Strategic Client Relationship Manager - Tax & Finance

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, 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.