Senior Account Manager

il y a 4 jours


Les AnglessurCorrèze, France Alliance Resource Group Temps plein

Senior Account ManagerLos Angeles - HybridResponsibilitiesSpecific responsibilities will include, but not be limited to:Client Accounting ServicesServe as the primary point of contact for assigned clients, in coordination with senior staff.Onboard new clients, oversee set up financial reporting processes and chart of accounts, establish client vendor and household relationshipsOversee core accounting services: journal entries, payroll oversight, investment reporting, and reconciliation of client data for ultra-high-net-worth families and related entitiesEnsure issues or discrepancies are resolved with clients’ statementsReview client financial reports and analysis for individuals and related entitiesMonitor and coordinate cash managementOversee year-end reporting of 1099sOversee tracking of charitable contributions, gifts, basis, and other itemsClient Bill Payment ServicesReview and approve client bill pay processingClient Relationship ManagementPrimary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationshipsDevelop client meeting material and lead meetings, as neededRespond to inquiries from clients’ advisors (wealth, CPAs, attorneys, etc)Provide financial data analysis related to client tax, estate, and charitable planningHandle special projects as neededManagementDay-to-day management/oversight of client teamTrain new employees on policies and proceduresOversight and accountability for team outputDesired Skills and ExperienceBachelor’s degree in Accounting, Finance, Business Administration or a related field is preferredMinimum of 7 years of experience in a business management or a family office settingAdvanced proficiency with Microsoft ExcelAttention to detail and possess a proven ability to prioritize and manage multiple assignments to meet deadlinesExperience with AgilLink is highly preferred.CPA certification or candidate preferredThorough knowledge of GAAP #J-18808-Ljbffr



  • Les Angles-sur-Corrèze, France Alliance Resource Group Temps plein

    A financial services firm is seeking a Senior Account Manager in Les Angles-sur-Corrèze. The role involves managing client accounting services, overseeing financial reporting, and ensuring client satisfaction. The ideal candidate will have at least 7 years of experience in a similar setting and a Bachelor's degree in a relevant field. Strong proficiency in...


  • Issy-les-Moulineaux, France Qualcomm Temps plein

    A leading technology firm in Issy-les-Moulineaux is seeking a Senior Account Manager for their Industrial and IoT team. This role involves managing accounts, identifying new business opportunities, and supporting commercial agreements. The ideal candidate should have 7-15 years of experience in semiconductor sales or account management, strong communication...


  • Les Ulis, France Unlimitail Temps plein

    Rejoindre Unlimitail, c’est participer à la révolution du Retail Media — le levier marketing qui transforme la publicité en s’appuyant sur la donnée ainsi que sur les environnements digitaux et physiques des retailers. Avec l’ambition de devenir un leader en Europe et en Amérique latine, Unlimitail aide les marques à déployer des stratégies...


  • Issy-les-Moulineaux, France Qualcomm Temps plein

    A leading semiconductor company in Issy-les-Moulineaux is seeking a Senior Account Manager for its Industrial IoT team. The successful candidate will manage critical accounts, identifying new business opportunities and providing comprehensive commercial support. Candidates should possess a relevant degree and 7-15 years of experience in semiconductor sales...


  • Les Ulis, France Unlimitail Temps plein

    Une entreprise de Retail Media en forte croissance recherche un(e) Senior Account Manager pour gérer les campagnes publicitaires et encadrer une équipe. Vous serez responsable de la coordination des campagnes, de leur qualité et de l'analyse des performances au sein d'un environnement dynamique et innovant. Un minimum de 5 ans d'expérience dans les...

  • Account Manager

    il y a 2 semaines


    Issy-les-Moulineaux, France Microsoft Temps plein

    **Overview** Proactively cultivates relationships with customers and uses Microsoft sales strategies to establish alignment and secure buy in and execution. Proactively develops a comprehensive understanding of customer's needs and strategies, priorities, and industry direction. Leads digital transformation to drive business outcomes and create business...


  • Issy-les-Moulineaux, France Equipaj Temps plein

    Equipaj est un cabinet de recrutement spécialisé dans les profils commerciaux. - ** Réactivité** : Nous répondons rapidement à vos demandes. - ** Transparence** : Nous vous tenons informé tout au long du recrutement. - ** Expertise** : Nous connaissons bien les profils commerciaux et ne perdons pas votre temps. - ** Adaptabilité** : Que vous...

  • Senior Account Manager

    il y a 3 semaines


    Neuilly-sur-Seine, France SFEIR Temps plein

    Paris (Neuilly) – CDI Ton rôle : orchestrer les bonnes synergies entre clients, experts, partenaires & consortium En tant qu’Account Manager, tu deviendras un véritable chef d'orchestre stratégique.Tu joueras un rôle clé : développement de comptes stratégiques, coordination avec nos partenaires (Google Cloud, Microsoft, AWS), suivi des missions...


  • Issy-les-Moulineaux, France Capgemini Temps plein

    Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.OverviewChoisir Capgemini, c'est choisir une entreprise où vous serez en mesure de façonner votre carrière selon vos aspirations. Avec le soutien et l'inspiration d'une communauté d’experts dans le monde entier, vous pourrez réécrire votre futur. Rejoignez...


  • Issy-les-Moulineaux, Île-de-France Microsoft Temps plein

    Own the end-to-end Services Sales cycle (Consulting and Support offerings), from account planning to deal closure and renewals. Build long-term relationships and drive annuity growth through multiyear agreements. Leverage business value and TCO analysis to align solutions with customer priorities. Lead Services Sales to realize customer vision through...