Family Office Account Manager

22 hours ago


New York, New York, United States Risk Strategies Full time
Job Summary

The Family Office Account Manager will play a crucial role in managing the resources for all Family Office clients and serving as an Account Manager for a select group of Family Office clients. This position requires strong relationship-building skills, marketing expertise, and the ability to travel occasionally to regional offices for training.

Key Responsibilities
  • Build and maintain strong relationships with customers by meeting and exceeding their expectations.
  • Actively service and retain existing accounts, while developing new business opportunities.
  • Maintain accurate system records of service, marketing, and policy communications with clients and carriers.
  • Schedule regular meetings with Family Office clients to maintain client contact.
  • Support Producers through proposals, suspense, follow-up, and other tasks to assist clients and achieve agency business goals.
  • Respond to client inquiries, service requests, and claims issues within established timelines.
  • Inform and educate clients regarding coverage, exclusions, and exposures.
Requirements and Qualifications
  • 3-5 years of experience in Private Client insurance with a focus on Family Office.
  • Valid P&C brokers' license.
  • College degree preferred.
  • Industry-specific designations preferred, such as CISR, ARM, or similar.
  • Proficient in insurance agency management systems, AMS 360, and Work Smart preferred.
About Risk Strategies

Risk Strategies is the 9th largest privately held US brokerage firm, offering comprehensive risk management advice, insurance, and reinsurance placement for property & casualty, employee benefits, private client services, and consulting services and financial & wealth solutions. With over 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.



  • New York, New York, United States Tandym Group Full time

    Family Office Accountant Job Description **About the Role** We are seeking a highly skilled and detail-oriented Family Office Accountant to join our team at Tandym Group. As a Family Office Accountant, you will play a critical role in maintaining the financial integrity of our clients' investment portfolios. **Responsibilities** * Perform monthly bank...


  • New York, New York, United States Tandym Group Full time

    Family Office Accountant OpportunityA reputable family office in New York City seeks a detail-oriented and analytical professional to fill the role of Family Office Accountant. This position requires strong accounting skills and the ability to work independently.Key Responsibilities:Perform monthly bank reconciliations for Investment LLCs and Trust...


  • New York, New York, United States gpac Full time

    Job OpportunityGpac, a leading recruiting company with over 30 years of experience, is partnering with a prestigious NYC single-family office to find a highly skilled and experienced Senior Accountant with a strong background in investment management finance and accounting. The successful candidate will assume tax and accounting responsibilities for a...

  • Senior Accountant

    2 days ago


    New York, New York, United States Related Company Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our Family Office team. As a key member of our accounting team, you will be responsible for providing financial reporting, tax planning, and compliance services to our clients.ResponsibilitiesFinancial Reporting: Prepare detailed monthly, quarterly, and year-end financial reports, including...

  • Senior Accountant

    3 days ago


    New York, New York, United States Related Company Full time

    Job SummaryWe are seeking a highly skilled Senior Accountant to join our Family Office team. As a key member of our accounting team, you will be responsible for providing financial reporting, tax planning, and compliance services to our clients.Key ResponsibilitiesPrepare detailed financial reports, including monthly, quarterly, and year-end statementsManage...

  • Senior Accountant

    4 weeks ago


    New York, New York, United States Citrin Cooperman Full time

    About the RoleCitrin Cooperman is seeking a highly skilled Senior Accountant to join our Business Management and Family Office group within the Advisory Department. As a key member of our team, you will be responsible for providing exceptional accounting and advisory services to our clients.Key ResponsibilitiesIdentify and pursue new business opportunities,...

  • Senior Accountant

    2 months ago


    New York, New York, United States Citrin Cooperman Full time

    About the Role: We are seeking a dedicated Senior Accountant to enhance our distinguished Business Management and Family Office division within the Advisory Department at Citrin Cooperman. This position offers a unique opportunity to engage in a collaborative and innovative atmosphere. Key Responsibilities:Identify and pursue avenues for business expansion,...


  • New York, New York, United States Family office Full time

    Job OpportunityWe are seeking a highly skilled and organized individual to join our private family's household staff in the New York City area.The successful candidate will be responsible for maintaining the cleanliness and organization of our home, including general maintenance, deep cleaning, laundry, and ironing.Key responsibilities will include:Providing...


  • New York, New York, United States SS&C Full time

    Job Title: Family Office Account ExecutiveSS&C Technologies is seeking a results-driven sales representative to actively engage customer prospects and sell into Family Offices. The ideal candidate will have a strong understanding of clients' needs and provide complete and appropriate solutions to contribute to their success and boost top-line revenue...


  • New York, New York, United States Jobot Full time

    Job SummaryWe are seeking an experienced Accounting Associate/HNW Family Office professional to join our team. As a key member of our family office, you will provide accounting and bookkeeping services to high-net-worth individuals and their families.Key ResponsibilitiesProvide accounting and bookkeeping services for multiple clients, including payroll, bill...


  • New York, New York, United States Atlantic Group Full time

    Financial Controller - Family OfficeAtlantic Group is seeking a highly skilled Financial Controller to join our prestigious team in New York City. This hybrid role focuses on extending family office services, including bill pay and legal entity accounting for select clients. As a Financial Controller, you will work closely with client advisors, finance, and...

  • Office Manager

    4 weeks ago


    New York, New York, United States The Jewish Board of Children and Family Services Full time

    About the RoleWe are seeking a highly organized and detail-oriented Office Manager to join our team at The Jewish Board of Children and Family Services. As a key member of our administrative staff, you will be responsible for managing medical records, operating and coordinating our management information system, and maintaining accounting and budget...


  • New York, New York, United States KPMG Full time

    Job Title: Tax Manager, Family Office PartnershipsWe are seeking a highly skilled Tax Manager to join our Family Office Tax practice at KPMG. As a Tax Manager, you will be responsible for advising clients and delivering high-quality tax services.Responsibilities:Advise clients on tax matters and play a key role in growing KPMG's Family Office Tax...


  • New York, New York, United States KPMG Full time

    Job Title: Tax Manager, Family Office PartnershipsAt KPMG, we are seeking a highly skilled Tax Manager to join our Family Office Tax practice. As a key member of our team, you will be responsible for delivering high-quality tax services to our clients and contributing to the growth and development of our practice.Responsibilities:Advise clients on tax...


  • New York, New York, United States Marcum LLP Full time

    Family Office Manager Job DescriptionMarcum LLP is seeking a highly skilled and experienced Family Office Manager to join our team in New York City. As a key member of our growing practice, you will be responsible for managing and liaising with clients and their advisors, as well as overseeing the day-to-day management of Family Office staff.Key...

  • Account Executive

    2 weeks ago


    New York, New York, United States Lane Office Full time

    Account Executive Job DescriptionLane Office, a leading interior construction sub-contracting firm, is seeking a highly skilled Account Executive to join our team in New York. As a key member of our sales team, you will be responsible for building and maintaining relationships with Commercial Real Estate Brokers, General Contractors, Architects & Designers,...


  • New York, New York, United States Empire Office Full time

    About Empire OfficeEmpire Office is a leading commercial furniture dealer with over 78 years of experience and a team of over 425 full-time employees across the country. We are the largest Steelcase dealer in the United States and partner with top manufacturers to deliver innovative workspace solutions.Job SummaryWe are seeking a highly skilled Account...


  • New York, New York, United States RecruitHook Full time

    RecruitHook is seeking a highly skilled Family Office Accountant to join their team in New York. This exciting opportunity involves a hybrid role with 3 days in the office.Key Responsibilities:Prepare and maintain accurate balance sheets and financial reports for high-profile clientsDevelop and present financial exhibits to clientsDocument and implement...


  • New York, New York, United States KPMG Full time

    Job Title: Tax Manager, Family Office PartnershipsAt KPMG, we are seeking a highly skilled Tax Manager to join our Family Office Tax practice. As a key member of our team, you will be responsible for delivering high-quality tax services to our clients and contributing to the growth and development of our practice.Responsibilities:Advise clients on tax...

  • Accounting Officer

    1 day ago


    New York, New York, United States Complete Home Care Services Full time

    Accounting Officer Job DescriptionAt Complete Home Care Services, we are seeking a highly skilled Accounting Officer to join our team. The successful candidate will be responsible for managing the company's financial transactions, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Prepare and process financial transactions,...