Top 59739 Client relationship manager Jobs

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
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Pamal Broadcasting —Glens Falls, NY
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Property & Casualty - Relationship Manager
Summit Ag Inc —West Point, NE
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- Microsoft Outlook
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Regional Sales Manager (North Cal Territory)
Word & Brown Companies —Sonoma County, CA
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Business Development Manager - Commercial HVAC & Plumbing Sales (Cleveland, Akron, Canton, Ohio)
Enervise —Cleveland, OH
- $60,000 - $90,000 a year
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- 5 years
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Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
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- US work authorization
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Business Development Manager (Outside Sales)
Tube Supply —Moore, OK
- Weekends as needed
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- Bachelor's degree
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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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DIGITAL SALES MANAGER - PAMAL BROADCASTING
Pamal Broadcasting —Albany, NY
- $70,000 - $85,000 a year
- Full-time
- Google Workspace
- Marketing
- Mid-level
- Health savings account
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Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
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Regional Sales Manager
G&G Garbage LLC —Watford City, ND
- $45,000 - $50,000 a year
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
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Account Manager-Commercial Lines
Superior Insurance Partners —Mount Sinai, NY
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Commercial
- Health insurance
- Dental insurance
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Para Planner, Client Relationship Manager
Karl & Associates Inc —Elkhorn, WI
- $50,000 - $79,680 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k) matching
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7d
Insurance- Commercial Lines Account Manager
Lechner & Stauffer, Inc. —Pennsburg, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
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Digital Sales Consultant
GFR MEDIA —Guaynabo, PR
- $50,000 - $60,000 a year
- Full-time
- Hybrid work
- Spanish
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Marketing Automation Strategist
CreativeOne —Leawood, KS
- From $75,000 a year
- Full-time
- Background check
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- 5 years
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Account Manager
FPS Apparel —Chester, NY
- $20 - $23 an hour
- Full-time
- CRM software
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Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Team Based Financial Advisor – Legacy West Financial Consultants - Bellevue, WA
Thrivent —Bellevue, WA
- $75,000 - $90,000 a year
- Background check
- Microsoft Excel
- Salesforce
- AD&D insurance
- Health insurance
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Portsmouth, NH

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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
Organizational skills

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 (or ability to obtain)
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

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