Top 3358 Client services 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 Relationship Manager, Employee Benefits
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Client Services Manager (Hybrid)
Hiregy —Tampa, FL
- Monday to Friday
- Hybrid work
- Background check
- Pass drug screening
- Research
- 401(k) matching
Quick Apply
Property Manager
ZRS MANAGEMENT LLC —Clearwater, FL
- Weekends as needed
- Sales
- Computer literacy
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Training and Quality Manager – Healthcare Operations
ImagenetLLC —Tampa, FL
- Full-time
- Remote
- 5 years
- HIPAA
- Senior level
- Paid training
- Health savings account
4d
Tax Manager - Public Accounting
Rosen, Weissman, Gerardo & Coberly CPAs LLC —Tampa, FL
- $100,000 - $120,000 a year
- Full-time
- Background check
- 6 years
- CPA
- Continuing education credits
- Disability insurance
Quick Apply
Director of Project services and Installations
Reimagine Office Furnishings —Ybor City, FL
- Full-time
- Background check
- AutoCAD
- 7 years
- Health insurance
- Dental insurance
Quick Apply
Lead HVAC Installer-Experienced
Mason Air Conditioning, LLC —Clearwater, FL
- $25 - $35 an hour
- Full-time
- Mid-level
- Residential
- Driver's License
- Paid time off
Quick Apply
Refrigeration Service Technician - Sarasota
TriMark USA —Saint Petersburg, FL
- Overtime
- Clean driving record
- Mid-level
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
8d
Financial Advisor - Tampa, FL
Florida Financial Advisors —Tampa, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
2d
Account Manager
Contractor Metalworks —Tampa, FL
- From $50,000 a year
- Full-time
- Mid-level
- Driver's License
- Driving
- Paid training
Quick Apply
Legal Administrative Assistant ¦Community Association Practice
JP Firm —Saint Petersburg, FL
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
Quick Apply
Business Development Manager
CRIF Select Corporation —Tampa, FL
- $80,000 - $85,000 a year
- Full-time
- Travel
- Senior level
- Leadership
- Health savings account
- Health insurance
Quick Apply
8d
Field Technician II
Halff Associates, Inc —Tampa, FL
- Overtime
- Background check
- Clean driving record
- Pass drug screening
- Health savings account
- Paid holidays
Physical Therapist Home Health
Brooks Rehabilitation —Florida
- Part-time
- BLS Certification
- Physical & Rehabilitation Medicine
- Mid-level
- Travel reimbursement
- Continuing education credits
Quick Apply
Direct Support Professional
Sevita Events —Clearwater, FL
- $16 - $18 an hour
- Overnight shift
- CPR Certification
- High school diploma or GED
- Driver's License
- Paid training
- Health savings account
4d
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
Director, Payee Services
Zelis —Saint Petersburg, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance

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

Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Client Relationship Manager, Employee Benefits

Client Services Manager (Hybrid)

Property Manager

Training and Quality Manager – Healthcare Operations

Tax Manager - Public Accounting

Director of Project services and Installations

Lead HVAC Installer-Experienced

Refrigeration Service Technician - Sarasota

Financial Advisor - Tampa, FL

Account Manager

Legal Administrative Assistant ¦Community Association Practice

Business Development Manager

Field Technician II

Physical Therapist Home Health

Direct Support Professional

Personal Injury Case Manager

Director, Payee Services

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected