Account Manager

Focus Partners Wealth; California; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) plan

Annual bonus

Job summary

GRF, a Focus Partners Business Management firm, seeks an Account Manager in California to act as the primary client contact and oversee day‑to‑day finances for assigned clients. You will supervise a team of bookkeepers, ensure timely responses, and coordinate with internal resources on contracts and financial schedules.

You will manage cash flow, review financial statements, and handle 1099s and annual filings.

Qualifications

• High School Diploma or GED required; 3+ years in a similar role.
• Associate’s or Bachelor’s degree in accounting/finance highly preferred.
• 4+ years in business management and/or touring; 3+ years in a client services field.

Responsibilities

• Respond to client inquiries and requests in a timely manner.
• Coordinate workflow of bookkeeping team.
• Review and approve AP/AR, cash receipts, journal entries, and GL.
• Monitor bank balances and cash transfers; manage cash flow.
• Review insurance renewals and claims.
• Oversee new client setups and large purchases; assist with contracts.

Skills

Client services

Team leadership

Financial analysis

Time management

Communication

Adaptability

Education

High School Diploma or GED

Associate’s or Bachelor’s in accounting/finance preferred

Tools

AgilLink

Microsoft Excel

Accounting software

Databases

Job description

## Account ManagerApplylocations: Encino, Californiatime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100085**Job Description Summary:**GRF is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA. The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances of their assigned clients, and oversees a staff of bookkeepers.**Job Description:**## **Primary Responsibilities*** Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate* Coordinate workflow of bookkeeping team* Review and distribute mail* Oversee daily client activity, including requests and timely follow up on all outstanding matters* Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review)* Cash management by reviewing bank balances and statements and approving transfers as needed* Download and monitor credit card activity for fraud alerts and credit score issues* Monitor insurance renewals and claims* New client set up, including bank account* Assist with large purchased such as homes and cars* Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules* Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings* Other projects and duties, as assigned## **Qualifications:*** High School Diploma or GED equivalent with 3+ years is required; Associate's or Bachelor's degree in accounting or finance highly preferred* 4+ years in a similar role in business management and/or touring is required* 3+ years in a client services field* Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements* Experience with AgilLink is highly preferred* Advanced computer skills including Microsoft Excel, accounting software, and databases* Ability to delegate, manage and train team using clear instructions* Ability to manage high volume of work while remaining adaptable* Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)This position is an exempt position. The annualized base pay range for this role is expected to be between$80,000-$120,000base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.GRF, Focus Partners Business Management is a leading full-service business management firm serving an exclusive clientele of entertainers, athletes, executives, and select high-net-worth individuals. With approximately 40 Managing Directors and more than 700 professionals, GRF provides comprehensive financial and advisory services across the music, film, television, sports, literary, and broader entertainment industries, as well as multi-family office services for ultra-high-net-worth individuals and families.As part of Focus, a leading financial services organization offering wealth management, family office, and business management solutions, GRF combines deep industry expertise with personalized client service. Learn more at grfllp.com or follow the company on LinkedIn. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. **EEO Statement**: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail] ***The following language is for US based roles only*** **For California Applicants:**Information on your California privacy rights can be found**here****For Indiana Applicants:** It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. **For Maryland Applicants:** I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. **For Massachusetts Applicants:** It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. **For Montana Applicants:** If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. **For Rhode Island Applicants:** Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.