Top 1649 Customer experience manager Jobs in Bessemer, 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
Industrial Manufacturing Supervisor
DeSHAZO LLC —Alabaster, AL
- $62,000 - $82,000 a year
- Mid-level
- Forklift
- Ability to lift 50 pounds
- AD&D insurance
- Paid holidays
Quick Apply
Sports Industry Territory Manager
Leading Edge Fundraising —Birmingham, AL
- $40,000 - $130,000 a year
- Full-time
- School experience
- High school
- Sales
- Paid training
- Work from home
Quick Apply
Electrical Branch Manager
IEG —Birmingham, AL
- $90,000 - $120,000 a year
- Overtime
- 5 years
- Microsoft Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
1d
Materials Manager
A. Stucki Company —Calera, AL
- Full-time
- 5 years
- Mid-level
- Analysis skills
- Health savings account
- Paid holidays
Quick Apply
8d
Assistant Manager (Bessemer)
Starboard Investments —Bessemer, AL
- Overtime
- 18 years or older
- Microsoft Outlook
- Mid-level
Quick Apply
Assistant Manager (McCalla)
Starboard Investments —Bessemer, AL
- Overtime
- 18 years or older
- Microsoft Outlook
- Mid-level
Quick Apply
Project Manager
Thermo Systems LLC —Birmingham, AL
- $95,000 - $140,000 a year
- Full-time
- 5 years
- Engineering
- Travel
- Health insurance
- Dental insurance
Quick Apply
Site Manager
Thermo Systems LLC —Birmingham, AL
- $105,000 - $135,000 a year
- Full-time
- Mid-level
- Leadership
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Project Manager
Thermo Systems LLC —Birmingham, AL
- $95,000 - $140,000 a year
- Full-time
- 5 years
- Engineering
- Travel
- Health insurance
- Dental insurance
Quick Apply
Site Manager
Thermo Systems LLC —Birmingham, AL
- $105,000 - $135,000 a year
- Full-time
- Mid-level
- Leadership
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Project Manager
Thermo Systems LLC —Birmingham, AL
- $95,000 - $140,000 a year
- Full-time
- 5 years
- Engineering
- Travel
- Health insurance
- Dental insurance
Quick Apply
Project Manager
Thermo Systems LLC —Birmingham, AL
- $95,000 - $140,000 a year
- Full-time
- 5 years
- Engineering
- Travel
- Health insurance
- Dental insurance
Quick Apply
Business Contact (BC) Manager-FedEx Ground
Confidential —Birmingham, AL
- $48,100 - $52,000 a year
- Full-time
- Background check
- Management
- English
Quick Apply
Software Engineer Lead
PNC Financial Services Group —Birmingham, AL
- $86,250 - $143,750 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Commissioning Manager
Thermo Systems LLC —Alabama
- $105,000 - $160,000 a year
- Full-time
- Hybrid work
- Engineering
- 3 years
- Travel
- Health insurance
- Dental insurance
Quick Apply
Service Manager
Forklift Systems —Birmingham, AL
- $72,000 - $91,000 a year
- Overtime
- Background check
- 5 years
- Basic math
- Health savings account
- Health insurance
Quick Apply
8d
Commission Territory Manager
CrossAmerica Partners —Birmingham, AL
- Full-time
- Marketing
- Merchandising
- Mid-level
Quick Apply
14d
Software Engineering Mgr. - Corporate Banking - PINACLE Application
PNC Financial Services Group —Birmingham, AL
- $100,100 - $204,490 a year
- Weekends as needed
- Office
- 3 years
- SQL
- Wellness program
- Health savings account
Assistant Manager (Alabaster)
Starboard Investments —Alabaster, AL
- $11 - $15 an hour
- Overtime
- 18 years or older
- Microsoft Outlook
- Mid-level
Quick Apply

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customer experience manager jobs near bessemer, 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
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

customer experience manager jobs in bessemer, al

Registered Client Administrative Manager

Industrial Manufacturing Supervisor

Sports Industry Territory Manager

Electrical Branch Manager

Materials Manager

Assistant Manager (Bessemer)

Assistant Manager (McCalla)

Project Manager

Site Manager

Project Manager

Site Manager

Project Manager

Project Manager

Business Contact (BC) Manager-FedEx Ground

Software Engineer Lead

Commissioning Manager

Service Manager

Commission Territory Manager

Software Engineering Mgr. - Corporate Banking - PINACLE Application

Assistant Manager (Alabaster)

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