Top 1363 Asset manager Jobs in Clearwater, Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Computer Engineer for Calibration Laboratory
CIH Equipment Company, Inc. —Clearwater, FL
- $55,000 - $60,000 a year
- Email
- Software troubleshooting
- Mid-level
- Software development
- Health insurance
- Dental insurance
Quick Apply
3d
Affordable Property Manager
Confidential —Pinellas Park, FL
- $68,000 - $72,000 a year
- Full-time
- 3 years
- Driver's License
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
14h
Co-Operations Manager
National Exemption Service LLC —Safety Harbor, FL
- $75,000 - $85,000 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
10h
Community Manager
Faris Residences —Largo, FL
- $65,000 - $75,000 a year
- Full-time
- Spanish
- Mid-level
- Residential
- Health insurance
- Dental insurance
Quick Apply
14h
Sr Checkpoint Firewall Engineer, Progression
Tampa Electric Company —Lutz, FL
- Extended hours
- Computer science
- Azure
- Computer Science
- Paid holidays
- Dental insurance
Appraisal Review (DOT experience)
Florida Acquisition & Appraisal, Inc. —Tampa, FL
- From $55,531 a year
- Full-time
- 5 years
- Analysis skills
- Math
- Health insurance
- Dental insurance
Quick Apply
Maintenance Technician
KRI Properties, Inc. —Saint Petersburg, FL
- $26 - $28 an hour
- Full-time
- Bilingual
- Background check
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Marine Operations / Service & Sales Manager - Southeastern Marine, Yacht Power & Boca Ciega Marine
Southeastern Marine Power, LLC —Saint Petersburg, FL
- Full-time
- Management
- 5 years
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Corporate Community Association Manager (CAM)
Provident Hotels & Resorts —Clearwater, FL
- $110,000 - $120,000 a year
- Weekends as needed
- Mid-level
- Office
- Driver's License
- Paid jury duty
- Health insurance
Community Manager (Affordable Exp) - Clearwater, FL
Bryten —Clearwater, FL
- $67,000 - $70,000 a year
- Bilingual
- Mid-level
- High school diploma or GED
- Health savings account
- Paid holidays
Quick Apply
1d
Manager Community Financial Center - Channelside
GTE Financial —Tampa, FL
- Full-time
- Hybrid work
- Spanish
- 5 years
- English
Sales Account Executive
Integrity Express Logistics —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid training
- Health insurance
Quick Apply
Director, Accounting Services
St. Petersburg College —Clearwater, FL
- $87,351.91 - $105,914.19 a year
- Weekends as needed
- Writing skills
- Research
- Finance
- Health insurance
- Tuition reimbursement
Quick Apply
9d
Director of Sales & Marketing | Upscale Hilton Branded Hotel
Schulte Hospitality Group —Tampa, FL
- $140,000 - $160,000 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
10d
Roofing Service Branch Manager
Advanced Roofing Inc —Tampa, FL
- $100,000 - $110,000 a year
- Full-time
- Background check
- 18 years or older
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
1d
Assistant Community Manager - 147/25
Lakeshore Management —Saint Petersburg, FL
- $17 - $20 an hour
- Full-time
- Spanish
- Inventory management
- Pass drug screening
Quick Apply
9d
Maintenance Technician - EPA Certified - Aspire at Gateway
WRH Realty Services, LLC. —Pinellas Park, FL
- $24 - $27 an hour
- Weekends as needed
- Computer literacy
- Mid-level
- Driver's License
- Paid parental leave
- Health savings account
2d
Chief Engineer
Clearwater Beach Marriott Suites on Sand Key —Clearwater Beach, FL
- From $100,000 a year
- Full-time
- Organizational skills
- In-person
- Senior level
- Health savings account
- Health insurance
Quick Apply
2 Construction Manager (Tampa)
Planate Management Group —Largo, FL
- Full-time
- 7 years
- Construction site
- Mid-level
- AD&D insurance
- Paid holidays
Quick Apply

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asset manager jobs near clearwater, fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Largo, FL

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
Bachelor's degree
Calendar management
Organizational skills
Financial services

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, international advisory 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 Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

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
FINRA Series 7 and 66 (or 63 and 65) 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: In office 5 days a week

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 clearwater, fl

Client Administrative Manager

Computer Engineer for Calibration Laboratory

Affordable Property Manager

Co-Operations Manager

Community Manager

Sr Checkpoint Firewall Engineer, Progression

Appraisal Review (DOT experience)

Maintenance Technician

Marine Operations / Service & Sales Manager - Southeastern Marine, Yacht Power & Boca Ciega Marine

Corporate Community Association Manager (CAM)

Community Manager (Affordable Exp) - Clearwater, FL

Manager Community Financial Center - Channelside

Sales Account Executive

Director, Accounting Services

Director of Sales & Marketing | Upscale Hilton Branded Hotel

Roofing Service Branch Manager

Assistant Community Manager - 147/25

Maintenance Technician - EPA Certified - Aspire at Gateway

Chief Engineer

2 Construction Manager (Tampa)

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