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Focus Financial Partners · 2 months ago

Account Manager, Sports

New York City, New York

Full-time

Onsite

Mid, Senior Level

$90K/yr - $115K/yr

3+ years exp

Gelfand, Rennert & Feldman is a leading full-service business management firm specializing in financial services for entertainers and high net worth individuals. The Account Manager, Sports will act as the primary point of contact for clients, overseeing day-to-day finances and managing a team to ensure high-quality service delivery.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate

Coordinate workflow of the Account Manager and Manager teams

Oversee daily client activity, including requests and timely follow up on all outstanding matters

Review work of Account Managers and Manager

Cash management by reviewing bank balances and statements and approving transfers as needed

Monitor credit card activity fraud alerts and credit score issue

Download credit card activity and order new credit card

Monitor Insurance renewals and claim

New client set up, including bank account

Assist with home and car purchases

Create tour packages in conjunction with tax department

Conduct tax research and multi-jurisdictional planning, and foreign touring clearance

Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc

Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedule

Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings

Coordinate with accounting/tax department to provide a continuum of service

Other projects and duties, as assigned

Qualification

Accounting principlesAuditing standardsMicrosoft OfficeAgilinkCCH AxcessClient servicesAnalytical thinkerTeam managementCommunication skillsInterpersonal skills

Required

High School Diploma or GED equivalent with 3+ years in a similar role in business management, client services, and/or touring is required

Advanced knowledge of accounting principles including, but not limited to: general ledger, AP/AR, insurance, payroll, bank reconciliations, financial statements and reporting

Advanced knowledge of auditing standards, procedures, laws and rule/regulations

Able to delegate, manage and train teams using clear instructions

Sense of urgency and demonstrated ability to follow through

Able to juggle a high volume of work and remain adept at constantly switching tasks

Strong verbal and written communication skills

Strong interpersonal skills to create and maintain a trusting relationship with staff and clients is crucial to this role

Supervision abilities, including leadership, development, and training

Advanced knowledge of Microsoft Office (Excel, Word, Outlook)

Be a self-motivated and detail-oriented analytical thinker

Work well independently and in a team environment

Have a working knowledge of a variety of professional sports and a desire to help professional athletes