Top 179 Client manager Jobs in Largo, 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
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
4d
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
Customer Success Manager (Enterprise) (Remote)
KnowBe4 —Clearwater, FL
- $84,000 - $94,000 a year
- Remote
- Microsoft Word
- Background check
- Organizational skills
- Tuition reimbursement
- Adoption assistance
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8d
Client Onboarding Manager
Connecteam —Tampa, FL
- $90,000 a year
- Remote
- Mid-level
- Organizational skills
- 2 years
- Health insurance
- Dental insurance
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11h
Client Manager
MGE Management Experts —Pinellas Park, FL
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Client Relationship Specialist - St. Petersburg, FL
Charles Schwab —Saint Petersburg, FL
- $45,800 - $68,182 a year
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
3d
REMOTE Client Service Manager - Small Business
Gallagher —Tampa, FL
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Customer Success Manager, Tier 1 (East)
Eltropy Inc. —Tampa, FL
- $125,000 - $135,000 a year
- Remote
- 5 years
- Analysis skills
- Travel
Client Engagement Manager
Raymond James Financial, Inc. —Saint Petersburg, FL
- $30 - $40 an hour
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Case Manager
Catholic Charities —Holiday, FL
- $23 an hour
- Weekends as needed
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Case Manager Aide
Catholic Charities —Tampa, FL
- $19 an hour
- Weekends as needed
- Background check
- Master of Social Work
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
HIV/Aids Medical Case Manager
Metro Healthy Communities —Saint Petersburg, FL
- From $47,000 a year
- Full-time
- Word processing
- Computer literacy
- Mid-level
- Mileage reimbursement
- Health savings account
Quick Apply
2d
Website Project Coordinator- Customer Service
PostcardMania —Clearwater, FL
- From $18 an hour
- Full-time
- Office
- Organizational skills
- In-person
- Paid holidays
- Disability insurance
Quick Apply
7d
Case Manager Enhanced Offender Diversion
ACTS —Tampa, FL
- $21.50 an hour
- Full-time
- Background check
- Pass drug screening
- Driver's License
- 403(b) matching
- Mileage reimbursement
LTSS Service Coordinator - Case Manager (Region C: Pasco/Pinellas)
Elevance Health —Saint Petersburg, FL
- Monday to Friday
- Experience working with individuals with developmental disabilities
- Spanish
- Bachelor of Science
- Employee stock purchase plan
- Paid holidays
Private Client Relationship Manager II - Tampa, FL
TD Bank —Tampa, FL
- $115,440 - $173,160 a year
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Paid time off
Customer Success Manager I
Imprivata —Saint Petersburg, FL
- $63,000 - $75,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Project management
Customer Success Manager
Deepwatch —Tampa, FL
- $95,000 - $118,700 a year
- Hybrid work
- Background check
- 3 years
- Presentation skills
- Paid parental leave
- Disability insurance
Quick Apply
4d

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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

client manager jobs in largo, fl

Client Administrative Manager

Customer Success Manager

Client Services Manager

Customer Success Manager (Enterprise) (Remote)

Client Onboarding Manager

Client Manager

Client Relationship Specialist - St. Petersburg, FL

REMOTE Client Service Manager - Small Business

Client Success Manager

Customer Success Manager, Tier 1 (East)

Client Engagement Manager

Case Manager

Case Manager Aide

HIV/Aids Medical Case Manager

Website Project Coordinator- Customer Service

Case Manager Enhanced Offender Diversion

LTSS Service Coordinator - Case Manager (Region C: Pasco/Pinellas)

Private Client Relationship Manager II - Tampa, FL

Customer Success Manager I

Customer Success Manager

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

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