Top 99 Customer relations Jobs in Naples, 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
9d
Hospitality Manager
The Photography Concierge LLC —Marco Island, FL
- $67,000 - $77,000 a year
- 8 hour shift
- Mid-level
- Hotel
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Client Services Support Specialist
Private Capital Management —Naples, FL
- $45,000 - $55,000 a year
- Full-time
- Background check
- Marketing
- Social media management
- Health insurance
- Dental insurance
Quick Apply
Territory Service and Sales Representative
Autotality LLC —Florida
- Full-time
- Background check
- Clean driving record
- Customer service
- Flexible schedule
Quick Apply
Customer Service Representative
UMI Stone/Opustone —Naples, FL
- Overtime
- Bilingual
- Microsoft Outlook
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Customer Relationship Officer
National Bank of Canada —Naples, FL
- Full-time
- Computer literacy
- English
- Research
Client Relations Administrator - Bonita Springs, FL
Advisor Talent Solutions —Bonita Springs, FL
- $50,000 a year
- Monday to Friday
- English
- Office
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Client Services Coordinator
Kushi Law Firm, P.A. —Naples, FL
- $22 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Customer Service Representative - State Farm Agent Team Member
Kelly Richards - State Farm Agent —Naples, FL
- $50,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Client Relationship Manager
NEST of Florida —Bonita Springs, FL
- From $60,000 a year
- Mid-level
- High school diploma or GED
- Travel
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
Kimball Midwest —Naples, FL
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
Customer Relations Representative - State Farm Agent Team Member
Rich Mathews - State Farm Agent —Estero, FL
- $45,000 - $50,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Customer Service Insurance Advisor
Allstate Insurance Agency - Ted Todd —Estero, FL
- $22 - $28 an hour
- Part-time
- Office
- Administrative experience
- High school diploma or GED
- Paid time off
- Flexible schedule
Quick Apply
Events Solutions Consultant
FedEx —Marco Island, FL
- $21.14 - $29.59 an hour
- Full-time
- Mid-level
- Presentation skills
- Travel
- Health insurance
- Dental insurance
Wealth Management Client Associate
Bank of America —Naples, FL
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
5d
Entrepreneur Territory Specialist
American Made Beverages —Naples, FL
- Up to $200,000 a year
- Contract
- Mid-level
- Analysis skills
- Contracts
Quick Apply
14d
Territory Account Manager
Watsco —Naples, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Heavy lifting
Enterprise Sales Executive
NexGen Networks —Naples, FL
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
Business Development Manager
United Land Services —Naples, FL
- Weekends as needed
- Clean driving record
- Customer service
- Ability to walk for extended periods
- Fuel card
- Health insurance
Quick Apply
Account Manager (South Florida area)
ParetoHealth —Naples, FL
- 5 years
- Mid-level
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply

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customer relations jobs near naples, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, FL

Quick Apply

Job Details

Full-time
9 days ago

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

customer relations jobs in naples, fl

Registered Client Administrative Manager

Hospitality Manager

Client Services Support Specialist

Territory Service and Sales Representative

Customer Service Representative

Customer Relationship Officer

Client Relations Administrator - Bonita Springs, FL

Client Services Coordinator

Customer Service Representative - State Farm Agent Team Member

Client Relationship Manager

Sales Representative

Customer Relations Representative - State Farm Agent Team Member

Customer Service Insurance Advisor

Events Solutions Consultant

Wealth Management Client Associate

Entrepreneur Territory Specialist

Territory Account Manager

Enterprise Sales Executive

Business Development Manager

Account Manager (South Florida area)

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