Senior Client Relationship Manager

Neil Jesani Advisors, Inc.; Florida; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) match

Full healthcare coverage

15 days PTO

And more

Job summary

Neil Jesani Advisors, Inc. is seeking a seasoned Senior Client Relationship Manager in Sunrise, FL.

You will manage an assigned client portfolio, ensuring exceptional execution and proactive service, while coordinating with internal teams to fulfill commitments and deliver outstanding client experiences. The role emphasizes building long-term relationships, identifying opportunities to add value, and developing enthusiastic client advocates who refer new business.

Qualifications

• Proven 10+ years as Relationship/Account Manager in tax, accounting, banking or financial services.
• Strong computer and technical skills.
• CPA, EA, CFP or MBA in Finance is very helpful.
• Excellent communication to interact with clients and team members.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Own the Client Relationship: manage and strengthen relationships with an assigned portfolio of clients.
• Ensure Exceptional Execution: coordinate with internal teams to deliver client deliverables accurately and timely.
• Proactively Manage Client Needs: anticipate needs and provide additional value.
• Create an Exceptional Client Experience: reflect high service and expertise in every interaction.
• Build Long-Term Relationships: develop trusted relationships beyond engagements.
• Drive Client Advocacy & Referrals: foster advocates and new business through referrals.
• Protect the Client Experience: identify issues early and resolve client concerns.
• Collaborate Across the Firm: work with CPAs, tax professionals, attorneys and CFOs to ensure a seamless experience.

Skills

Relationship management

Communication

Client service

Multitasking

Education

CPA/EA/CFP or MBA in Finance (helpful)

Job description

Neil Jesani Advisors is a specialized team of CPAs, EAs, Tax Attorneys, and financial professionals dedicated to helping high-income individuals, successful business owners and mid-market businesses significantly reduce tax exposure and elevate long-term financial outcomes.

We are seeking a high-caliber seasoned Relationship Manager with a finance, tax or accounting background for our corporate office in Sunrise, Florida.

The Role

The Senior Client Relationship Manager plays a critical role in delivering an exceptional client experience at Neil Jesani Advisors. You will be responsible for managing relationships with assigned clients, ensuring we consistently deliver—and, whenever possible, over-deliver—on the promises we make.

Your success in this role will be measured not only by whether client deliverables are completed, but by how our clients feel about their experience with us. You will serve as a trusted point of contact, proactively identify client needs, coordinate internally to ensure commitments are fulfilled, and build relationships strong enough that our clients become some of our most enthusiastic advocates and referral sources.

Key Responsibilities

• Own the Client Relationship: Manage and strengthen relationships with an assigned portfolio of clients, serving as a trusted advisor and primary relationship point of contact.
• Ensure Exceptional Execution: Take ownership of client deliverables and commitments, coordinating with internal teams to ensure all client needs are addressed accurately, timely, and professionally.
• Proactively Manage Client Needs: Anticipate client needs rather than simply reacting to requests. Identify opportunities to provide additional value and ensure clients consistently feel supported.
• Create an Exceptional Client Experience: Make every interaction with the client reflect the high level of service and expertise that defines Neil Jesani Advisors.
• Build Long-Term Relationships: Develop deep, trusted relationships with clients that extend beyond individual engagements and create long-term loyalty.
• Drive Client Advocacy & Referrals: Develop such strong client relationships that our clients become enthusiastic advocates for the firm and a significant source of qualified referrals and new business.
• Protect the Client Experience: Identify potential issues before they become problems, elevate appropriately, and take ownership of resolving client concerns.
• Collaborate Across the Firm: Work closely with Business Managers, CPAs, tax professionals, attorneys, CFOs, and other internal teams to ensure a seamless client experience.

The ultimate goal:

Every client should feel that they are being taken care of, their needs are being anticipated, and that Neil Jesani Advisors consistently delivers more value than they expected.

What We're Looking For

• Proven 10 year experience as a Relationship Manager or Account Manager in delivering tax, accounting, banking or financial services.
• Strong computer and technical skills.
• CPA, EA, CFP or MBA in Finance is very helpful.
• Excellent communication skills to interact effectively with the client and team members.
• Ability to manage multiple tasks while maintaining attention to detail.

What We Offer

At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients — and your future teammates — deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities.

If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include:

• 401(k) match
• Full healthcare coverage
• 15 days of PTO (on top of 10 major public holidays and others)
• And more

We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance.