Top 64 Atlantic Partners Jobs

Client Services Team Manager
North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc. —Newton Lower Falls, MA
- $100,000 - $140,000 a year
- Full-time
- Office
- Math
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Licensed Real Estate Agent – Keller Williams Southside (Jacksonville, FL)
Keller Williams Atlantic Partners —Jacksonville, FL
- $80,000 - $190,000 a year
- Part-time
- Hybrid work
- Mid-level
- Real Estate License
- Professional development assistance
- Flexible schedule
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Field Service Mechanic
Atlantic Energy Partners —Alexandria, LA
- $35 - $45 an hour
- Full-time
- CDL B
- Background check
- 5 years
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Patient Experience Specialist I
Atlantic Vision Partners —Lynchburg, VA
- $16 - $21 an hour
- Part-time
- Background check
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
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Surgical Coordinator
Atlantic Vision Partners —Danville, VA
- $20 - $26 an hour
- Full-time
- Background check
- Surgery
- Sales
- Paid holidays
- Disability insurance
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Ophthalmic Technician I
Atlantic Vision Partners —Forest, VA
- $17 - $22 an hour
- Part-time
- Background check
- Pass drug screening
- High school diploma or GED
- Paid training
- Opportunities for advancement
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Front Desk Patient Experience Lead
Atlantic Vision Partners —Farmville, VA
- $18 - $23 an hour
- Full-time
- OSHA
- HIPAA
- Mid-level
- Paid holidays
- Disability insurance
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Patient Experience Lead
Atlantic Vision Partners —Amherst, VA
- $18 - $23 an hour
- Full-time
- OSHA
- HIPAA
- Mid-level
- Paid holidays
- Disability insurance
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Optician
Atlantic Vision Partners —Danville, VA
- $16 - $29 an hour
- Full-time
- Background check
- Sales
- Merchandising
- Paid holidays
- Disability insurance
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Front Desk Lead
Atlantic Vision Partners —Fredericksburg, VA
- $18 - $23 an hour
- Full-time
- OSHA
- HIPAA
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Ophthalmic Scribe I
Atlantic Vision Partners —Norfolk, VA
- $16 - $19 an hour
- Full-time
- Background check
- Pass drug screening
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
14d
Associate Client Advisor
Acrisure Mid-Atlantic Partners Insurance Services, LLC —Wayne, PA
- Full-time
- Hospital
- Children
- Entry level
- Commuter assistance
- Paid parental leave
Consulting Actuary
Acrisure Mid-Atlantic Partners Insurance Services, LLC —Pittsburgh, PA
- $140,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Bachelor's degree
- Commuter assistance
- Paid parental leave
Clinical Outreach Coordinator
Atlantic Vision Partners —Vienna, VA
- $60,000 - $70,000 a year
- Full-time
- Marketing
- Mid-level
- Driver's License
- Paid holidays
- Disability insurance
Quick Apply
6d
Diagnostic Testing Technician
Atlantic Vision Partners —Danville, VA
- $15 - $17 an hour
- Full-time
- Background check
- Pass drug screening
- HIPAA
- Paid holidays
- Disability insurance
Quick Apply
7d
Regional Practice Manager
Atlantic Vision Partners —Williamsburg, VA
- Full-time
- Background check
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
Plant Manager - Injection Molding
Atlantic Partners —Detroit, MI
- $110,000 - $120,000 a year
- Full-time
- 5 years
- Engineering
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
8d
Practice Manager
Atlantic Vision Partners —Norfolk, VA
- $48,000 - $59,000 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Paid training
- Paid holidays
Quick Apply
2d
Power Bi Analyst
Atlantic Vision Partners —Vienna, VA
- $90,000 - $100,000 a year
- Full-time
- Background check
- Azure
- 5 years
- Paid training
- Paid holidays
Quick Apply
1d
Registered Nurse
Atlantic Vision Partners —Forest, VA
- Part-time
- Background check
- Nursing
- Surgery
- Paid holidays
- Disability insurance
Quick Apply
3d

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Client Services Team Manager

North Atlantic Investment Partners, LLC. - Raymond James Financial Services, Inc.
Newton Lower Falls, MA

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Job Details

Full-time
$100,000 - $140,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Correspondence management
Financial transaction processing
Accurate transaction records management
Series 7
Documentation tools
Math
Bachelor's degree
Financial records management
Presentation creation
Productivity software
Data accuracy checks
Experience practicing in the securities industry
Financial markets knowledge

Full Job Description

Job Description

We are seeking a personable and detail-oriented Client Services Team Manager to proactively support the Branch Manager and assist with efficient and high-quality client service. As a Client Services Team Manager at North Atlantic Investment Partners, you will coordinate and perform a range of support and operational duties.

Duties include:

Assisting the Branch Manager and Financial Advisors with client service, ad hoc requests and marketing efforts
Preparing reports by performing basic information gathering and analysis as directed
Establishing, maintaining and updating staff and client and compliance files, databases, records and/or other documents
Oversight of social media accounts and creation & distribution of mass client communications
Calendar managagement, scheduling and coordinating meetings, events, interviews and appointments
Preparing, processing and following up on client documentation for proper opening and maintenance of client accounts
Providing office management, including procurement, vendor management, answering telephones, maintaining office files and assisting office visitors

Requirements:

Bachelors degree
10 years experience in financial services industry
Series 7 Licensed
Experience using related technology, software planning tools and presentations
Working knowledge of investment concepts, practices and procedures used in the securities industry
Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines
Ability to closely monitor details and ensure that reports, correspondence and databases are accurate
Sufficient mathematics ability to process account and transaction information
Proficiency with Microsoft Office Suite

Benefits Base Salary Annual bonus potential

Health and dental insurance
Retirement plan with company match

Job Type: Full-time

Pay: $100,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

relevant: 5 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

Atlantic Partners jobs

Client Services Team Manager

Licensed Real Estate Agent – Keller Williams Southside (Jacksonville, FL)

Field Service Mechanic

Patient Experience Specialist I

Surgical Coordinator

Ophthalmic Technician I

Front Desk Patient Experience Lead

Patient Experience Lead

Optician

Front Desk Lead

Ophthalmic Scribe I

Associate Client Advisor

Consulting Actuary

Clinical Outreach Coordinator

Diagnostic Testing Technician

Regional Practice Manager

Plant Manager - Injection Molding

Practice Manager

Power Bi Analyst

Registered Nurse

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