Client Services Manager jobs at APR Consulting - 8763 jobs
Manager, Private Client Services (Family Office)
Alvarez & Marsal 4.8
Miami, FL jobs
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private ClientServices (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Manager to join our team.
How you will contribute
As a Manager within Private ClientServices, Tax you will:
Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
Manage and reconcile bank accounts
Reconcile various expenses and intercompany accounts
Prepare monthly/quarterly financial packages for clients with related work papers
Assist in preparation of annual tax package and supporting documents
Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
Manageclient calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
Create deliverables that are concise, complete, and address the elements deemed critical by the client
Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
Assist with business development, including add-on work by creating business development resources and proposal materials
Qualifications
Bachelors degree in Accounting
4+ years' of relevant experience; Private ClientServices/Family Office/High Net Worth accounting experience strongly preferred
CPA or Licensed Attorney
High level of integrity and respect for the confidential nature of the information our Private ClientServices Group is privy to
Prior proven experience leading and managing work streams and mentoring junior staff
Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients
Excellent research, writing, and analytical skills
Advanced user of all Microsoft Office products (with an emphasis on Excel)
Strong knowledge and experience in QuickBooks
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow
Detail-oriented and possess strong organizational skills
Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $110,000 - $140,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-BK1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$110k-140k yearly 4d ago
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Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Diego, CA jobs
ClientService Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction managementservices, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading clientservice and tailored solutions.
Kennedy Jenks is seeking a dynamic ClientService Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional clientservice on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead clientservice and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and clientservicemanagement, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Pasadena, CA jobs
ClientService Director - Water/Wastewater Job Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction managementservices, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading clientservice and tailored solutions.
Kennedy Jenks is seeking a dynamic ClientService Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional clientservice on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead clientservice and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and clientservicemanagement, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Francisco, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry‑leading clientservice and tailored solutions.
Kennedy Jenks is seeking a dynamic ClientService Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional clientservice on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead clientservice and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and clientservicemanagement, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work‑life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee‑owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 3d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Walnut Creek, CA jobs
ClientService Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading clientservice and tailored solutions.
Kennedy Jenks is seeking a dynamic ClientService Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional clientservice on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead clientservice and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and clientservicemanagement, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 2d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Santa Rosa, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading clientservice and tailored solutions.
Kennedy Jenks is seeking a dynamic ClientService Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional clientservice on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead clientservice and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and clientservicemanagement, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $220,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-220k yearly 5d ago
Director, Private Client Services (Family Office)
Alvarez & Marsal 4.8
Dallas, TX jobs
Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.
The Team
We're currently growing Our Private ClientServices (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team.
How you will contribute
As a Director within Private ClientServices, you will:
Provide multiple clients with a variety of accounting and support services including but not limited to the following:
Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
Manage and reconcile bank accounts
Reconcile various expenses and intercompany accounts
Prepare monthly/quarterly financial packages for clients with related work papers
Assist in preparation of annual tax package and supporting documents
Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
Build client relationships and demonstrate a working knowledge of client businesses
Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process
Qualifications
Bachelor's degree in Accounting
5 + years' of relevant experience; Private ClientServices/Family Office/High Net Worth accounting experience strongly preferred
CPA
High level of integrity and respect for the confidential nature of the information our Private ClientServices Group is privy to
Prior proven experience leading others while managing multiple work streams
Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
Passion for training and mentoring staff
Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
Excellent research, writing, and analytical skills
Advanced user of all Microsoft Office products (with an emphasis on Excel)
Strong knowledge and experience in QuickBooks
Ability to simultaneously work on several projects and effectively manage deadlines
High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
Detail-oriented and possess strong organizational skills
Bilingual, a plus
Your journey at A&M
We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.
Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.
The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.
#LI-BK1
Inclusive Diversity
A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.
Equal Opportunity Employer
It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.
Unsolicited Resumes from Third-Party Recruiters
Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
$130k-175k yearly 4d ago
Client Service Manager
Arthur J Gallagher & Co 3.9
Fort Myers, FL jobs
Introduction
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
We are seeking a Senior ClientServiceManager to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide.
How you'll make an impact
Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner.
Secure existing business and drive the sale of additional services and lines of coverage.
Nurture relationships with your clients
Conduct periodic audits to ensure compliance standards and service levels are met.
Maintain accurate client and policy data and documents within your Gallagher systems.
Use Gallagher's technology to improve productivity and quality.
Skills for Success:
Previous commercial insurance knowledge and experience managingclient relationships.
Ability and desire to deliver an exceptional client experience
Develop a professional rapport with internal and external partners
Utilize your resilient and adaptable mentality in the face of shifting priorities
Eagerness to collaborate with all Gallagher teams and employees
About You
Bachelor's degree with 5+ years clientservice and/or claims management experience -OR- High School degree/GED with 10+ years clientservice and/or claims management experience.
1+ years supervisory experience.
A Property and Casualty License is required. (2-20)
Preferred:
Previous insurance knowledge and experience managingclient relationships.
Solid financial acumen.
Behaviors:
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.
Comfortably engages others in consultative discussion.
Effectively manages/balances multiple and sometimes competing priorities.
Works in a self-directed manner.
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Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$46k-74k yearly est. 7d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Fort Myers, FL jobs
The Branch ClientServiceManager III is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently ClientService, ServiceManager, Manager, Benefits, Client Relations, Retail
$46k-74k yearly est. 6d ago
Water/Wastewater Client Services Director
Kennedyjenks 4.1
San Francisco, CA jobs
A leading engineering consulting firm is seeking a ClientService Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for clientservice. The position offers a hybrid work model and a comprehensive benefits package.
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$120k-168k yearly est. 3d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Walnut Creek, CA jobs
This role reports directly into either the Branch ClientService Director or the Branch ClientService Supervisor. The Branch ClientServiceManager II directly contributes to key business outcomes such as client retention, client satisfaction, enhan ClientService, ServiceManager, Manager, Benefits, Client Relations, Retail
$73k-110k yearly est. 3d ago
Client Manager, Small Business Benefits
Arthur J. Gallagher & Company 3.9
Visalia, CA jobs
Account management as primary responsibility. Has retention goals. Responsible for the day-to-day account management for routine/moderately complex client accounts. Manages an assigned book of business and builds, expands, and solidifies relationship Benefits, Manager, Business, Client, Administrative, Insurance, Management
$96k-154k yearly est. 1d ago
Senior Client Service Manager
Arthur J. Gallagher & Company 3.9
Chicago, IL jobs
Leadership: Take a leadership role in the renewal process to ensure the delivery of the best possible solutions to clients in a high-quality and timely manner. Business Growth: Secure existing business and drive the sale of additional services and li ClientService, ServiceManager, Manager, Senior, Benefits, Client Relations, Retail
$69k-106k yearly est. 3d ago
Client Service Manager
Arthur J. Gallagher & Company 3.9
Rolling Meadows, IL jobs
The Select ClientServiceManager is accountable for delivering high quality and efficient service to external clients through the day-to-day account management of an assigned group of accounts that are similar in size with relatively simple to moder ClientService, ServiceManager, Manager, Benefits, Client Relations, Retail
$69k-105k yearly est. 6d ago
Client Service Manager Trainee - Achieve July 2026
Arthur J. Gallagher & Company 3.9
Glendale, CA jobs
Every day presents new challenges, ensuring your work remains dynamic and engaging. As a program participant, you will: Work cross-functionally to provide exceptional service to various internal and external clients Support workflow processes by crea ServiceManager, ClientService, Manager, Trainee, Benefits, Client Relations, Retail
$69k-103k yearly est. 6d ago
Client Manager
Arthur J. Gallagher & Company 3.9
New York jobs
You will manage increasingly complex accounts with a strong focus on self-funded business while collaborating with senior teammates Utilizing Gallaghers resources and tools, you will create effective client deliverables You support the employee bene Manager, ClientService, Benefits, Business Services, Client
$97k-149k yearly est. 6d ago
Client Executive, Employee Benefits
Arthur J. Gallagher & Company 3.9
New York, NY jobs
You are the strategic relationship manager and client liaison. You will independently lead complex self-funded accounts You maintain direct account responsibility and seek to recognize a client's day to day needs and provide solutions while continuin Benefits, Executive, Employee, ClientService, Relationship Manager, Client Relations, Business Services
$136k-239k yearly est. 7d ago
Client Executive
Arthur J Gallagher & Co 3.9
Dallas, TX jobs
Introduction
At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
How you'll make an impact
Accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch.
This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.
Primary areas of focus are:
Supporting the business priorities of Branch Managers, Production team members, and the clientservice function
Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk
Delivering high quality clientservice consistent with AJG operational standards and practices
Achieving operational productivity and performance metrics consistently.
Further responsibilities include:
Growing and profitably managing an assigned group of client accounts successfully
Building relationships with existing clients by providing exceptional ongoing customer care
Seeking referrals from current client base to solicit new business prospects
Securing existing business and actively driving the sale of additional services and lines of coverage.
About You
Required:
* Bachelor's degree with 5+ years clientservice and/or claims management experience
-OR-
High School degree/GED with 10+ years clientservice and/or claims management experience.
Must hold appropriate licensing as required and be able to travel up to 25% of the time.
Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality.
Previous experience in managingclient relationships essential.
Must possess strong written and verbal communication skills.
Preferred:
* Insurance knowledge.
* Solid financial acumen
Behaviors:
Must be able to build collaborative and mutually meaningful relationships with internal and external clients
Able to facilitate and/or lead group meetings with internal and external clients
Effectively manage/balance multiple and sometimes competing priorities.
Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values.
#LI-MB1
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$105k-190k yearly est. 7d ago
Client Executive
Arthur J. Gallagher & Company 3.9
Dallas, TX jobs
Accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role dire Executive, ClientService, Benefits, Client Relations, Business Services, Business
$105k-190k yearly est. 2d ago
Founding Engagement Manager
Trove 3.5
San Francisco, CA jobs
Trove is developing an AI associate for financial firms - think enterprise search & agents for private equity, hedge funds, and banks
Our mission is to deliver associate‑level AGI
We've raised nearly $10M from Menlo and Khosla Ventures
We have strong initial traction - large enterprise contracts and user engagement on par with best-in-class B2B AI applications
Why this role?
Extreme ownership. Own onboarding, adoption, success, expansion, and strategy for every customer-if it happens post-sign, it's on you
Founder-track learning. Work shoulder-to-shoulder with the early team and master the playbook you'll use for your own startup one day
High upside: Significant equity and strong cash compensation
What you'll do
Manage entire post-sale relationships, working hands‑on with users and senior stakeholders
Identify and scale high-impact use cases; package feedback for product and engineering
Build the playbooks, metrics, tooling, and strategy that set the foundation for the scaling our customer operations
Who you are
3-6 yrs at a top‑tier consultancy or investment bank; startup or PE experience a plus
Executive-level communicator who loves solving client problems
Analytical, product‑minded, and comfortable in 0 → 1 environments
Based in San Francisco and eager to be in the office four days a week
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