Top 473 Transaction manager Jobs in Jacksonville, Fl

Client Service Specialist/Practice Manager
Ameriprise Financial —Jacksonville, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Executive Team Leader Service & Engagement (Assistant Manager Front End)- Jacksonville, FL
Target —Jacksonville Beach, FL
- $64,000 - $128,000 a year
- Weekends as needed
- Inventory management
- Mid-level
- Analysis skills
- Paid holidays
- Disability insurance
Community Manager- Jacksonville,Florida
OneWall Communities LLC —Jacksonville, FL
- Full-time
- Remote
- Mid-level
- Apartments
- Mentoring
Quick Apply
6d
Center Manager - Full-Time - Jacksonville
CareSpot Urgent Care —Jacksonville, FL
- Full-time
- Background check
- Urgent Care
- Mid-level
Quick Apply
Payment Posting Manager
H2 Health —Jacksonville, FL
- $50,000 - $70,000 a year
- Full-time
- Remote
- HIPAA
- Finance
- 8 years
- Health savings account
- Paid holidays
Quick Apply
11d
Inventory Management Specialist
IQ Fiber —Jacksonville, FL
- Full-time
- Microsoft Outlook
- Mid-level
- Analysis skills
8d
Security Site Admin
Metro One Loss Prevention Services Group (Guard Division), Inc. —Jacksonville, FL
- $27.76 an hour
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
14d
Accounts Receivable Manager
THE SAFARILAND GROUP —Jacksonville, FL
- $95,000 - $115,000 a year
- Full-time
- ERP systems
- Office
- Finance
- Wellness program
- AD&D insurance
Quick Apply
Commercial Account Manager
Reachdesk Ltd —Jacksonville, FL
- $160,000 - $200,000 a year
- Mid-level
- Analysis skills
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Leave Specialist - REMOTE
Ryder System —Jacksonville, FL
- $55,000 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Analysis skills
- Disability insurance
- Health insurance
Store Manager FT- Various Locations
GOODWILL OF NORTH FLORIDA —Jacksonville, FL
- $60,000 - $90,000 a year
- Weekends as needed
- Word processing
- Computer literacy
- Merchandising
Quick Apply
Practice Office Manager
Jacksonville Emergency and Family Dental Care —Jacksonville, FL
- Full-time
- Dental office
- OSHA
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Energy Scheduler
The Energy Authority Inc —Jacksonville, FL
- Full-time
- Bachelor of Science
- Mid-level
- Office
Quick Apply
HR Shared Services Associate
FIS Global —Jacksonville, FL
- Full-time
- Pass drug screening
- Mid-level
- High school diploma or GED
Design Consultant
Haverty Furniture Companies, Inc. —Orange Park, FL
- $55,000 - $100,000 a year
- Weekends as needed
- Clean driving record
- Driver's License
- Driving
- Paid training
- Wellness program
Quick Apply
Accounts Payable/Receivable Specialist
Confidential —Jacksonville, FL
- $50,000 - $55,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Bookkeeping Specialist
Oates Energy —Jacksonville Beach, FL
- $21 - $23 an hour
- Full-time
- Mid-level
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Quick Apply
HR Generalist
Suddath —Jacksonville, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Tuition reimbursement
Quick Apply
Relationship Specialist I
VyStar Credit Union —Jacksonville, FL
- Full-time
- Military
- High school diploma or GED
- Associate's degree
- 401(k)
- Tuition reimbursement
Quick Apply
Administrative Assistant
Smurfit Westrock —Jacksonville, FL
- Overtime
- Background check
- Computer literacy
- Basic math

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Client Service Specialist/Practice Manager

Ameriprise Financial -
Jacksonville, FL

Apply Now

Job Details

Full-time

Qualifications

Series 66
Series 7
Life & Health Insurance License

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client
seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:

50% Business Management

Work with the corporate office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain files and records in accordance with the records retention policy
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice.

50% Client Care

Maintain client management system
Call clients or prospects to set up meetings or appointments
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
Attend and participate in client meetings if necessary
Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars
Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

transaction manager jobs in jacksonville, fl

Client Service Specialist/Practice Manager

Executive Team Leader Service & Engagement (Assistant Manager Front End)- Jacksonville, FL

Community Manager- Jacksonville,Florida

Center Manager - Full-Time - Jacksonville

Payment Posting Manager

Inventory Management Specialist

Security Site Admin

Accounts Receivable Manager

Commercial Account Manager

Leave Specialist - REMOTE

Store Manager FT- Various Locations

Practice Office Manager

Energy Scheduler

HR Shared Services Associate

Design Consultant

Accounts Payable/Receivable Specialist

Bookkeeping Specialist

HR Generalist

Relationship Specialist I

Administrative Assistant

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

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