Top 795 client relations manager Jobs in florida

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
Territory Sales Manager
System4 Facility Services —Boca Raton, FL
- $70,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Microsoft Office
- Paid training
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Account Manager- Territory Sales Manager
Atlas Hartmann —Plantation, FL
- $79,056.76 - $120,321.98 a year
- Full-time
- Mid-level
- Office
- Business development
- Travel reimbursement
- Health insurance
Quick Apply
Entry Level Account Manager
BKM Business Group —Estero, FL
- $800 - $1,600 a week
- Full-time
- In-person
- Leadership
- Communication skills
Quick Apply
14d
Commercial Accounts Manager
Oldach Associates, LLC —Orlando, FL
- Overtime
- Spanish
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Regional Sales Manager- Domestic Northeast Region
Hernon Mfg. Inc. —Sanford, FL
- $85,000 - $90,000 a year
- Full-time
- Up to 50% travel
- Marketing
- Engineering
- Health savings account
- Health insurance
Quick Apply
Sales Manager – Firearms Coatings & Strategic Accounts
TWN Industries, Inc —Homestead, FL
- From $80,000 a year
- Full-time
- Sales
- Mid-level
- Travel
- Professional development assistance
Quick Apply
Commercial Account Manager (Pest Control Sales)
Turner Pest Control —Tampa, FL
- Extended hours
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- Paid training
- Health savings account
Quick Apply
4d
Account Manager
Resin Rock llc —Sarasota, FL
- $18 - $23 an hour
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Paid time off
Quick Apply
Customer Service Lead
MDC Precision, LLC —Sarasota, FL
- $27 - $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
Quick Apply
Territory Sales Manager - Local Merchant Services Powered by Square
Chance Payments —Tampa, FL
- $100,000 - $120,000 a year
- Part-time
- POS
- In-person
- Reliable transportation
- Flexible schedule
Quick Apply
7d
Commercial Account Manager (Pest Control Sales)
Turner Pest Control —Orlando, FL
- Extended hours
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- Paid training
- Health savings account
Quick Apply
4d
Outside Sales Manager
GTEC Talent —Lakeland, FL
- $85,000 - $120,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Manager - Property & Casualty
Staffing Delivered —Jacksonville, FL
- From $70,000 a year
- Full-time
- Office
- 3 years
- Supervising experience
- Paid holidays
- Dental insurance
Quick Apply
7d
Territory Manager/Outside Sales
Johnstone Supply - The Temple Group —Panama City Beach, FL
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Account Manager
Sims-Lohman, Inc. —Panama City, FL
- Construction site
- Computer literacy
- Mid-level
Quick Apply
4d
Brand Operator Account Manager
Gator Paper —Venice, FL
- $20 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Outside Sales Representative/Account Manager
Allure Hospitality Suppliers —Fort Lauderdale, FL
- $46,800 - $80,000 a year
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Opportunities for advancement
Quick Apply
Territory Account Manager - Industrial
Endries International Inc —Apopka, FL
- From $55,000 a year
- Full-time
- Background check
- ERP systems
- Mid-level
- Health savings account
- Health insurance
Quick Apply

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client relations manager jobs near florida

Registered 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
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
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 relations manager jobs in florida

Registered Client Administrative Manager

Territory Sales Manager

Client Administrative Manager

Account Manager- Territory Sales Manager

Entry Level Account Manager

Commercial Accounts Manager

Regional Sales Manager- Domestic Northeast Region

Sales Manager – Firearms Coatings & Strategic Accounts

Commercial Account Manager (Pest Control Sales)

Account Manager

Customer Service Lead

Territory Sales Manager - Local Merchant Services Powered by Square

Commercial Account Manager (Pest Control Sales)

Outside Sales Manager

Manager - Property & Casualty

Territory Manager/Outside Sales

Account Manager

Brand Operator Account Manager

Outside Sales Representative/Account Manager

Territory Account Manager - Industrial

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