Top 5226 Manager Jobs in Dunedin, 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
Packaging Lead
Tampa Bay Brewing Company —Tampa, FL
- From $50,000 a year
- Overtime
- Microsoft Excel
- Customer service
- English
- Paid holidays
- Health insurance
Quick Apply
Program Manager
Philip Morris International U.S. —Tampa, FL
- $120,000 - $150,000 a year
- Full-time
- English
- 8 years
- Presentation skills
- Commuter assistance
- Health insurance
Manager Data Products
Philip Morris International U.S. —Tampa, FL
- $136,000 - $170,000 a year
- Full-time
- Computer science
- Computer Science
- Office
- Commuter assistance
- Health insurance
Apartment Property Manager 100 Units in Clearwater
Confidential —Clearwater, FL
- $22 - $24 an hour
- Full-time
- Background check
- Mid-level
- High school diploma or GED
Quick Apply
Business Office Manager
Acts Retirement-Life Communities —Dunedin, FL
- $60,471 - $77,654 a year
- Online Application
- Background check
- Mid-level
- Office
- Commuter assistance
- Paid holidays
9d
Assistant General Manager (TPA)
CLEAR - Field —Tampa, FL
- $80,000 - $100,000 a year
- Weekends as needed
- 6 years
- Mentoring
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply
Branch Leader
Confidential —Tampa, FL
- $100,000 - $130,000 a year
- Full-time
- Clean driving record
- Construction site
- Driver's License
- Health savings account
- Relocation assistance
Quick Apply
Co-Operations Manager
National Exemption Service LLC —Safety Harbor, FL
- $75,000 - $85,000 a year
- Full-time
- Background check
- 5 years
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
2d
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
5d
Property Manager
RAM Partners, LLC —Tampa, FL
- $75,000 a year
- Weekends as needed
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
11d
General Manager (TPA)
CLEAR - Field —Tampa, FL
- $105,000 - $145,000 a year
- Weekends as needed
- 6 years
- Mentoring
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply
Family Office - Office Manager
Hall Capital Holdings, LLC —Palm Harbor, FL
- $70,000 - $90,000 a year
- Weekends as needed
- Background check
- 5 years
- Office
- Health insurance
- 401(k)
Quick Apply
Inventory Manager
Monin Gourmet Flavorings —Clearwater, FL
- Pass drug screening
- Mid-level
- Continuous improvement
- Paid holidays
- Health insurance
Quick Apply
Retail Assistant Store Manager
Sunnyside —Clearwater, FL
- $22.84 - $27.64 an hour
- Overtime
- Writing skills
- Employment & labor law
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Dispensary Assistant General Manager - Clearwater
The Flowery —Clearwater, FL
- From $50,000 a year
- Full-time
- Background check
- Mid-level
- High school diploma or GED
- Paid holidays
- Paid time off
Quick Apply
Car Wash General Manager
Radiant Express Car Wash —Tarpon Springs, FL
- $60,000 - $70,000 a year
- Weekends as needed
- Background check
- Spanish
- Sales
- Paid holidays
- Health insurance
Quick Apply
FACILITIES COMPLIANCE MGR
Moffitt Cancer Center —Tampa, FL
- $75,153.00 - $114,701.60 a year
- Full-time
- Hospital
- 5 years
- Senior level
Client Services Manager
ProActive Property Management —Palm Harbor, FL
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Events Manager
Marriott International, Inc —Tampa, FL
- $65,000 - $83,000 a year
- Full-time
- Mid-level
- Hotel
- High school diploma or GED

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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

manager jobs in dunedin, fl

Client Administrative Manager

Packaging Lead

Program Manager

Manager Data Products

Apartment Property Manager 100 Units in Clearwater

Business Office Manager

Assistant General Manager (TPA)

Branch Leader

Co-Operations Manager

Customer Success Manager

Property Manager

General Manager (TPA)

Family Office - Office Manager

Inventory Manager

Retail Assistant Store Manager

Dispensary Assistant General Manager - Clearwater

Car Wash General Manager

FACILITIES COMPLIANCE MGR

Client Services Manager

Events Manager

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

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