Account Manager

Emerge is a business management and family office firm that provides concierge‑level support to help simplify complex financial lives. We work behind the scenes to organize, manage, and coordinate the many moving parts of our clients’ financial worlds—bringing structure, clarity, and peace of mind as those lives grow and evolve.

Our team values collaboration, attention to detail, and thoughtful service, and takes pride in doing meaningful work that truly makes a difference for the people we support.

Position Summary

The Account Manager serves as a trusted day-to-day partner and primary point of contact, acting as the central hub for a client’s financial life. Supporting high-net-worth individuals, families, and closely held entities, this role coordinates financial and operational details, drives timely follow-through, and collaborates with internal teams and external professionals (CPAs, attorneys, advisors, and insurance partners) to keep work accurate, organized, and moving forward. The ideal candidate brings sound judgment, discretion, and a high-service mindset grounded in integrity and transparency.

Primary Responsibilities

• Serve as the primary point of contact for assigned clients, providing high-touch service and proactive communication; translate requests into clear next steps and coordinate execution across internal teams and external advisors
• Own the client service workflow end-to-end—intake, prioritization, tracking, and closure—maintaining visibility to open items and ensuring deadlines and service standards are met
• Support cash management activities, including reviewing bank balances and transactions, preparing and processing transfers and wires, and maintaining appropriate documentation and approvals
• Coordinate insurance administration (renewals, policy changes, and claims) in partnership with brokers/advisors; track timelines and ensure accurate, complete records
• Lead new client onboarding and account setup, including opening bank accounts and establishing required documentation, access, and internal workflows
• Support major personal and asset purchases (e.g., homes, vehicles) by coordinating documentation, funding logistics, and communications with lenders, agents, and other counterparties
• Assist with financial transactions and reporting support, including 1099 administration and coordination of annual/quarterly filings in partnership with accounting and tax providers
• Contribute to process improvements and special projects as needed; maintain a solutions-oriented mindset and willingness to support the team where priorities require

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field strongly preferred
• 4 years of experience in business management and/or a family office environment, supporting high-touch client service and time-sensitive deliverables
• 3 years in a client service role requiring proactive communication, organization, and consistent follow-through
• Working knowledge of core accounting and finance operations, including general ledger fundamentals, AP/AR, payroll coordination, bank reconciliations, insurance administration, and financial statements
• Experience with AgilLink
• Advanced proficiency with Microsoft Excel and comfort working across accounting systems, client portals, and databases; able to learn new tools quickly
• Ability to provide clear direction and support to teammates (delegating, managing, and training) while maintaining accountability for outcomes
• Demonstrated ability to manage a high volume of work with strong prioritization, adaptability, and attention to detail
• Excellent written and verbal communication skills, strong interpersonal judgment, and professional discretion; effective time management, active listening, and critical thinking

Pay: $90,000.00 - $115,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Experience:

• Business management: 4 years (Required)

Work Location: In person

Salary : $90,000 - $115,000