Private Wealth Account Manager - Hybrid (Glendale)

Confidential; Glendale (CA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Confidential in Glendale is seeking an Account Manager to serve as the trusted financial hub for a portfolio of high-net-worth clients. This hybrid role partners with internal teams and external brokers to maintain discretion and precision in every transaction.

The successful candidate will bring 5–7+ years in accounting/bookkeeping within private wealth or related fields, with a Bachelor's in Accounting/Finance and strong GL/AP/AR skills, Excel proficiency, and a proven ability to handle

Qualifications

• 5–7+ years in accounting or bookkeeping within private wealth or investment management.
• Bachelor's degree in Accounting, Finance, or related field.
• Strong GL, AP/AR, and bank reconciliation skills.

Responsibilities

• Serve as the primary contact for a client portfolio and coordinate with internal teams and partners.
• Manage full lifecycle of client requests from intake to closure.
• Monitor cash balances, transfers, wires, and maintain documentation.
• Coordinate insurance renewals, policy changes, and claims.
• Lead new client onboarding, including bank accounts and access provisioning.
• Assist with major transactions, funding logistics, and tax filing coordination.

Skills

Discretion and judgement

Written and verbal communication

Attention to detail

Time management

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Excel

AgilLink

Job description

Confidential in Glendale is seeking an Account Manager to serve as the trusted financial hub for a portfolio of high-net-worth clients. This hybrid role partners with internal teams and external brokers to maintain discretion and precision in every transaction.

The successful candidate will bring 5–7+ years in accounting/bookkeeping within private wealth or related fields, with a Bachelor's in Accounting/Finance and strong GL/AP/AR skills, Excel proficiency, and a proven ability to handle