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Job Description & How to Apply Below
Join Gelfand, Rennert & Feldman as a Business Manager, working hybrid to manage key client accounts. This role emphasizes client interactions and overseeing all aspects of financial life management.
This position based in Century City or Encino involves direct interaction with high net worth clients. You will coordinate with various advisors, lead meetings, and provide tailored financial planning and lifestyle management solutions. The successful candidate will have a strong track record in client relationship management and operational oversight within financial services.
Key Responsibilities:
• Serve as primary contact for client account management
• Conduct client meetings and provide updates
• Assist in onboarding new clients and delivering services
• Review financial reports and ensure accuracy
• Collaborate with tax specialists on compliance issues
Requirements:
• 5+ years in a relevant role within financial services
• Preferred experience with CCH Axcess tools
• Demonstrated relationship management skills
• Working knowledge of tax compliance norms
• Exceptional communication and multitasking abilities
Highlight your expertise at GRF, delivering exceptional service to clients in a dynamic financial landscape.
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