194 private client service manager jobs found

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. The Private Client Service Manager, reporting to the Private Client Services Supervisor, acts as primary contact for High Net Worth clients and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this individual is...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. The Private Client Service Manager, reporting to the Private Client Services Supervisor, acts as primary contact for High Net Worth clients and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this individual is...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. The Personal Lines Client Service Manager II, reporting to the Private Client Services Supervisor, acts as primary contact for High-Net-Worth clients and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. The Personal Lines Client Service Manager II, reporting to the Private Client Services Supervisor, acts as primary contact for High-Net-Worth clients and is responsible for the overall management of their personal insurance program. This role is responsible for staying abreast of changes in clients' lifestyle that impact their risk profile and coverages, conducting annual reviews of clients' insurance program, negotiating with carriers on client's behalf based on detailed market knowledge, and recommending appropriate coverages, limits and risk management solutions to clients. In addition, this...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking a Client Service Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? 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 the value Gallagher can provide. How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are delivered to...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking a Client Service Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? 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 the value Gallagher can provide. How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are delivered to...

Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 30,000 strong, serving our clients with customized solutions that will protect them and fuel their futures. We are seeking a Client Service Manager to join our growing team. Can you deliver exceptional customer service? Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? 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 the value Gallagher can provide. How will you affect the business? Take a leadership role in the renewal process to ensure the best possible solutions are delivered to...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Strategy and Transactions (SaT) - EY Parthenon - Transaction Strategy and Execution (Manager) (Multiple Positions) , Ernst & Young U.S. LLP, Hoboken, NJ.   Serve as a Strategy and Transaction professional to prepare and execute mergers and acquisition plans to maximize synergies and financial benefits from transactions focusing on the technology functional area. Understand the factors that drive successful mergers and acquisitions, and apply knowledge of the organizations involved in a deal to drive operational value. Provide operationally focused support and advice across the transaction life cycle (including carve-out,...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

Job Description The Associate Financial Advisor position is defined as a support role to the Private Wealth Advisor. This individual will be primarily responsible for behind-the scenes financial planning case analysis, portfolio analysis, and research with ultimate client-facing and marketing activities. This position requires an individual who has a thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive advice solutions. This individual will assist with the daily functions of a fast-paced, multi-priority firm. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal oriented and able to work in a self-directed and collaborative environment Base Salary: $50,000 - $80,000 range based on experience Bonus potential: $20,000+ Responsibilities FUNCTIONAL RESPONSIBILITIES: Support the Private Wealth Advisor on the following: Research: Conduct research on...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Location: San Francisco, Los Angeles,San Diego, Irvine, San Francisco, San Jose, Seattle, Dallas, Houston, Austin,  Phoenix,   Portland, San Antonio,  Denver  The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda – Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. ITTS is unique in that it is a joint venture between the Transaction Advisory Services and Tax service lines allowing ITTS to maximize market opportunities as well as the growth and development of ITTS...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Our Global Treasury Advisory Services team is a dedicated and market-leading national practice, supported by treasury professionals in a diverse range of areas. Whether it’s for public or private business, financial services organizations, government agencies or not-for-profit organizations, we’re always ready with tailored treasury insights our clients can rely on, every time. As a Treasury Manager you’ll play a leading role in that goal, driving growth and managing delivery teams using your treasury process experience.   The opportunity  It’s a highly collaborative global network, where resources, methodologies, tools and...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity clients on all aspects of their capital agenda – Transaction Tax Advisory, International Corporate Tax Advisory and Transfer Pricing. ITTS is unique in that it is a joint venture between the Transaction Advisory Services and Tax service lines allowing ITTS to maximize market opportunities as well as the growth and development of ITTS professionals. The transactions market is a major part of EY’s market strategy and a huge opportunity for both the business and EY professionals. The...