Account Manager

Focus Partners Wealth(3 months ago)

United States, Century City, Los Angeles, CA, Encino, CAOnsiteFull TimeSenior$77,000 - $117,500Business Management

About this role

Gelfand, Rennert & Feldman is seeking an Account Manager to serve as the main contact for clients, overseeing financial activities and managing a team of bookkeepers. The role includes client communication, financial oversight, and coordination with internal resources, supporting high-net-worth individuals and entertainment industry clients.

View Original Listing

Required Skills

Accounting
Financial Statements
Bookkeeping
Excel
Client Relations
General Ledger
Payroll
Bank Reconciliation
Cash Management
Financial Reporting

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

View more jobs at Focus Partners Wealth →