Account Manager; Client Services - Level Group

Summary

The Client Services Account Manager serves as the primary point of contact for clients, ensuring that financial, administrative, and business management needs are handled with accuracy, efficiency, and discretion. This role blends client service, financial oversight, and operational management to safeguard both personal and professional interests. In addition, the Account Manager leads and develops their client service team by managing workloads, overseeing deliverables, and providing ongoing training, guidance, and performance feedback to ensure excellence in client support and departmental operations.

• Lead client communications with teams, vendors, and partners, providing accurate and timely responses.
• Support clients with ad hoc needs including projects, reports, and documentation.
• Deliver key financial and business updates such as tour results, cash flow projections, tax outcomes, and regulatory deadlines.
• Coordinate with legal, insurance, and service providers to protect client interests and maintain compliance.
• Maintain holistic awareness of client business activities to ensure integrated financial planning and clear cross‑departmental communication.
• Oversee annual processes such as healthcare enrollment and related business management requirements.
• Collaborate with senior leadership to align client strategies, financial planning, and departmental priorities with overall business objectives.

• Oversee bookkeeping, reconciliations, and account workbooks for individuals and entities.
• Ensure timely preparation and updates of cash flow projections, advising clients on strategies for financial stability and long‑term success.
• Maintain accurate balances, reconciliations, and adherence to corporate accounting practices.
• Manage annual processes and corporate compliance, including required filings, dues, and government obligations.
• Direct year‑round tax planning and oversee preparation and filing of individual and corporate returns.
• Coordinate audits and ad hoc financial projects to safeguard compliance and support client needs.

• Manage execution of client payments, including checks, wires, ACH transfers, credit card transactions, and other electronic disbursements.
• Administer accounts payable/receivable, vendor payments, commissions, and related disbursements.
• Monitor daily bank activity, balances, deposits, and due dates, proactively addressing discrepancies and mitigating fraud risks.
• Maintain accurate banking details, oversee credit card accounts, and serve as a liaison with banking representatives.
• Oversee invoice preparation and coordinate payment approvals to ensure proper authorization and documentation.

• Act as the primary liaison between departments to align on client priorities and deliverables.
• Partner with the Tour Department on budgets, crew payments, payables/receivables, insurance, and reconciliations.
• Collaborate with Personal Services to support individual financial planning and related coordination.
• Work with the Royalties Department to monitor income, payouts, deal terms, and audits.
• Coordinate with the Tax Department for planning, preparation, filings, and notice resolution.
• Support the Payroll Department in managing crew and owner W‑2s and related reporting.

• Supervise and support Assistant and Junior Account Managers, overseeing task distribution, workload balance, and professional development.
• Hold regular one‑on‑one and team meetings to review priorities, address questions, and align on client and departmental needs.
• Monitor deliverables, workflows, and deadlines to ensure accuracy, compliance, and client satisfaction.
• Model company values in daily leadership and decision‑making, fostering accountability and trust within the team.

• Oversee team growth, performance, and development through coaching, mentoring, and consistent feedback.
• Provide continuous training to enhance skills, address gaps, and reinforce role responsibilities.
• Identify individual strengths and…