Top 262 Client manager Jobs in Clearwater, Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Client Engagement Manager
Revolution Technologies, LLC —Saint Petersburg, FL
- $30 - $40 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
22h
Client Solutions Manager
Robert Half —Tampa, FL
- Email
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Paid parental leave
- Health savings account
8d
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Client Manager
MGE Management Experts —Pinellas Park, FL
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
REMOTE Client Service Manager - Small Business
Gallagher —Tampa, FL
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Relationship Manager - PEO
Paychex —Saint Petersburg, FL
- $59,626 - $93,698 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
11d
Sales Manager - Client Focused
NESTEA MARKETING CORP —Largo, FL
- $36,000 a year
- Full-time
- Mid-level
- Presentation skills
- In-person
- Paid training
Quick Apply
Personal Injury Case Manager
Accidents Pro Law, P.A. —Tampa, FL
- $25 - $35 an hour
- 8 hour shift
- Spanish
- Microsoft Excel
- Customer service
Quick Apply
HIV/AIDS Medical Case Manager
Metro Healthy Communities —New Port Richey, FL
- Full-time
- Background check
- Word processing
- Computer literacy
- 403(b) matching
- Mileage reimbursement
Quick Apply
HIV/AIDs Medical Case Manager
Metro Healthy Communities —New Port Richey, FL
- From $45,000 an hour
- Full-time
- Word processing
- Computer literacy
- Mid-level
- Mileage reimbursement
- Health savings account
Quick Apply
HIV/AIDS Medical Case Manager
Metro Healthy Communities —Tampa, FL
- From $45,000 a year
- Full-time
- Background check
- Word processing
- Computer literacy
- 403(b) matching
- Mileage reimbursement
Quick Apply
HIV/AIDS Medical Case Manager
Metro Healthy Communities —Tampa, FL
- Full-time
- Word processing
- Computer literacy
- Mid-level
- 403(b) matching
- Mileage reimbursement
Quick Apply
Client Partner - Capital Markets
Infosys —Tampa, FL
- 3 years
- Bachelor's degree
- US work authorization
Quick Apply
2d
Accounting Manager – Client Accounting Services
Orion Placement —Saint Petersburg, FL
- $90,000 - $100,000 a year
- Full-time
- 7 years
- CPA
- Office
- Dental insurance
- Paid time off
Quick Apply
Client Relationship Manager, Employee Benefits
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Customer Service Representative - Bilingual
PostcardMania —Clearwater, FL
- $19.50 - $20.50 an hour
- Full-time
- Bilingual
- Office
- Entry level
- Paid training
- Paid holidays
Quick Apply
12d
Client Services Manager (Hybrid)
Hiregy —Tampa, FL
- Monday to Friday
- Hybrid work
- Background check
- Pass drug screening
- Research
- 401(k) matching
Quick Apply

I want to receive the latest job alert for client manager in clearwater, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client manager jobs near clearwater, fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Clearwater, 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

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

client manager jobs in clearwater, fl

Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Client Engagement Manager

Client Solutions Manager

Client Success Manager

Client Manager

REMOTE Client Service Manager - Small Business

Relationship Manager - PEO

Sales Manager - Client Focused

Personal Injury Case Manager

HIV/AIDS Medical Case Manager

HIV/AIDs Medical Case Manager

HIV/AIDS Medical Case Manager

HIV/AIDS Medical Case Manager

Client Partner - Capital Markets

Accounting Manager – Client Accounting Services

Client Relationship Manager, Employee Benefits

Customer Service Representative - Bilingual

Client Services Manager (Hybrid)

I want to receive the latest job alert for client manager in clearwater, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected