Top 1743 Client manager Jobs in Paramus, Nj

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
Client Relationship Manager - Millburn, NJ
Charles Schwab —Millburn, NJ
- $32.79 - $67.07 an hour
- Mid-level
- Office
- Supervising experience
- Paid parental leave
- Employee stock purchase plan
Project Manager & Client Services - Large Format Printing
Confidential —Carlstadt, NJ
- $80,000 - $85,000 a year
- Full-time
- Merchandising
- Mid-level
- Quality control
- Health insurance
- Dental insurance
Quick Apply
10d
Customer Service Specialist
Emmi Dessert USA —Kenilworth, NJ
- $70,000 a year
- Full-time
- Customer service
- ERP systems
- English
- Health savings account
- Health insurance
Quick Apply
Employment Case Manager JOBS Program
The Kintock Group —Paterson, NJ
- Full-time
- Mid-level
- 1 year
Sales Support Specialist
PROMOTION IN MOTION INC —Park Ridge, NJ
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Specialist - New York City, NY (Grand Central)
Charles Schwab —New York, NY
- $29.38 - $42.07 an hour
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
2d
Case Manager Supervisor
Jamaica Hospital Medical Center —Jamaica, NY
- From $160,000 a year
- Full-time
- Nursing
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Case Manager (Bilingual in Mandarin/English)
Selfhelp Community Services —Flushing, NY
- $54,000 - $56,400 a year
- Full-time
- Customer service
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Case Manager (Bilingual in Korean/English)
Selfhelp Community Services —Fresh Meadows, NY
- $54,000 - $56,400 a year
- Full-time
- Customer service
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Electronic Health record and practice management client service coordinator
Enable Healthcare Inc. —Park Ridge, NJ
- $44,000 a year
- Evenings as needed
- Hybrid work
- Microsoft Excel
- Medical office experience
- HIPAA
Quick Apply
Agency Customer Success Manager
Smartly —New York, NY
- $75,000 - $90,000 a year
- Mid-level
- Presentation skills
- Continuous improvement
- Paid holidays
- Health insurance
8d
Case Manager for Supportive Housing
Community Counseling and Mediation —Brooklyn, NY
- $60,000 - $65,000 a year
- Email
- Background check
- Spanish
- Addiction Medicine
- Dental insurance
- Flexible spending account
Quick Apply
Client Account Manager - Field Based
Confidential —New York, NY
- $55,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Travel reimbursement
- Health insurance
Quick Apply
Case Manager
Urban Pathways, Inc. —Bronx, NY
- $23.93 - $32.30 an hour
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Transition Specialist Representative - New Jersey
PAYCOM —Jersey City, NJ
- $100,000 a year
- Full-time
- Microsoft Outlook
- Public speaking
- Research
Quick Apply
13d
Client Solutions Partner, Uber Advertising (Restaurants, Mid Market)
Uber —New York, NY
- $129,167 - $143,333 a year
- Full-time
- Office
- 3 years
- Organizational skills
Case Manager - Community Guardianship Program
Selfhelp Community Services —New York, NY
- $50,000 - $52,400 a year
- 8 hour shift
- Hybrid work
- Customer service
- Office
- Driver's License
- Health savings account
- Health insurance
Quick Apply
Senior Client Service Manager
Gallagher —New York, NY
- $82,000 - $136,500 a year
- Full-time
- High school diploma or GED
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health savings account
Mentally Ill Chemical Abuse (MICA) Specialist/Case Manager
Community Counseling and Mediation —Brooklyn, NY
- $57,000 - $62,000 a year
- Full-time
- Bilingual
- Spanish
- Addiction Medicine
- Health insurance
- Dental insurance
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

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

Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 63

Full 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 through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· 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 required

· 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

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

client manager jobs in paramus, nj

Registered Client Administrative Manager

Client Relationship Manager - Millburn, NJ

Project Manager & Client Services - Large Format Printing

Customer Service Specialist

Employment Case Manager JOBS Program

Sales Support Specialist

Client Relationship Specialist - New York City, NY (Grand Central)

Case Manager Supervisor

Case Manager (Bilingual in Mandarin/English)

Case Manager (Bilingual in Korean/English)

Electronic Health record and practice management client service coordinator

Agency Customer Success Manager

Case Manager for Supportive Housing

Client Account Manager - Field Based

Case Manager

Transition Specialist Representative - New Jersey

Client Solutions Partner, Uber Advertising (Restaurants, Mid Market)

Case Manager - Community Guardianship Program

Senior Client Service Manager

Mentally Ill Chemical Abuse (MICA) Specialist/Case Manager

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