Top 1456 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
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
10d
Manager Lawn Operations
Confidential —Clearwater, FL
- $38,000 - $58,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Advertising and Promotions Planning Manager
Seatmatch —Florida
- $80,000 - $110,000 a year
- Full-time
- Remote
- Background check
- Merchandising
- Mid-level
- Health insurance
- Dental insurance
Armed Security Officer - Part-Time - St. Petersburg
Signal Tampa —Saint Petersburg, FL
- $21.42 an hour
- Part-time
- Background check
- Clean driving record
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
14d
Territory Sales Manager
PartsXpress —Florida
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
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
7d
General Manager
EquipmentShare —Tampa, FL
- Background check
- Clean driving record
- Customer service
- Profit sharing
- Paid holidays
Quick Apply
Armed Security Officer | Part Time
Signal Tampa —Tampa, FL
- $19.24 an hour
- Part-time
- Background check
- Clean driving record
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Sales Development Representative in Tallahassee, Orlando, Sarasota, Panama city beach
Fibernow —Florida
- $50,000 - $60,000 a year
- Weekends as needed
- Residential
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
8d
Center Director (33027)
Lutheran Services Florida —Clearwater, FL
- 8 hour shift
- Background check
- School experience
- Classroom
- Paid holidays
- Loan repayment program
Quick Apply
1d
Project Manager (Tampa)
Planate Management Group —Largo, FL
- Full-time
- 7 years
- OSHA
- Hospital
- AD&D insurance
- Paid holidays
Quick Apply
Sales Manager
BHF OPERATING COMPANY LLC —Pinellas Park, FL
- Weekends as needed
- Inventory management
- Merchandising
- Mid-level
Quick Apply
Sales Advisor at Nissan of Clearwater
Morgan Auto Group —Clearwater, FL
- Full-time
- Dealership
- Computer literacy
- Continuous improvement
- Disability insurance
- Health insurance
Quick Apply
Sales Manager – Food & Nutrition
Quadra Group —Florida
- $135,000 - $198,600 a year
- Overnight shift
- 3 years
- Analysis skills
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Maintenance Technician/HVAC & Drywall- 1+ yrs experience
Private Real Estate Firm —Tampa, FL
- $20 - $22 an hour
- 8 hour shift
- Spanish
- Customer service
- Maintenance
- Paid training
- Health savings account
Quick Apply
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
Senior Accountant
Taylor White Accounting and Finance —Tampa, FL
- CPA
- 5 years
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
6d
Organizational Change Manager - Utilities
Accenture —Saint Petersburg, FL
- $87,400 - $293,800 a year
- Full-time
- Oracle
- Travel
- US work authorization
- Paid holidays
- Disability insurance
4h
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

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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

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

Manager Lawn Operations

Advertising and Promotions Planning Manager

Armed Security Officer - Part-Time - St. Petersburg

Territory Sales Manager

Sales Account Executive

General Manager

Armed Security Officer | Part Time

Sales Development Representative in Tallahassee, Orlando, Sarasota, Panama city beach

Center Director (33027)

Project Manager (Tampa)

Sales Manager

Sales Advisor at Nissan of Clearwater

Sales Manager – Food & Nutrition

Maintenance Technician/HVAC & Drywall- 1+ yrs experience

Entry-Level Account Manager

Senior Accountant

Organizational Change Manager - Utilities

Corporate Community Association Manager (CAM)

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