Top 658 Client services manager Jobs in Hendersonville, Nc

Client Administrative Manager
Steward Partners Global Advisory LLC —Hendersonville, NC
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Service Account Manager
Trane Technologies —Asheville, NC
- $91,326.66 - $131,739.99 a year
- Full-time
- Clean driving record
- Local
- Pass drug screening
- Paid holidays
- Health insurance
14d
Disaster Case Manager
United Way of Henderson County —Hendersonville, NC
- $40 an hour
- Email
- Background check
- Mid-level
- Children
Quick Apply
Vulnerable Populations Manager or Director
Blue Ridge Health —Hendersonville, NC
- Full-time
- Clinic experience
- Mid-level
- Master's degree
- 403(b) matching
- Paid holidays
Quick Apply
Senior Consultant | Geotechnical
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- Travel
- US work authorization
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Licensed Mental Health Therapist
JEWISH FAMILY SERVICES OF WNC, Inc. —Asheville, NC
- $55 an hour
- Part-time
- Background check
- Master of Social Work
- Microsoft Outlook
- Health insurance
- Flexible schedule
Quick Apply
Pharmacist
PharMerica —Asheville, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Dental insurance
Manager, Tax
Forvis Mazars —Asheville, NC
- Full-time
- CPA
- 5 years
- Master's degree
Quick Apply
Licensed Mental Health Therapist
JEWISH FAMILY SERVICES OF WNC, Inc. —Hendersonville, NC
- $55 an hour
- Part-time
- Background check
- Master of Social Work
- Microsoft Outlook
- Flexible schedule
- Retirement plan
Quick Apply
14d
Staff Associate | Geostructures
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- Travel
- US work authorization
- 2 years
- Paid holidays
- Disability insurance
Quick Apply
Nursing Manager
Springbrook Behavioral Health System —Travelers Rest, SC
- Full-time
- Nursing
- Psychiatry
- RN License
Quick Apply
Project Engineering Technician I - CMT
BUNNELL LAMMONS ENGINEERING —Hendersonville, NC
- Full-time
- 18 years or older
- Travel
- US work authorization
- Fuel card
- Paid holidays
Quick Apply
Special Inspections Technician II
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- 18 years or older
- Mid-level
- Travel
- Fuel card
- Paid holidays
Quick Apply
Senior Geologist | Regional Geotechnical
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- US work authorization
- Senior level
- Leadership
- Paid holidays
- Disability insurance
Quick Apply
Project Engineering Technician I - CMT
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- 18 years or older
- Travel
- US work authorization
- Fuel card
- Paid holidays
Quick Apply
Special Inspections Technician II
BUNNELL LAMMONS ENGINEERING —Asheville, NC
- Full-time
- 18 years or older
- Mid-level
- Travel
- Fuel card
- Paid holidays
Quick Apply
Special Inspections Technician II
BUNNELL LAMMONS ENGINEERING —Asheville, NC
- Full-time
- 18 years or older
- Mid-level
- Travel
- Fuel card
- Paid holidays
Quick Apply
Registered Behavior Technician
ST. GERARD HOUSE —Hendersonville, NC
- $20 - $21 an hour
- Full-time
- 18 years or older
- Clean driving record
- Experience working with individuals with disabilities
- Paid training
- 403(b) matching
Quick Apply
Special Inspections Technician II
BUNNELL LAMMONS ENGINEERING —Brevard, NC
- Full-time
- 18 years or older
- Mid-level
- Travel
- Fuel card
- Paid holidays
Quick Apply
Senior Project Manager - Construction Materials Testing
BUNNELL LAMMONS ENGINEERING —Fletcher, NC
- Full-time
- 3 years
- US work authorization
- Senior level
- Paid holidays
- Disability insurance
Quick Apply

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client services manager jobs near hendersonville, nc

Client Administrative Manager

Steward Partners Global Advisory LLC -
Hendersonville, NC

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

Managing teams in a customer support role
Employee relationship building
Series 66
Fund operation
Administrative experience
Managing clients in a customer support role
Series 7
Bachelor's degree
Financial services
Series 65
Series 63

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:

This position can be based in Hendersonville, NC

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 hendersonville, nc

Client Administrative Manager

Service Account Manager

Disaster Case Manager

Vulnerable Populations Manager or Director

Senior Consultant | Geotechnical

Licensed Mental Health Therapist

Pharmacist

Manager, Tax

Licensed Mental Health Therapist

Staff Associate | Geostructures

Nursing Manager

Project Engineering Technician I - CMT

Special Inspections Technician II

Senior Geologist | Regional Geotechnical

Project Engineering Technician I - CMT

Special Inspections Technician II

Special Inspections Technician II

Registered Behavior Technician

Special Inspections Technician II

Senior Project Manager - Construction Materials Testing

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