Top 10922 Jobs in Columbiana, Al

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Heavy Equipment Mechanic / Mon-Fri / No Travel / OT Available
Southern Directional, INC —Alabaster, AL
- $21 - $38 an hour
- Full-time
- Background check
- Mechanic experience
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
Claims Coordinator
Cahaba Restoration —Birmingham, AL
- $40,000 - $55,000 a year
- Full-time
- Customer service
- Mid-level
- Residential
- Health insurance
- Paid time off
Quick Apply
Supermarket Produce Manager
Piggly Wiggly —Chelsea, AL
- $45,000 - $50,000 a year
- Full-time
- Merchandising
- Mid-level
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Cook - Pelham
Taco Mac Restaurant Group —Pelham, AL
- Up to $21 an hour
- Part-time
- Communication skills
- Entry level
- Kitchen
- Health insurance
- 401(k) matching
Director of Rehab - Open to OT/OTA's|PT/PTA's|SLP's *Active Alabama license required
Champion, Partners in Rehab —Sylacauga, AL
- Physical & Rehabilitation Medicine
- Rehabilitation center
- Physical Therapy License
Quick Apply
11d
Night Auditor
Pursell Farms —Sylacauga, AL
- From $14 an hour
- Part-time
- Computer skills
- In-person
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
3d
Bilingual ONLY – ALABAMA ONLY – Work at Home Call Center Representative
InfoCision Management Corp. —Alabama
- $15 an hour
- Night shift
- Remote
- Computer skills
- Communication skills
- Entry level
- Paid training
- Work from home
Maintenance Supervisor
Fair Haven —Irondale, AL
- $27 - $30 an hour
- Full-time
- Carpentry
- Skilled nursing facility
- 3 years
- Dental insurance
- 401(k)
Quick Apply
Border Patrol Agent - Entry Level
Customs and Border Protection —Alabama
- $51,632 - $92,912 a year
- Urgently hiring
- Spanish
- English
- Bachelor's degree
- Dental insurance
- 401(k)
Social Media Manager and Content Creator
Confidential —Sylacauga, AL
- $20 - $25 an hour
- Full-time
- Mid-level
- In-person
- Communication skills
Quick Apply
13d
Finish Carpenter
Holcombe Doors and Windows —Chelsea, AL
- $22 - $31 an hour
- 8 hour shift
- Carpentry
- Background check
- Construction site
- Paid holidays
- Health insurance
Quick Apply
Project Manager (Heavy Industrial - Engineer)
Imerys —Sylacauga, AL
- Full-time
- Background check
- Google Workspace
- 5 years
- Relocation assistance
- Health insurance
Quick Apply
AVP Commercial Credit Analyst
SouthPoint Bank —Birmingham, AL
- $75,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- Research
- Health insurance
- Dental insurance
Quick Apply
13d
Class A Regional Truck Driver | Home Weekly!
Brown Trucking Company —Calera, AL
- Up to $1,500 a week
- Call employer
- CDL A
- Mid-level
- Clean MVR report
- Paid holidays
- 401(k) matching
Human Resources Manager
Set Logistics —Birmingham, AL
- Full-time
- Hybrid work
- Dry van
- Bachelor's degree
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Mine Engineer
Carmeuse Lime & Stone —Saginaw, AL
- $74,000 - $82,000 a year
- Full-time
- Bachelor's degree
- Travel
- Contracts
- Wellness program
- Paid holidays
Server - Pelham
Taco Mac Restaurant Group —Pelham, AL
- Part-time
- Serving
- Entry level
Industrial Powder Coater
Pro Mechanical Services —Calera, AL
- $20 - $25 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Dental insurance
- Paid time off
Quick Apply
Nail man and Saw man for Trim Carpentery Company
Quality Trim Inc —Birmingham, AL
- $15 - $25 an hour
- Overtime
- Background check
- Construction site
- Residential
- Paid holidays
- Paid time off
Quick Apply
4d

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Birmingham, AL

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
Series 7
Bachelor's degree
Calendar management
Client services
FINRA License
Financial services

Full Job Description

Registered Client Administrative Manager

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

Duties & Responsibilities:

Input orders at the direction of the Financial Advisor(s)
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
Active FINRA Series 7 and 66 (or 63 and 65) licenses required (or ability to obtain within 180 days)
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

jobs in columbiana, al

Registered Client Administrative Manager

Heavy Equipment Mechanic / Mon-Fri / No Travel / OT Available

Claims Coordinator

Supermarket Produce Manager

Cook - Pelham

Director of Rehab - Open to OT/OTA's|PT/PTA's|SLP's *Active Alabama license required

Night Auditor

Bilingual ONLY – ALABAMA ONLY – Work at Home Call Center Representative

Maintenance Supervisor

Border Patrol Agent - Entry Level

Social Media Manager and Content Creator

Finish Carpenter

Project Manager (Heavy Industrial - Engineer)

AVP Commercial Credit Analyst

Class A Regional Truck Driver | Home Weekly!

Human Resources Manager

Mine Engineer

Server - Pelham

Industrial Powder Coater

Nail man and Saw man for Trim Carpentery Company

I want to receive the latest job alert for jobs in columbiana, al

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