Top 8 Registered client administrative manager Jobs in Birmingham Al

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Business Administrative Specialist
Northwest Registered Agent —Birmingham, AL
- $20.50 an hour
- Full-time
- Background check
- Research
- Office
- Paid parental leave
- Health savings account
Quick Apply
5d
Supervisory Loan Specialist (Commercial)
US Small Business Administration —Birmingham, AL
- $124,085 - $161,313 a year
- Temporary
- Hybrid work
- Background check
- Writing skills
- Pass drug screening
11d
Registered Nurse (Nurse Recruiter)
US Veterans Health Administration —Birmingham, AL
- $74,452 - $141,938 a year
- Online Application
- Background check
- Nursing
- Doctoral degree
- Paid holidays
- Dental insurance
1d
Dialysis Vascular and Peritoneal Access Coordinator
US Veterans Health Administration —Birmingham, AL
- $75,452 - $141,938 a year
- Online Application
- Background check
- Nursing
- Doctoral degree
- Paid holidays
- Loan repayment program
1d
ENVIRONMENTAL SERVICES MANAGER, HOSPITAL
TouchPoint —Birmingham, AL
- Full-time
- Acute care
- Background check
- Microsoft Excel
- Commuter assistance
- Paid parental leave
Quick Apply
Registered Nurse - Inpatient Staff
US Veterans Health Administration —Birmingham, AL
- $80,364 - $152,817 a year
- Weekends as needed
- Background check
- Nursing
- Doctoral degree
- Paid holidays
- Loan repayment program
SUPERVISOR-NURSE HOME VISITOR (Covington, Coffee, Dale, Geneva, Houston, and Henry counties of Alabama)
University of Alabama at Birmingham —Birmingham, AL
- $62,355 - $101,325 a year
- Day shift
- Nursing
- RN License
- Mid-level

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Regional Account Manager - Primary Care & Ancillary
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Veterinary Practice Manager
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12d

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registered client administrative manager jobs near birmingham al

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Birmingham, AL

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
Administrative experience
Series 7
Bachelor's degree
Calendar management
Client services
FINRA License
Financial services

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 required (or ability to obtain within 180 days)
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

Refine Your Search

registered client administrative manager jobs in birmingham al

Registered Client Administrative Manager

Business Administrative Specialist

Supervisory Loan Specialist (Commercial)

Registered Nurse (Nurse Recruiter)

Dialysis Vascular and Peritoneal Access Coordinator

ENVIRONMENTAL SERVICES MANAGER, HOSPITAL

Registered Nurse - Inpatient Staff

SUPERVISOR-NURSE HOME VISITOR (Covington, Coffee, Dale, Geneva, Houston, and Henry counties of Alabama)

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