Top 52 Customer relations 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
9d
CL Account Service Manager Assistant
Brown & Brown Insurance —Naples, FL
- $40,000 - $45,000 a year
- 8 hour shift
- Mid-level
- Office
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
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
Account Manager - Controls & Digital Services
Trane Technologies —Fort Myers, FL
- $129,580 - $168,300 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Pass drug screening
- Paid holidays
- Health insurance
7d
Business Development Manager
United Land Services —Naples, FL
- Weekends as needed
- Clean driving record
- Customer service
- Ability to walk for extended periods
- Fuel card
- Health insurance
Quick Apply
Territory Account Manager
Watsco —Naples, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Heavy lifting
Account Manager (South Florida area)
ParetoHealth —Naples, FL
- 5 years
- Mid-level
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Wireless Zone Business Account Manager Full Time
JH Cellular —Naples, FL
- $45,000 - $125,000 a year
- Weekends as needed
- Hybrid work
- Mid-level
- Business development
- Driver's License
- Paid training
- Health insurance
Quick Apply
Account Manager – Landscape Services
Estate Landscaping —Naples, FL
- Full-time
- Background check
- Pass drug screening
- 11+ years
- Paid holidays
- Health insurance
Quick Apply
2d
Sales Manager
TownePlace Fort Meyers Gulf Coast —Fort Myers, FL
- Mid-level
- Hotel
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Territory Account Manager
Gemaire Distributors, LLC —Naples, FL
- Microsoft Excel
- Microsoft Outlook
- Heavy lifting
Quick Apply
Territory Sales Manager | Gulf Coast, Florida
Carazo Enterprise SL —Naples, FL
- Up to $1,500 a month
- Contract
- Hybrid work
- Mid-level
- Driver's License
- Driving
Quick Apply
Sales Manager - Midwest US
Romet Limited Canada —United States
- Remote
- Mid-level
- Travel
- Organizational skills
- AD&D insurance
- Disability insurance
Sales Manager - Prepress - North America
XSYS Global —United States
- From $110,000 a year
- Full-time
- Background check
- Up to 50% travel
- 5 years
- Health savings account
- Health insurance
Quick Apply
4d
Account Manager
Siegwerk Druckfarben AG & Co. KGaA —United States
- Online Application
- Microsoft Word
- Mid-level
- Bachelor's degree
Account Manager
Siegwerk Druckfarben AG & Co. KGaA —United States
- Online Application
- Microsoft Word
- Mid-level
- Bachelor's degree
National Account Manager - Foodservice
Schweid & Sons —United States
- $140,000 - $175,000 a year
- Remote
- Microsoft Word
- 5 years
- Continuous improvement
- Paid holidays
- Health insurance
Territory Sales Manager - South East
Burnout Brands —United States
- $65,000 - $85,000 a year
- Full-time
- Remote
- Dealership
- Mid-level
- Travel
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Territory Sales Manager - South East
Burnout Brands —United States
- $65,000 - $85,000 a year
- Full-time
- Remote
- Dealership
- Mid-level
- Travel
- Travel reimbursement
- Mileage reimbursement
Quick Apply

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customer relations manager jobs near naples, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, FL

Quick Apply

Job Details

Full-time
9 days ago

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

customer relations manager jobs in naples, fl

Registered Client Administrative Manager

CL Account Service Manager Assistant

Client Relationship Manager

Account Manager - Controls & Digital Services

Business Development Manager

Territory Account Manager

Account Manager (South Florida area)

Wireless Zone Business Account Manager Full Time

Account Manager – Landscape Services

Sales Manager

Territory Account Manager

Territory Sales Manager | Gulf Coast, Florida

Sales Manager - Midwest US

Sales Manager - Prepress - North America

Account Manager

Account Manager

National Account Manager - Foodservice

Territory Sales Manager - South East

Territory Sales Manager - South East

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