Top 928 Global partners Jobs

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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Veterinarian
Global Talent Partners —Wesley Chapel, FL
- $120,000 - $150,000 a year
- Mid-level
- Surgery
- US work authorization
- Paid holidays
- Dental insurance
Quick Apply
Veterinarian
Global Talent Partners —Land O' Lakes, FL
- $130,000 - $140,000 a year
- Mid-level
- Surgery
- Operating room
- Health insurance
- Dental insurance
Quick Apply
Veterinarian (DVM)
Global Talent Partners —Savannah, GA
- $160,000 - $175,000 a year
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Dental insurance
- Paid time off
Quick Apply
Associate Veterinarian
Global Talent Partners —Warner Robins, GA
- $160,000 - $180,000 a year
- Mid-level
- Surgery
- Operating room
- Paid parental leave
- Health insurance
Quick Apply
Associate Veterinarian
Global Talent Partners —Dania Beach, FL
- $120,000 - $140,000 a year
- Full-time
- Private practice
- Mid-level
- Medical-surgical
- Health insurance
- Dental insurance
Quick Apply
Emergency Veterinarian
Global Talent Partners —Sugar Hill, GA
- Up to $190,000 a year
- Weekends as needed
- Surgery
- US work authorization
- Acute care experience
- Paid holidays
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Albany, NY
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Veterinarian (DVM)
Global Talent Partners —Beaufort, SC
- $160,000 - $175,000 a year
- Mid-level
- Experience equivalent to degree accepted
- Communication skills
- Dental insurance
- Paid time off
Quick Apply
Veterinarian
Global Talent Partners —Queen Anne, WA
- 1 year
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
10d
Veterinarian
Global Talent Partners —Capitol Hill, WA
- $120,000 - $160,000 a year
- Surgery
- Patient care
- 1 year
- Health savings account
- Relocation assistance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
10d
Veterinarian / DVM Partner
Global Talent Partners —Salt Lake City, UT
- $150,000 - $250,000 a year
- Mid-level
Quick Apply
Emergency Veterinarian
Global Talent Partners —Idaho Falls, ID
- $100,000 - $170,000 a year
- 11+ years
- ER
- Entry level
- Relocation assistance
- Health insurance
Quick Apply
Emergency Veterinarian
Global Talent Partners —Mount Dora, FL
- $130,000 - $180,000 a year
- Full-time
- Mid-level
- Acute care experience
- Health insurance
- Dental insurance
Quick Apply
Emergency Veterinarian
Global Talent Partners —Phoenix, AZ
- $160,000 - $220,000 a year
- ER
- Senior level
- Leadership
- Continuing education credits
- Paid parental leave
Quick Apply
Veterinarian
Global Talent Partners —Philadelphia, PA
- $120,000 - $180,000 a year
- Mid-level
- 3 years
- Surgery
- Paid time off
- Employee discount
Quick Apply
Veterinarian
Global Talent Partners —Syracuse, NY
- $120,000 - $150,000 a year
- Mid-level
- Surgery
- Operating room
- Paid parental leave
- Health insurance
Quick Apply
10d

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Portsmouth, NH

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Executive administrative support
Employee relationship building
Bachelor's degree
Client services experience
Organizational skills
Account management experience

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Active FINRA Series 7 and 66 (or 63 and 65) licenses (or ability to obtain)
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

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