Top 107 Client relations manager Jobs in Clearwater, Fl

Client Engagement Manager
Raymond James Financial, Inc. —Saint Petersburg, FL
- $30 - $40 an hour
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Group Sales Manager - Florida Corporate and Southeast Territory
Sheraton Sand Key Resort —Clearwater Beach, FL
- Full-time
- Background check
- Marketing
- Mid-level
- Wellness program
- AD&D insurance
Quick Apply
Customer Success Manager
Tenex Software Solutions, Inc. —Tampa, FL
- $65,000 - $80,000 a year
- Extended hours
- Hybrid work
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
3d
Territory Sales Manager
PartsXpress —Florida
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
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Entry-Level Account Manager
RYNO —Tampa, FL
- $39,000 - $55,000 a year
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Health insurance
- Paid time off
Quick Apply
Employee Benefits Client Relationship Manager
HUB International —Tampa, FL
- Full-time
- HIPAA
- Mid-level
- High school diploma or GED
- Wellness program
- Health savings account
Commercial Service Account Manager
Carrier —Tampa, FL
- $79,000 - $158,000 a year
- Full-time
- Mid-level
- Ability to climb stairs
- High school diploma or GED
- Wellness program
- Paid jury duty
Strategic Account Manager - USAF
Nutanix —Tampa, FL
- $245,680 - $368,520 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
- Paid time off
- Parental leave
6d
Account Manager (REMOTE)
MediaLab 3D Solutions —Tampa, FL
- Full-time
- Remote
- Mid-level
Quick Apply
Private Client Relationship Manager II - Tampa, FL
TD Bank —Tampa, FL
- $115,440 - $173,160 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Paid time off
Customer Success Manager, LATAM
NinjaOne —Tampa, FL
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Territory Manager
Gulfeagle Supply —Saint Petersburg, FL
- Full-time
- Background check
- Computer literacy
- Pass drug screening
- Health savings account
- AD&D insurance
Quick Apply
Customer Service Manager
Enersys —Largo, FL
- Microsoft Excel
- Marketing
- 5 years
- Employee stock purchase plan
- Paid holidays
Associate Client Manager
Gallagher —Tampa, FL
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Senior Contact Center Manager (Tier 3) - Water Resources
Hillsborough County, Florida —Tampa, FL
- $77,001 - $92,000 a year
- Background check
- 5 years
- Writing skills
Client Delivery Manager
Abacode —Tampa, FL
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- Contracts
Customer Success Manager
Deepwatch —Tampa, FL
- $95,000 - $118,700 a year
- Hybrid work
- Background check
- 3 years
- Presentation skills
- Paid parental leave
- Disability insurance
Quick Apply
3d
Sr Partner Manager (fitness) - Tampa (remote opportunity - prefer Tampa area however open to Southeast, Southwest, or Central Florida)
Tivity Health, Inc. —Tampa, FL
- $74,800 - $102,000 a year
- Full-time
- Remote
- Marketing
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Regional Business Manager-Publix
Henkel —Tampa, FL
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 5 years
- Merchandising
- Paid holidays
- Health insurance
Quick Apply

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Client Engagement Manager

Raymond James Financial, Inc. -
Saint Petersburg, FL

Apply Now

Job Details

$30 - $40 an hour

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Customer communication
Employee relationship building

Full Job Description

Job Summary

RCS Project lead for conversions onto the custody and clearing platform with the ability to manage own workflow while keeping key stakeholders appropriately involved and up to date.

Essential Duties and Responsibilities

Fosters and collaborates in the development of new client relationships.
Acts as primary point of contact during onboarding to the platform.
Effective external and internal client communications.
Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.
Conducts effective educational meetings delivering a professional presentation.
Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements.
Ensures accuracy, completion and archival of onboarding contracts.
Proactively monitors onboarding activity with the ability to identify system or potential risk situations and escalates appropriately.
Builds and maintains key relationships and coordinates tasks with internal business lines demonstrating a culture of engagement and assistance.
Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

In-depth concepts, practices and procedures of custody and clearing firms.
Fundamental concepts of financial markets, accounts, products, and the transfer process.
Operational processes common to a custody and clearing platform.
Project planning and implementation.
Excellent communication and strong business writing skills.
Ability to organize and maintain schedules, as well as present virtually.
Following-up to ensure resolution and completion of tasks.
Proven ability to be able to multitask and meet deadlines.
Enthusiastic, self-motivated, effective under pressure.
Strong project management skills with the ability to lead projects to completion in a deadline-driven environment.
Ability to influence and bring different parties together for a positive outcome.
Cultivating and maintaining effective working relationships throughout and at all levels of the organization.
Creative problem solving to meet client needs.
Work directly with client firm executives and associates at all levels of the organization.
Organize, prioritize, manage, and track multiple details, tasks, and assignments in a fast-paced work environment.
Have detailed understanding of policy, procedures and processes.
Gather information, identify needs, and proactively apply findings to develop solutions.
Listen actively and demonstrate effective communication and interpersonal skills.
Work independently as well as collaboratively within a team environment.
Build and maintain strong working relationships with internal partners.
At least 3 years of experience in financial services, client support, or project coordination.
Series 7 preferred but not required.

This is the pay range that Magnit reasonably expects to pay for this position: $30.00/hour - $40.00/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/LICENSURE
Work Authorization : US Citizen, Green Card, Other valid work visa
Preferred years of experience : 1 years
Travel required : No travel required
Shift timings :

Apply Now

Refine Your Search

client relations manager jobs in clearwater, fl

Client Engagement Manager

Client Administrative Manager

Group Sales Manager - Florida Corporate and Southeast Territory

Customer Success Manager

Territory Sales Manager

Entry-Level Account Manager

Employee Benefits Client Relationship Manager

Commercial Service Account Manager

Strategic Account Manager - USAF

Account Manager (REMOTE)

Private Client Relationship Manager II - Tampa, FL

Customer Success Manager, LATAM

Territory Manager

Customer Service Manager

Associate Client Manager

Senior Contact Center Manager (Tier 3) - Water Resources

Client Delivery Manager

Customer Success Manager

Sr Partner Manager (fitness) - Tampa (remote opportunity - prefer Tampa area however open to Southeast, Southwest, or Central Florida)

Regional Business Manager-Publix

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

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