Job Description
Description
We are looking for an experienced Account Manager to support high-net-worth clients through a business management and family office environment in Encino, California. This role serves as a key point of coordination across financial activities, helping keep client matters organized, accurate, and progressing on schedule. The ideal candidate combines strong accounting knowledge with a service-focused approach, excellent judgment, and the ability to manage multiple priorities with discretion and care.
Responsibilities:
• Direct daily client service activity from initial request through completion, maintaining clear tracking of priorities, timelines, and outstanding items.
• Oversee cash management tasks by reviewing account activity, coordinating transfers and wire requests, and ensuring supporting records are complete and accurate.
• Manage insurance-related administration, including renewals, policy updates, and claims coordinati...
We are looking for an experienced Account Manager to support high-net-worth clients through a business management and family office environment in Encino, California. This role serves as a key point of coordination across financial activities, helping keep client matters organized, accurate, and progressing on schedule. The ideal candidate combines strong accounting knowledge with a service-focused approach, excellent judgment, and the ability to manage multiple priorities with discretion and care.
Responsibilities:
• Direct daily client service activity from initial request through completion, maintaining clear tracking of priorities, timelines, and outstanding items.
• Oversee cash management tasks by reviewing account activity, coordinating transfers and wire requests, and ensuring supporting records are complete and accurate.
• Manage insurance-related administration, including renewals, policy updates, and claims coordinati...