Top 232 Metra Jobs | SimplyHired

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Veterinarian
March Animal Hospital —Arlington Heights, IL
- $120,000 - $150,000 a year
- Part-time
- Private practice
- Mid-level
- In-person
- Continuing education credits
- Health insurance
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Dental Assistant
United Dental Partners —Aurora, IL
- $18 - $21 an hour
- Full-time
- Background check
- Spanish
- Dental office
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- Paid holidays
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MDS Coordinator
Clark Manor —Chicago, IL
- Part-time
- In person
- CPR Certification
- Nursing
- Skilled nursing facility
- Disability insurance
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Execution Services Analyst
Phillip Capital Inc. —Chicago, IL
- $95,000 - $115,000 a year
- Email
- Hybrid work
- Background check
- Computer Science
- 5 years
- Free parking
- Paid parental leave
Quick Apply
Line Cook
The Henry —Wilmette, IL
- $19 - $24 an hour
- Weekends as needed
- US work authorization
- Cleaning
- 1 year
- Health insurance
- Dental insurance
Quality Control Team Lead
Fibreworks Composites LLC —Mooresville, NC
- Weekends as needed
- Mid-level
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
10d
Licensed Practical Nurse, LPN
Warren Barr South Loop —Chicago, IL
- $31.00 - $44.50 an hour
- Full-time
- Skilled nursing facility
- Mid-level
- LPN
- Disability insurance
- Health insurance
Quick Apply
Team Member
Dunkin' —Oak Lawn, IL
- Part-time
- No education required
- No experience needed
- Quick service & fast food restaurant
- Flexible schedule
Quick Apply
Housekeeper
Warren Barr South Loop —Chicago, IL
- Full-time
- In person
- Skilled nursing facility
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Globalization Operations Specialist
Rotary International —Remote
- $68,400 - $76,000 a year
- Remote
- Microsoft Excel
- 5 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Planning Analyst
OrganOx —Madison, NJ
- $70,000 - $90,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
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Editor
Rotary International —Evanston, IL
- $81,000 - $90,000 a year
- Public speaking
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Dishwasher
The Henry —Wilmette, IL
- $17 - $20 an hour
- Weekends as needed
- US work authorization
- Restaurant
- Restaurant experience
- Health insurance
- Dental insurance
Warehouse Associate
Metra Electronics Corporation —Glendale, AZ
- $16 - $18 an hour
- Overtime
- In person
- Forklift
- Ability to lift 50 pounds
- Warehouse
- Paid holidays
- Health insurance
Quick Apply
Research & Instruction Librarian, Science
Chicago State University —Chicago, IL
- Weekends as needed
- Remote
- Engineering
- Mid-level
- University
Product Engineer
OrganOx —Madison, NJ
- $80,000 - $95,000 a year
- English
- Mid-level
- Continuous improvement
- Paid holidays
- Disability insurance
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Concierge Agent
tastytrade —Chicago, IL
- $60,000 - $65,000 a year
- Office
- Continuous improvement
- 1 year
- Commuter assistance
- Health insurance
Quick Apply
10d
Human Resources Generalist
OMI Industries Inc —Palatine, IL
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
- Dental insurance
- Vision insurance
Quick Apply
Legal Admin - Media
Mandarich Law Group, LLP —Chicago, IL
- $19 - $23 an hour
- Full-time
- Microsoft Word
- Office
- Entry level
- Paid parental leave
- Disability insurance
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

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

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

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

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory 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.

Key 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:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
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
Strong communication skills
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

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

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

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

Metra jobs

Registered Client Administrative Manager

Veterinarian

Dental Assistant

MDS Coordinator

Execution Services Analyst

Line Cook

Quality Control Team Lead

Licensed Practical Nurse, LPN

Team Member

Housekeeper

Globalization Operations Specialist

Planning Analyst

Editor

Dishwasher

Warehouse Associate

Research & Instruction Librarian, Science

Product Engineer

Concierge Agent

Human Resources Generalist

Legal Admin - Media

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