Top 180 Client relationship manager Jobs in Naples, Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Naples, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Regional Business Development Manager – Vehicle Transportation - Florida
Autosled —Florida
- From $90,000 a year
- Full-time
- Remote
- 6 years
- US work authorization
- Senior level
- Health insurance
- 401(k)
Quick Apply
Territory Sales Manager
PartsXpress —Florida
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
MASTER GOLF FITTER/BUILDER (Sales) - Marco Island, FL
CLUB CHAMPION LLC —Naples, FL
- $19.23 - $24.04 an hour
- Mid-level
- Ability to lift 50 pounds
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
Business Development & Sales Specialist
Continuum Services —Florida
- Full-time
- Microsoft Outlook
- Mid-level
- Business development
Client Relationship Manager
NEST of Florida —Bonita Springs, FL
- From $60,000 a year
- Mid-level
- High school diploma or GED
- Travel
- Health insurance
- Dental insurance
Quick Apply
Senior Marketing Manager
Marriott International, Inc —Naples, FL
- $87,000 - $115,000 a year
- Full-time
- Marketing
- Hotel
- Bachelor's degree
Manager, Client Success
FYIsoft, Inc. —Naples, FL
- $85,000 - $100,000 a year
- Full-time
- Remote
- CPA
- Finance
- SQL
Quick Apply
1d
Client Advisor
Louis Vuitton —Naples, FL
- $20 - $28 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
Business Development Manager
Landscape Workshop —Naples, FL
- Mid-level
- Business development
- Contracts
Client Advisor - Naples Waterside
Christian Dior Couture —Naples, FL
- Weekends as needed
- Merchandising
- Mid-level
- Organizational skills
1d
Client Service Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
Business Relations Manager
VSF Capital Structuring —Naples, FL
- $36,000 - $120,000 a year
- Part-time
- Hybrid work
- Mid-level
- Business development
- In-person
- Dental insurance
- 401(k)
Quick Apply
Specialty Leasing Manager
US AMR-Jones Lang LaSalle Americas, Inc. —Naples, FL
- Weekends as needed
- Merchandising
- 3 years
- Real Estate License
- Paid parental leave
- Paid holidays
Quick Apply
Community Account Manager
Summit Broadband —Bonita Springs, FL
- Weekends as needed
- Marketing
- Word processing
- English
Ferrari Marketing Manager
Ferrari of Naples —Naples, FL
- Full-time
- Dealership
- Mid-level
- 3 years
Quick Apply
Trust Relationship Manager - FineMark
Commerce Bank —Naples, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
14h
Assistant Store Manager
Ralph Lauren —Naples, FL
- Full-time
- Microsoft Outlook
- Ability to walk for extended periods
- Merchandising
Client Advisor, Rolex - Naples
Bucherer USA —Naples, FL
- Inventory management
- Merchandising
- Mid-level
Quick Apply
Business Development Representative
QualityIP —Estero, FL
- $55,000 - $300,000 a year
- Full-time
- Mid-level
- Business development
- In-person
- Health savings account
- Health insurance
Quick Apply

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client relationship manager jobs near naples, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, 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

Executive administrative support
Employee relationship building
Bachelor's degree
Client services
Business Administration
Account management

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 a related field preferred
Experience in brokerage operations and compliance within the financial services industry would be highly beneficial
Prior Raymond James experience 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:
Clearwater, FL, with flexibility for candidates located in the Naples or Tampa areas to work from a nearby Steward Partners office.

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 relationship manager jobs in naples, fl

Registered Client Administrative Manager

Regional Business Development Manager – Vehicle Transportation - Florida

Territory Sales Manager

MASTER GOLF FITTER/BUILDER (Sales) - Marco Island, FL

Business Development & Sales Specialist

Client Relationship Manager

Senior Marketing Manager

Manager, Client Success

Client Advisor

Business Development Manager

Client Advisor - Naples Waterside

Client Service Specialist

Business Relations Manager

Specialty Leasing Manager

Community Account Manager

Ferrari Marketing Manager

Trust Relationship Manager - FineMark

Assistant Store Manager

Client Advisor, Rolex - Naples

Business Development Representative

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