Private Client Services Sr. Client Manager
4 days ago
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OnsiteFull-timeSenior
Summary
Marsh McLennan Agency is seeking a Private Client Services Sr. Client Manager to join their team in Columbus, GA. The role involves managing high-net-worth client accounts and providing tailored financial solutions.
About the Role
As a Private Client Services Sr. Client Manager, you will manage a portfolio of high-net-worth client accounts, serving as the primary point of contact for all client inquiries. Your responsibilities include developing strong client relationships, collaborating with internal teams, preparing financial plans, monitoring account performance, and participating in business development efforts.
About You
Required:
- Bachelor's degree in finance, business, or a related field.
- Minimum of 7+ years of experience in wealth management or financial services.
- Strong understanding of financial products relevant to high-net-worth clients.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and CRM software.
- Must have Property & Casualty license.
Preferred:
- Advanced degree or professional certifications (e.g., CFP, CFA).
- Previous experience in a financial advisory or wealth management firm.
- Demonstrated ability to lead and mentor team members.
Benefits
- Medical, dental and vision insurance
- 401K and company match program
- Company-paid life and disability
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
Marsh McLennan Agency
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement & wealth, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 15,000+ colleagues and 300+ offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $5 billion in annualized revenue, making it one of the largest brokerage operations in North America.
Columbus, GA