be based on skills and experience at manger discretion and may have in-office requirements depending on candidate location. **   The Company   Come build on our integrated platform with industry-leading talent,...

The HR Generalist will support the Human Resources Manager at our HUB Financial Services (HFS) call center operation based in the Las Colinas area of Irving, TX. This is an ideal position for someone seeking a firm foundation for a career in HR, and a desire to learn the different facets of HR. With a focus on recruiting, this position delivers one of the most impactful HR functions for the business. The HR Generalist is also responsible for the completion of transactional HR items, with a mixture of special projects and direct support of employees, and coordination with shared services to ensure a superb, professional employee experience, while also gaining experience to broader HR responsibilities. The HR Generalist is an exciting new addition to our 7-person Texas field HR team. About HFS : HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing...

Position Title Relationship Manager Location Lakewood, NJ 08701 Job Summary As part of Flagstar's Private Bank, the Relationship manager works to provide personalized banking services to high net worth customers with a white glove service approach. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: This role will realistically pay a base salary between $85,000-$115,000, plus annual performance-based bonus, to be determined based on individual qualifications and geographical location. Responsible for 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. Assists with the development of relationships including sales efforts.  Primary contact for new commercial loan requests and renewals to ensure completeness of loan...

Position Title Associate Relationship Manager Location Staten Island, NY 10306 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. Pay Range: $73,626 - $95,714 - $117,801 Pay Range: Local Minimum Wage - $0.00 - $0.00 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...

Position Title Associate Relationship Manager Location Garden City, NY 11530 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. Pay Range: $73,626 - $95,714 - $117,801 Pay Range: Local Minimum Wage - $0.00 - $0.00 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...