Top 775 Asset management Jobs in Estero, Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Naples, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Air Interdiction Agent
Customs and Border Protection —Florida
- $88,509 - $163,996 a year
- Full-time
- Military
- Mid-level
- Travel
- Health insurance
- Dental insurance
Senior Director of Operational Accounting
Babcock Ranch Kitson & Partners —Punta Gorda, FL
- Online Application
- Background check
- Microsoft Excel
- CPA
- Disability insurance
- Health insurance
Quick Apply
Store Manager - Soma
Soma —Estero, FL
- Weekends as needed
- 18 years or older
- Merchandising
- Mid-level
Property Management Specialist
RPPM —Fort Myers, FL
- $18 - $22 an hour
- Weekends as needed
- Clean driving record
- Residential
- Driver's License
- Paid time off
- Professional development assistance
Quick Apply
2d
Maintenance Engineer, Hospitality
LaPlaya Beach & Golf Resort, a Noble House Resort —Naples, FL
- Weekends as needed
- Mid-level
- 3 years
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Branch Manager
Money Mart —Naples, FL
- CPR Certification
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
General Manager
KW PROPERTY MANAGEMENT & CONSULTING —Naples, FL
- $110,000 a year
- Weekends as needed
- Spanish
- Ability to walk for extended periods
- 5 years
Quick Apply
Financial Advisor - Training Provided| Uncapped Commission | For Career Changers (Fort Myers, FL)
Northwestern Mutual Striano Financial Group —Fort Myers, FL
- $82,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Training Provided| Uncapped Commission | Career Changers Welcome (Naples, FL)
Northwestern Mutual Striano Financial Group —Naples, FL
- $82,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Real Estate Agent, 100% Commission, Florida Brokerage
Nizz Realty Inc. —Florida
- $40,000 - $200,000 a year
- Part-time
- Mid-level
- Residential
- Real Estate License
- Flexible schedule
Quick Apply
Dealership Service Valet Attendant
DealerFLEX —Naples, FL
- $15 - $17 an hour
- Urgently hiring
- 18 years or older
- Clean driving record
- Dealership
- Opportunities for advancement
Quick Apply
Medical Assistant- Research
American Oncology Network, Inc. —Cape Coral, FL
- $20.78 - $36.53 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Computer literacy
Quick Apply
2d
Financial Representative Career Changer Opportunity
Northwestern Mutual - Lawhon Network —Naples, FL
- $80,000 - $95,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Physical Therapist Float
Concentra —Fort Myers, FL
- Full-time
- Float pool
- Experience working with individuals with disabilities
- Computer literacy
- Continuing education credits
- Commuter assistance
Advertising and Promotions Planning Manager
Seatmatch —Florida
- $80,000 - $110,000 a year
- Full-time
- Remote
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Registered Nurse
American Oncology Network, Inc. —Fort Myers, FL
- $26.22 - $48.71 an hour
- Overtime
- CPR Certification
- Nursing
- Vital signs
Quick Apply
CFO
Selby Jennings —Florida
- Remote
- 11+ years
- Travel
- Senior level
Quick Apply
2d
Special Assets Commercial Underwriter II
Busey Bank —Fort Myers, FL
- $80,000 - $110,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Business Development Manager - Crypto
Virgo US LLC —Florida
- From $60,000 a year
- Full-time
- Remote
- Spanish
- Marketing
- English
- Health insurance
- Dental insurance
Quick Apply

I want to receive the latest job alert for asset management in estero, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, FL

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
Business Administration
Account management

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 a related field preferred
Experience in brokerage operations and compliance within the financial services industry would be highly beneficial
Prior Raymond James experience preferred
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:
Clearwater, FL, with flexibility for candidates located in the Naples or Tampa areas to work from a nearby Steward Partners office.

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

asset management jobs in estero, fl

Registered Client Administrative Manager

Air Interdiction Agent

Senior Director of Operational Accounting

Store Manager - Soma

Property Management Specialist

Maintenance Engineer, Hospitality

Branch Manager

General Manager

Financial Advisor - Training Provided| Uncapped Commission | For Career Changers (Fort Myers, FL)

Financial Advisor - Training Provided| Uncapped Commission | Career Changers Welcome (Naples, FL)

Real Estate Agent, 100% Commission, Florida Brokerage

Dealership Service Valet Attendant

Medical Assistant- Research

Financial Representative Career Changer Opportunity

Physical Therapist Float

Advertising and Promotions Planning Manager

Registered Nurse

CFO

Special Assets Commercial Underwriter II

Business Development Manager - Crypto

I want to receive the latest job alert for asset management in estero, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected