Top 2133 Customer Service Administrator Jobs

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
Client Service Administrator / Office Administrator — CPA Firm
Major Accountancy Group —Monterey, CA
- $28 - $35 an hour
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
- Paid time off
Quick Apply
Executive Assistant to the Director of Revenue and Client Services
Integritas Emergency Physician Services —Carbondale, IL
- $23.08 - $25.96 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Disability insurance
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12d
Client Administrative Manager
Steward Partners Global Advisory LLC —Albany, NY
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Front Desk Dental Administrator
Haddad Dental PC —Easton, PA
- $23 - $25 an hour
- Full-time
- Dental office
- Customer service
- HIPAA
- Health insurance
- 401(k)
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
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Customer Service & Business Office Associate
Hemsley House of Lenexa —Lenexa, KS
- Weekends as needed
- Microsoft Outlook
- Pass drug screening
- Administrative experience
- Paid holidays
- Disability insurance
4d
Administrative Relationship Manager Assistant Director - NYC
EY —New York, NY
- $91,900 - $195,200 a year
- Mid-level
- Microsoft Office
- 8 years
- Paid holidays
- Health insurance
Customer Service & Logistics Manager
RAD Curbside, Inc —Driggs, ID
- $20 - $24 an hour
- Full-time
- Spanish
- Customer service
- English
- Paid training
- Health insurance
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Admin/Front Desk Assistant (Healthcare / Medical)
Zodiac Healthcare —Lexington, MA
- $23.50 - $25.50 an hour
- Contract
- Administrative experience
- In-person
- Epic
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4d
Administrative Assistant-Medical Front Office
Center for Rheumatology —Los Angeles, CA
- From $22 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Administrative & Customer Support Specialist Multiple Openings
Hire Sync —Stow, OH
- $19 - $21 an hour
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Opportunities for advancement
Quick Apply
4d
Front Desk Administrator
MeBe —Bellevue, WA
- $20 - $23 an hour
- Full-time
- Google Workspace
- Children
- Communication skills
- AD&D insurance
- Disability insurance
Quick Apply
Front Desk Receptionist/HR Assistant
Contech Engineered Solutions LLC —West Chester, OH
- Online Application
- Mid-level
- Office
- Administrative experience
Administrator, Customer Account Services - TForce Freight
TForce Freight —Richmond, VA
- Full-time
- Mid-level
- Microsoft Office
- Analysis skills
Front Desk Concierge
High Country Search Group —Avon, CO
- $26 - $29 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
11d
Client Service Administrator (Financial Services)
Atlantic Group —Philadelphia, PA
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
5d
Administrator (Korean-English Bilingual)
Packaging Wholesale —Commerce, CA
- $52,000 - $55,000 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- Bachelor's degree
Quick Apply
Administrator, Customer Account Services - TForce Freight
TForce Freight —Richmond, VA
- Full-time
- Mid-level
- Microsoft Office
- Analysis skills
Administrator, Customer Account Services - TForce Freight
TForce Freight —Henrico County, VA
- Full-time
- Mid-level
- Microsoft Office
- Analysis skills

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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

Customer Service Administrator jobs

Registered Client Administrative Manager

Client Service Administrator / Office Administrator — CPA Firm

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Client Administrative Manager

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Registered Client Administrative Manager

Customer Service & Business Office Associate

Administrative Relationship Manager Assistant Director - NYC

Customer Service & Logistics Manager

Admin/Front Desk Assistant (Healthcare / Medical)

Administrative Assistant-Medical Front Office

Administrative & Customer Support Specialist Multiple Openings

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Front Desk Receptionist/HR Assistant

Administrator, Customer Account Services - TForce Freight

Front Desk Concierge

Client Service Administrator (Financial Services)

Administrator (Korean-English Bilingual)

Administrator, Customer Account Services - TForce Freight

Administrator, Customer Account Services - TForce Freight

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