Client Accounts Manager Job at Sumer Law (Bideford)

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We have an exciting opportunity for a Client Account Manager to lead major sport...

Location

United Kingdom , London

Salary:

Not provided

JACK RYAN

Expiration Date

Until further notice

Requirements

3–5 years’ account management experience with sports or gaming clients
Understanding of sponsorship activation and fan engagement strategies
Strong communication, organisation, and leadership skills

Job Responsibility

Lead client relationships across high-profile sports and gaming brands
Manage multi-channel campaigns, ensuring integration and performance
Provide strategic insights to grow client accounts
Coordinate internal teams and external partners for smooth campaign delivery
Monitor performance and prepare actionable reports

What we offer

28 days annual leave (plus bank holidays)
Performance-related bonus scheme
Workplace Pension Scheme
Comprehensive Private Healthcare Policy provided by AXA Healthcare (includes 24/7 GP)
£500 Dental Cashback Scheme provided by AXA
24/7 Employee Assistance Programme and access to mental wellbeing programmes
Gym membership discounts
Fully structured workforce Learning and Development (L&D) programme

Fulltime

Client Account Manager

Human Interest is on a mission to ensure that people in all lines of work have a...

Location

United States , Lindon

Salary:

58000.00 - 65000.00 USD / Year

Human Interest

Expiration Date

Until further notice

Requirements

3-5 years of experience in customer facing role in a similar industry
retirement service experience preferred but not required
Have a passion for solving problems and helping people
Strong ability to troubleshoot with a meticulous eye for detail
Communicate with confidence, professionalism and empathy
Remain composed in high-stress situations and convey empathy for our customers and their situation
Ability to work autonomously and take initiative to proactively service customers and resolve any issues
A “change is good” mindset allowing you to quickly adapt within a fast-growing startup environment
Demonstrated ability to remain highly productive and organized in an elevated-noise, open-office environment

Job Responsibility

Manage client accounts assigned to you by acting as the primary point of contact and consultant for our plans sponsors on the development of strategies and solutions for their retirement plans
Understanding customer expectations in order to help manage their plan and reduce the administrative burden
Independently anticipate, recognize, and research sophisticated and financially significant retirement plan matters
Promote customer satisfaction through effective and timely service delivery, including fielding client questions on unique issues and providing prompt and detailed responses
Demonstrate a full understanding of the plan sponsor and their plan, the administration of the plan, the client's sensitivities, needs, and objectives
Respond independently and with appropriate team members to client needs related to core aspects of retirement plan and financial management, including retirement plan amendments, compliance with IRS and DOL regulations, plan design, Form 5500 filings, compliance testing, and payroll integrations
Assist with compliance testing
Provide plan onboarding and other management services by reviewing, investigating, analyzing and recommending resolutions to complex service inquiries including payroll integrations, plan contributions, distributions, and corrections
Act as a liaison between plan sponsors and various internal groups
Responsible for client communication through incoming lines (phone, email, and chat)

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Account Manager, Client Relations

Your mission as Client Relations Account Manager is to drive sustainable growth ...

Location

Germany , Hamburg

Salary:

Not provided

Appinio

Expiration Date

Until further notice

Requirements

3+ years of experience in Sales, Business Development, or SDR roles
At least 2 years of full-cycle sales experience
Experience in market research or data-centric organisations
Hungry, proactive hunter who enjoys taking ownership of pipeline
Consultative, empathetic mindset
Organised, analytical, and data-driven
Naturally curious, coachable, and eager to learn
Thrive in a collaborative, international environment
Fluent in both German and English (written and spoken)
Based in Germany, Ideally Hamburg

Job Responsibility

Take commercial ownership of a diverse portfolio of smaller and lower-tier accounts
Manage and convert inbound leads into active, long-term customers
Proactively build a high-quality outbound pipeline
Drive renewals, reactivations, and upsells across your account base
Analyse account performance, pipeline health, and funnel metrics
Collaborate closely with Marketing, Customer Success, and Research team
Maintain organised, data-backed account management processes

What we offer

Flexibility Policy - no hard cap on vacation days
Temporary work from abroad (up to 180 days per year for EU-based)
All the hardware you need and your own MacBook
Deutschland ticket or mobility budget (Hamburg/Berlin)
Subsidised Urban Sports Club membership (Germany/Spain)
Access to Co-working spaces (in certain cities)

Fulltime

PR Account Manager or PR Senior Account Manager

Spa Communications is an award-winning PR, Podcasting, Content Marketing and Soc...

Location

United Kingdom , Tunbridge Wells

Salary:

Not provided

Spa Communications

Expiration Date

Until further notice

Requirements

A minimum of 2-4 years’ experience in professional client relationship management, either in an agency or in-house
Strong book of B2B technology, IT, Channel and national media contacts
High levels of communication – both presentation, verbal and written skills
A passion for the media, including, PR and social media
The ability to plan, budget and strategise at a senior level
A persuasive and confident approach to creative projects
Effective team management capabilities
A keen attention to detail and budgetary restraints
Full awareness of creative processes and techniques, including digital platforms
An ability to demonstrate return on investment (ROI) to senior client stakeholders

Job Responsibility

Managing the cornerstone agency client
Liaising with client marcoms on press campaigns, creative projects and PR solutions
Briefing and updating the client on press campaigns
Analysing PR coverage and providing feedback to the client
Maintain a high level of performance on all deliverables
Ensure strong planning, service delivery and maintain a solid client/agency relationship
Support the agency’s new business and growth strategy
Execute duties and assignments as directed in compliance with objectives, KPIs and budgets
Act as the main point of contact internally to Account Directors and other senior management stakeholders
Developing industry, sector and product-focused PR campaigns

What we offer

Competitive pay
Health insurance package upon successful completion of probation
50% off Pure, Virgin Active or Nuffield Health Gyms via Vitality
Hybrid working environment
Company pension scheme
Personal development and opportunities to attend training courses
Up-to five weeks paid paternity leave for new Dads
20 days annual leave, plus Christmas Eve to January 2nd off each year at the Directors discretion
Birthdays off
Bank Holidays observed

Fulltime

Seo Account Manager/ Seo Senior Account Manager

We are seeking an experienced SEO Account Manager/ SEO Senior Account Manager to...

Location

India , Bangalore

Salary:

Not provided

Position2

Expiration Date

Until further notice

Requirements

5+ years of experience in SEO, with a proven track record of managing and executing successful SEO campaigns
Strong knowledge of GEO, location-based SEO, and how AI can enhance search engine optimization
In-depth understanding of on-page and off-page SEO techniques, keyword research, competitive analysis, and content strategy
Experience with SEO tools (e.g., Google Analytics, Google Search Console, SEMrush, Ahrefs, etc.)
Ability to analyze and interpret data to drive decision-making and improve SEO performance
Strong project management skills, with the ability to handle multiple client accounts and deliver results under tight deadlines
Excellent communication skills, both written and verbal, with the ability to present complex SEO concepts in a clear and understandable manner
A results-driven mindset with the ability to adapt to the changing needs of clients and business priorities

Job Responsibility

Develop and implement SEO strategies to drive organic growth and improve search engine rankings for client websites
Oversee and manage multiple client accounts, ensuring that SEO campaigns are aligned with business objectives
Work closely with clients to understand their goals, challenges, and target audience, and develop SEO strategies tailored to their needs
Work with cross-functional teams to develop SEO-friendly content and maintain the technical SEO health of client websites
Perform ongoing keyword research, competitive analysis, and audits to identify new opportunities and optimize current strategies
Ensure all campaigns are aligned with best practices for SEO and GEO
Provide clients with regular performance reports, insights, and recommendations for continuous optimization
Manage and prioritize the execution of SEO tasks across teams to meet deadlines and drive results

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Client Accounts Manager

Sumer Law

Location:
United Kingdom , Bideford

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 18, 2026

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