client manager

Allied Universal

<div><p>Security Client Manager</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Allied Universal&reg; is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.</p><p><br>
</p><p><b>Salary Range: $66,220 - $76,220 / year</b></p><br>
<p></p><p><b>RESPONSIBILITIES:</b></p><br>
<p></p><p><b>Caring Leadership, Client Engagement, and Operational Oversight:</b>
</p><ul><li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li></ul><p>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.</p><p><br>
</p><p><b>QUALIFICATIONS (MUST HAVE):</b>
</p><ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li></ul></li><li>
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li></ul><p><b>
PREFERRED QUALIFICATIONS (NICE TO HAVE):</b>
</p><ul><li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li></ul><p><b>
BENEFITS:</b>
</p><ul><li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul><h2 class="jobSectionHeader"><b>
Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1581067</div>

Security Client Manager

<div><p>Security Client Manager</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p><b>
Salaried, Leadership Position with a Growing Company!</b>
</p><p><b>Starting Salary Up To $66,300 / Year + Benefits &amp; Performance-Based Bonus Opportunity</b>
</p><p><b>Previous Security Leadership Experience is Required</b>
</p><p><b>Plenty of Room for Advancement!</b></p><br>
<p></p><p>Allied Universal&reg; is hiring a <b>Security Client Manager</b> in <b>Memphis, Tennessee</b>. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.</p><p><br>
</p><p><b>RESPONSIBILITIES:</b></p><br>
<p></p><p><b>Caring Leadership, Client Engagement, and Operational Oversight:</b>
</p><ul><li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li></ul><p>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.</p><p><br>
</p><p><b>QUALIFICATIONS (MUST HAVE):</b>
</p><ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li></ul></li><li>
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li></ul><p><b>
PREFERRED QUALIFICATIONS (NICE TO HAVE):</b>
</p><ul><li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li></ul><p><b>
BENEFITS:</b>
</p><ul><li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul><h2 class="jobSectionHeader"><b>
Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1582458</div>

Accotech Pvt Ltd

<p><b>Role Overview</b></p><p>We are seeking an ambitious and motivated professional to join our team as a <b>Junior Client Manager</b>. This role is a strategic blend of client relationship management and technical accounting. It offers an excellent opportunity for a professional to gain deep practical experience in the <b>UK accounting and finance sector</b> while working toward their professional qualifications. You will support daily finance operations, assist with statutory requirements, and work closely with senior accountants.</p><p><b>Key Responsibilities</b></p><ul><li><b>Client &amp; Portfolio Management:</b> Act as a point of contact for clients, ensuring their accounting needs are met with high accuracy and professional conduct.</li><li><b>Bookkeeping &amp; VAT:</b> Assist with bookkeeping and the preparation of accounts, including support for <b>VAT returns</b> and other <b>HMRC submissions</b>.</li><li><b>Reconciliation &amp; Ledgers:</b> Perform regular reconciliations of bank accounts, supplier statements, and client ledgers to maintain financial integrity.</li><li><b>Payroll &amp; Compliance:</b> Assist in payroll processing and ensure all related compliance standards are strictly followed.</li><li><b>Financial Reporting:</b> Prepare clear and simple financial reports under the supervision of senior management.</li><li><b>Audit Support:</b> Maintain organized financial records and filing systems to support senior accountants during audits and year-end reporting.</li><li><b>Ad-hoc Support:</b> Carry out additional financial and administrative tasks as required by the finance team to ensure operational efficiency.</li></ul><p><b>Mandatory Requirements</b></p><ul><li><b>Professional Qualification:</b> Must be <b>fully or partially qualified</b> in <b>ACCA, CA, ICMA, or CMA</b>.</li><li><b>Specific Industry Experience:</b> A minimum of <b>2 years of direct experience</b> in a client management role within the <b>UK-based Accounts and Tax consultancy industry</b>.</li><li><i>Note: Overall general accounting experience will not be considered in lieu of this specific UK consultancy background.</i></li><li><b>Academic Background:</b> Degree in Accounting, Finance, or a related subject.</li><li><b>Communication Skills:</b> <b>Excellent written and verbal communication skills in English</b> are essential for managing UK-based client portfolios.</li><li><b>Technical Knowledge:</b> Basic understanding of <b>UK accounting principles</b>, VAT, and tax regulations.</li><li><b>Software Proficiency:</b> Strong IT skills, particularly in <b>MS Excel</b>. Familiarity with accounting software such as <b>Xero, QuickBooks, or Sage</b> is highly preferred.</li><li><b>Attributes:</b> Strong attention to detail, numerical accuracy, and a proactive willingness to learn and progress toward full professional qualification.</li></ul><p>Job Type: Full-time</p><p>Work Location: In person</p>

Junior Client Manager

EPIC Insurance Brokers & Consultants

<p></p><div><div><p>EPIC Insurance Brokers &amp; Consultants is one of the fastest‑growing insurance brokerage and consulting firms in the United States. Founded in 2007 and headquartered in San Francisco, EPIC has more than 3,000 employees across 60+ offices nationwide, combining national scale with local market expertise.</p>
<p>
Our continued growth is fueled by people who bring an owner mindset, inspire trust, think big, and drive results. If you are looking for a long‑term career with a collaborative, growth‑oriented organization, EPIC may be the right fit.</p>
<p></p>
<h2 class="jobSectionHeader"><b>Position Summary</b></h2>
<p>
The Senior Client Manager partners closely with Producers and Client Executives to manage and service a book of employee benefits clients. This role is responsible for renewals, vendor marketing, plan analysis, compliance support, open enrollment, and ongoing client relationship management.</p>
<p>
The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.</p>
<p></p>
<h2 class="jobSectionHeader"><b>Key Responsibilities</b></h2>
<ul><li>Serve as the primary client contact and subject matter expert for employee benefits accounts</li>
<li>Manage day‑to‑day client service, escalations, and complex coverage or compliance inquiries</li>
<li>Analyze client census and experience data for new and renewal business</li>
<li>Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives</li>
<li>Present recommendations to clients, including senior HR and leadership stakeholders</li>
<li>Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients</li>
<li>Lead open enrollment planning and execution, including employee communications</li>
<li>Prepare client presentations, proposals, and benefit summaries</li>
<li>Support Producers with sales activities and new business development</li>
<li>Maintain accurate documentation in agency management systems and CRM tools</li>
</ul><p></p><h2 class="jobSectionHeader"><b>Core Competencies</b></h2>
<h3 class="jobSectionHeader"><b>Client Service &amp; Consulting</b></h3>
<ul><li>Employee benefits strategy and advisory support</li>
<li>Medical, dental, vision, life, disability, and ancillary benefits knowledge</li>
<li>Carrier negotiation and vendor management</li>
<li>Compliance support related to state and federal regulations</li>
</ul><h3 class="jobSectionHeader"><b>Leadership &amp; Collaboration</b></h3>
<ul><li>Partner effectively with Producers, Client Executives, and service teams</li>
<li>Mentor junior staff and support team workflows</li>
<li>Manage multiple deadlines, priorities, and client deliverables</li>
</ul><p></p><h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<ul><li>5+ years of experience in employee benefits account management with a brokerage, consulting firm, or health insurance carrier</li>
<li>Strong understanding of benefits renewals, plan design, and carrier markets</li>
<li>Experience supporting mid‑market or large group employee benefits clients preferred</li>
<li>Proficiency with Microsoft Excel, Word, and PowerPoint</li>
<li>Ability to thrive in a deadline‑driven, client‑facing environment</li>
<li>Excellent communication, organization, and problem‑solving skills</li>
</ul><p></p><h2 class="jobSectionHeader"><b>Licenses &amp; Certifications</b></h2>
<ul><li>Active California Life &amp; Health Insurance License required</li>
<li>Professional designations such as CEBS, PHR, BGA, or CLU preferred</li>
</ul><p></p><h2 class="jobSectionHeader"><b>Compensation</b></h2>
<p>
The national base salary range for this position is $100,000 &ndash; $125,000, exclusive of bonuses or benefits. Final compensation will be based on experience, skills, certifications, location, and internal equity.</p>
<p></p>
<h2 class="jobSectionHeader"><b>Why EPIC?</b></h2>
<p>
EPIC offers a comprehensive and competitive total rewards package, including:</p>
<ul>
<li>Generous paid time off and company holidays</li>
<li>Paid parental leave and family‑supportive benefits</li>
<li>401(k) with company match</li>
<li>Medical, dental, vision, wellness, and EAP programs</li>
<li>Professional development, tuition reimbursement, and mentorship</li>
<li>Employee recognition programs and referral bonuses</li>
<li>Employee Resource Groups and inclusive culture</li>
</ul>
<p>EPIC fosters a 50/50 culture that values both production and service excellence&mdash;and we actively invest in our people's growth.</p>
<p></p>
<h2 class="jobSectionHeader"><b>Equal Opportunity Employer</b></h2>
<p>
EPIC embraces diversity in all its forms and is committed to creating an inclusive work environment where every employee feels valued, respected, and empowered.</p>
<p><b>
California Applicants:</b><br>
View your privacy rights here:<br>
https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</p>
<p></p>
<p>#LI‑MS2</p>
<p>
#SeniorClientManager</p>
<p>
#EmployeeBenefits</p>
<p>
#BenefitsBrokerage</p>
<p>
#BenefitsConsulting</p>
<p>
#AccountManager</p>
<p>
#InsuranceCareers</p></div></div><p></p>

Senior Client Manager

Al Rostamani International Exchange

<div><p>Every employee at Al Rostamani Group plays a role in making a real difference to the business and our customers. We care for our employees by offering them meaningful and purposeful work and an opportunity to grow, learn, contribute and succeed. Today, the Al Rostamani Group has come a long way since its birth in 1957. Our group has grown steadfastly with the guiding principles of Commitment, Care &amp; Vision, alongside a strong sense of active involvement in the community. We are a well-diversified group, with a key presence in industries such as General Trading, Automobiles and Heavy Equipment, Travel, Foreign Exchange, Financial Services, Property Management, Construction, Infrastructure Development and Information Technology Services. Our Group employs approximately 2000 people from 41 different nationalities, which contributes to our multicultural and multi-national environment.</p>
<p>Al Rostamani Communications is a leading IT &amp; Telecommunication Solutions Provider and Systems Integrator, offering Innovative, Integrated Technology Solutions and Professional Services to customers in UAE and other GCC countries.</p>
<div><div><div><h2 class="jobSectionHeader"><b>
Job Purpose</b></h2>
</div><div><p>
The Senior Client Manager has account responsibility and their key focus is around analysing the client&rsquo;s situation and business requirements through awareness, empathy and good questioning. They have the ability to influence clients to use ARC solutions through articulating value in the client&rsquo;s terms. They take ownership of a range of larger and more strategic clients within the domestic market segments, by passionately advocating the client requirement, whilst keeping sight of the need to increase revenue and improve margins for ARC.</p>
</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Responsibilities</b></h2>
</div><div><ul><li>Responsible for aligning to the sales strategy ensuring ARC strategic objectives are met</li>
<li>Accountable for creating turn-around solutions to ensure that sales plans are met irrespective of current situation by ensuring that sales procedures and policies as defined by the sales Sr. Management are implemented and followed</li>
<li>Responsible to approach the management of his/her account in a systematic way by identifying the strategy they will use to develop and grow the account profitably</li>
<li>Do a vulnerability analysis of ARC position in comparison to that of competitors and vendors, to ensure the client&rsquo;s requirement is at the heart of our proposed solution</li>
<li>Formulate and execute sales, marketing, and go-to-market strategies; Management of product, pricing, costing and profit margins</li>
<li>Plan, develop and implement tactical promotions and integrated marketing programs for the targeted customer segments</li>
<li>Account management, cross selling and up selling for the existing and new customers</li>
<li>Market development, penetration in to the existing account and expansion of new accounts and market.</li>
<li>Manage vendor relationship on target and quota</li>
<li>Manage &amp; Negotiate with vendors on product, pricing, marketing activities, technical support, sales rebate etc.</li>
<li>Identify and develop partnership with new vendors to support continuous portfolio growth.</li>
<li>Operation management including but not limited to inventory, vendor rebate, marketing funds, technical support, etc.</li>
<li>Manage product life cycles, pre-sales architecting capability for large orders and operational issues</li>
<li>Use ARC sales tools and methodology to effectively manage their accounts, opportunities, pipelines and forecast</li>
<li>Build enduring relationships and display an understanding of the client industry, business environment and strategy to identify current and future opportunities for ARC</li>
<li>Drive passionately for client satisfaction throughout the entire lifecycle of the clients&rsquo; buying process, by taking ownership of the co-ordination for the commercial agreement for each client. And aim to realize revenue and margin targets and exploit opportunities, whilst displaying notable client service orientation</li>
<li>Coordinate with Head of Sales, Business Unit Managers, pre and post sales team and Project Managers to support marketing of their products and coordination with suppliers</li>
<li>Any other additional tasks the line manager may give and is within the scope of work<br>
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>Job Requirements</b></h2>
</div><div><p><b>
Qualifications</b></p>
<ul><li>A degree in Engineering or a related discipline. Engineering with MBA is an added advantage</li></ul><br>
<p>
</p><p><b>Experience</b></p>
<ul><li>Minimum 12 years of relevant industry experience</li>
<li>Hard core ICT Solutions (Infrastructure, Compute, Networking, UC, IT Security &amp; Digital) sales experience preferred</li>
<li>Must have worked for reputed ICT System Integrators in the UAE</li>
<li>Must have track record of closing large ICT solution orders</li></ul><br>
<p>
</p><p><b>Certification</b></p>
<ul><li>Should have relevant vendor certifications</li></ul><br>
<p>
</p><p><b>Knowledge &amp; Skills</b></p>
<ul><li>Strong IT technical &amp; Industry knowledge preferred.</li>
<li>Teamwork, Written, verbal communication &amp; presentation skills.</li>
<li>Excellent relationship building skills</li>
<li>Excellent negotiation skills</li>
<li>Excellent influencing skills</li>
<li>Results Driven</li>
</ul>
</div></div></div><p>At Al Rostamani Group, we seek talented people who work hard to achieve great things. We consider not only your skills and experience, but also your passion for the role, your desire to learn and how well you align with our core values of care, commitment and vision. If this position represents an opportunity you wish to pursue, we invite you to apply.</p></div><p></p>

Complete Logistical Services, LLC

<div><p>Job Posting: Client Service Manager</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Complete Logistical Services is excited to announce a vacancy for the position of Client Service Manager. This is a full-time role based in our corporate offices, and is not eligible for remote work. The successful candidate will join a dynamic team dedicated to maintaining high standards of client service and operational efficiency. This role demands a proactive approach to client relationships, along with a strong competency in accounting and financial oversight.</p><p>
The Client Service Manager is crucial in supporting our Client Accounting and Advisory Services (CAAS) department and will be actively involved in overseeing staff assignments and directly interacting with clients on more complex accounting, bookkeeping, and financial matters. The role offers a significant opportunity to lead, grow, and enhance the effectiveness of the services we provide to our esteemed clients.</p><h2 class="jobSectionHeader"><b>
Duties and Responsibilities</b></h2><ul><li>
Lead CAAS department engagements providing onboarding evaluation of client needs, structuring ongoing engagement to ensure efficient completion, and overseeing staff completing those engagements.</li><li>
Assist new clients with the cleanup of their QB files and provide recommendations for future processing.</li><li>
Provide comprehensive assistance with outsourced accounting services including payroll, sales tax, property tax, 1099s, and various business-related filings.</li><li>
Complete interim and annual compilation engagements.</li><li>
Review staff&rsquo;s work on various engagements to ensure accuracy and compliance with standards.</li><li>
Supervise and mentor a team of employees, fostering a collaborative team environment.</li><li>
Effectively communicate with Federal, State, and Local tax agencies on behalf of clients.</li><li>
Respond to various governmental and non-governmental notices and/or audits.</li><li>
Participate in conducting training sessions to promote continuous learning and development.</li><li>
Conform with and abide by all regulations, policies, work procedures, and instructions.</li></ul><h2 class="jobSectionHeader"><b>
Requirements</b></h2><ul><li>
Bachelor&rsquo;s degree in Accounting.</li><li>
Ten (10) years experience as an accountant.</li><li>
Active Certified Public Accountant License.</li><li>
Ability to review client records to identify issues needing attention and design workflows to increase efficiency.</li><li>
Ability to manage jobs to completion within budgeted hours.</li><li>
Adept in using advanced features of QuickBooks Desktop and Online products.</li><li>
Ability to work independently while understanding the necessity for communicating and coordinating work efforts with other employees and clients.</li><li>
Effective selection of appropriate communication methods to fit various situations.</li><li>
Ability to multi-task and prioritize to meet tight deadlines.</li><li>
Ability to foster, develop, and maintain professional relationships with partners, employees, clients, and tax authorities.</li><li>
Ability to read, interpret, and apply complex documents such as sales tax laws and regulations across different states.</li><li>
Strong problem-solving skills particularly in resolving payroll tax notices for federal and other states.</li></ul><p></p><p><b><br>
Compensation and Benefits:</b></p><p>
We offer a competitive compensation package, commensurate with experience and qualifications. Total compensation includes a base salary and performance-based bonuses. Our comprehensive benefits package includes:</p><ul><li>
 Employer-paid major medical, dental, life insurance, and long-term disability coverage</li><li>
401(k) retirement plan with employer match after one full year of employment</li><li>
15 days of paid time off (PTO), available on the first day of employment</li><li>
8 paid office holidays</li><li>
Employer-paid reserved parking space</li><li>
Continuing professional education and certification support</li><li>
Opportunities for advancement and leadership development</li><li>
 A collaborative, team-oriented culture with a strong commitment to work-life balance</li></ul></div>

CPA Client Manager

Gallagher

<div><b>Introduction</b><br>
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;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&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;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&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div><br>
</div><br>
<b>Overview</b><p><br>
At Gallagher, we&rsquo;re looking for an Associate Client Service Manager to join our Commercial team. In this role, you&rsquo;ll lead efforts to deliver exceptional service and solutions to our clients. You&rsquo;ll work closely with your team and clients to build strong relationships, solve challenges, and ensure every interaction adds value. This is your opportunity to grow your career while making a meaningful impact.</p><br>
<br>
<b>How you'll make an impact</b><p><br>
You&rsquo;ll take the lead in managing client relationships and ensuring their needs are met. From guiding the renewal process to mentoring team members, you&rsquo;ll play a key role in delivering high-quality solutions. You&rsquo;ll also help secure existing business, explore opportunities for additional services, and ensure compliance with industry standards.</p><p>
Here&rsquo;s what you&rsquo;ll do:</p><ul><li>
Manage the renewal process by compiling information, analyzing needs, and delivering tailored solutions to ensuring proper coverage</li><li>
Build and maintain strong relationships with clients through timely responses and strong customer service</li><li>
Support your team in addressing client risk management needs through consultative conversations and personalized strategies.</li><li>
Conduct regular audits to ensure compliance with regulations and maintain high service standards.</li><li>
Maintain accurate and up-to-date client and policy data using Gallagher&rsquo;s systems and performing audits</li><li>
Use Gallagher&rsquo;s technology to enhance productivity, streamline processes, and deliver quality results.</li><li>
Mentor junior team members by providing transparent feedback, encouraging continuous learning, and fostering professional growth.</li><li>
Manage multiple priorities effectively, ensuring all tasks are completed on time and meet client expectations.</li></ul>
<br>
<b>About You</b><p><br>
Here&rsquo;s what you&rsquo;ll bring to the role:</p><ul><li>
Bachelor's degree with minimum 1+ years client service and/or claims management experience OR- High School degree/GED with a minimum of 3+ years client service and/or claims management experience</li><li>
A Property and Casualty Insurance License.</li><li>
Proficiency in Microsoft Office.</li><li>
A desire to build relationships and deliver results.</li><li>
Adaptability and resilience in managing shifting priorities.</li><li>
A collaborative mindset to work with teams across Gallagher.</li></ul>
<br>
<b>Compensation and benefits</b><p><br>
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.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><i>
**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.</i></div><div></div><div><b><br>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;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.
</p><p>Gallagher embraces our employees&rsquo; 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.</p><p>
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 &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>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.</p></div>

Associate Client Manager

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