Top 3997 Asset manager Jobs in Alabama

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
Sales Coordinator
StressCrete Group —Northport, AL
- Full-time
- ERP systems
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Group Sales Manager
Renaissance Montgomery Hotel & Spa at the Convention Center —Montgomery, AL
- From $60,000 a year
- Background check
- Mid-level
- 3 years
- Relocation assistance
- Health insurance
Quick Apply
Nurse Manager (RN)- Medical/Surgical UNIT - Andalusia Health
Andalusia Health —Andalusia, AL
- Full-time
- Acute care
- Background check
- Nursing
- Health insurance
- Dental insurance
Quick Apply
Accountant
Clarke-Washington EMC —Jackson, AL
- $20 - $40 an hour
- Overtime
- Mid-level
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
Quick Apply
8d
Multi-Site Community Manager - Decatur, AL
Vicinia Property Management —Decatur, AL
- Full-time
- Mid-level
- Residential
- Apartments
Quick Apply
Mechanical Specialist
Linde —Theodore, AL
- Full-time
- 5 years
- Computer literacy
- Maintenance
- Health savings account
- Paid holidays
Quick Apply
6d
Senior Technician - Birmingham
Hoist & Crane Service Group Inc —Alabaster, AL
- Overtime
- Clean driving record
- OSHA
- Customer service
Quick Apply
Maintenance Technician
CAHEC MANAGEMENT INC —Alexander City, AL
- $23 - $24 an hour
- Part-time
- 3 years
- Travel
- Mentoring
- Disability insurance
- Health insurance
Plant Manager
James Hardie —Prattville, AL
- Bachelor's degree
- Mentoring
- Senior level
- Wellness program
- Paid jury duty
Quick Apply
Integration & Acquisitions Manager
Warren Averett Executive Search & Recruiting —Birmingham, AL
- $125,000 - $150,000 a year
- Full-time
- CPA
- 5 years
- Office
Quick Apply
6d
Food Prep Worker
Aramark —Auburn University, AL
- $12 - $14 an hour
- Full-time
- Basic math
- In-person
- Communication skills
1d
Cook
Aramark —Auburn University, AL
- $13 - $14 an hour
- Full-time
- Basic math
- In-person
- Communication skills
1d
Territory Manager, Surgical Workflows (AL/MS)
Getinge —Montgomery, AL
- $80,000 - $88,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Surgery
- Commuter assistance
- Disability insurance
Barista
Aramark —Auburn University, AL
- $12 an hour
- Full-time
- Serving
- In-person
- Ability to lift 25 pounds
1d
Lineside Inventory and Planning Assistant Manager
Hyundai Glovis —Montgomery, AL
- $71,000 - $78,000 a year
- Overtime
- Bilingual
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Food Service Worker
Aramark —Auburn University, AL
- $12 an hour
- Full-time
- In-person
- Ability to lift 25 pounds
- Entry level
1d
Audio Visual Project Manager
Reliant Media LLC —Birmingham, AL
- $60,000 - $80,000 a year
- Weekends as needed
- Background check
- Customer service
- Writing skills
- Relocation assistance
- Health insurance
Quick Apply
Catering Service Worker
Aramark —Auburn University, AL
- $15 an hour
- Weekends as needed
- Ability to lift 50 pounds
- In-person
- Communication skills
1d
Director of Sales - Alabama State University Athletics
Peak Sports MGMT —Montgomery, AL
- $50,000 a year
- Full-time
- Background check
- Senior level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
8d

I want to receive the latest job alert for asset manager in alabama

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 -
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
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
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

asset manager jobs in alabama

Registered Client Administrative Manager

Sales Coordinator

Group Sales Manager

Nurse Manager (RN)- Medical/Surgical UNIT - Andalusia Health

Accountant

Multi-Site Community Manager - Decatur, AL

Mechanical Specialist

Senior Technician - Birmingham

Maintenance Technician

Plant Manager

Integration & Acquisitions Manager

Food Prep Worker

Cook

Territory Manager, Surgical Workflows (AL/MS)

Barista

Lineside Inventory and Planning Assistant Manager

Food Service Worker

Audio Visual Project Manager

Catering Service Worker

Director of Sales - Alabama State University Athletics

I want to receive the latest job alert for asset manager in alabama

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected