Top 1712 Client manager Jobs in Bronx, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Client Services Supervisor
Confidential —New York, NY
- $65,000 - $72,000 a year
- Full-time
- Background check
- Management
- Sales
- Health insurance
- Dental insurance
Client Manager
Mission Staffing —New York, NY
- $66,291.41 - $79,834.82 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee assistance program
Quick Apply
Client Market Risk Manager, Futures
Macquarie Group Limited —New York, NY
- $181,000 - $225,000 a year
- Full-time
- 5 years
- Office
- Finance
- Paid parental leave
- Health savings account
Agency Customer Success Manager
Smartly —New York, NY
- $75,000 - $90,000 a year
- Mid-level
- Presentation skills
- Continuous improvement
- Paid holidays
- Health insurance
12d
Client Success Manager
Confidential —Manhattan, NY
- $80,000 - $115,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Coordination Manager (Fully In-Office)
Alteva RCM —New York, NY
- $115,000 - $125,000 a year
- Office
- Senior level
- Leadership
- Disability insurance
- Health insurance
Quick Apply
Customer Onboarding Specialist - Coffee (Upstate New York)
Nestlé USA —New York, NY
- $90,000 - $115,000 a year
- Weekends as needed
- Merchandising
- Public speaking
- Mid-level
- Health insurance
- 401(k) matching
7d
Client Success Manager
Addition Wealth —New York, NY
- $80,000 - $120,000 a year
- Full-time
- Mid-level
- Travel
- 2 years
- Paid parental leave
- Health insurance
14d
Client Manager (US)
nPlan —New York, NY
- $120,000 - $150,000 a year
- Remote
- Mid-level
- Travel
- Leadership
- Health insurance
- Flexible schedule
Associate, Alternatives Distribution and Client Services
Macquarie Group Limited —New York, NY
- $110,000 - $150,000 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
9d
Client Account Manager - Field Based
Confidential —New York, NY
- $55,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Travel reimbursement
- Health insurance
Quick Apply
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Customer Account Manager
Arkwin Industries —Bethpage, NY
- $75,000 - $85,000 a year
- Full-time
- Background check
- Basic math
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
Transition Specialist Representative - New Jersey
PAYCOM —Jersey City, NJ
- $100,000 a year
- Full-time
- Microsoft Outlook
- Public speaking
- Research
Quick Apply
Corporate Insurance Specialist
InsuranceStaffing.com —New York, NY
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
Senior Client Service Manager
Gallagher —New York, NY
- $82,000 - $136,500 a year
- Full-time
- High school diploma or GED
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health savings account
Private Client Services Manager
Gallagher —Rye Brook, NY
- $84,000 - $140,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
7d
Private Client Services Manager
Gallagher —Rye Brook, NY
- $65,500 - $127,500 a year
- High school diploma or GED
- Analysis skills
- Supervising experience
7d
Senior Case Manager
Catholic Charities Community Services —Bronx, NY
- $30.29 - $31.25 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

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
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 63

Full 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 through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· 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

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

client manager jobs in bronx, ny

Registered Client Administrative Manager

Client Services Supervisor

Client Manager

Client Market Risk Manager, Futures

Agency Customer Success Manager

Client Success Manager

Client Coordination Manager (Fully In-Office)

Customer Onboarding Specialist - Coffee (Upstate New York)

Client Success Manager

Client Manager (US)

Associate, Alternatives Distribution and Client Services

Client Account Manager - Field Based

Associate Business Analyst, Client

Customer Account Manager

Transition Specialist Representative - New Jersey

Corporate Insurance Specialist

Senior Client Service Manager

Private Client Services Manager

Private Client Services Manager

Senior Case Manager

I want to receive the latest job alert for client manager in bronx, ny

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