Top 41 Client 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
10d
Client Advisor (Full Time Sales Associate)
CH Carolina Herrera —Naples, FL
- From $18 an hour
- Full-time
- Spanish
- Merchandising
- Children
- Health insurance
- Dental insurance
Quick Apply
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
Client Advisor
Louis Vuitton —Naples, FL
- $20 - $28 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Health insurance
Client Advisor, Rolex - Naples
Bucherer USA —Naples, FL
- Inventory management
- Merchandising
- Mid-level
Quick Apply
Client Service Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
Client Operations Specialist
Moran Wealth Management —Naples, FL
- Research
- Mid-level
- Finance
- Paid parental leave
- Paid holidays
10d
Case Manager
St. Matthew's House —Naples, FL
- Addiction Medicine
- Mid-level
- High school diploma or GED
Quick Apply
Client Services Coordinator
Kushi Law Firm, P.A. —Naples, FL
- $22 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Client Services Representative
The Animalife Veterinary Center —Naples, FL
- Full-time
- Pass drug screening
- High school diploma or GED
- Cleaning
- Health savings account
- Health insurance
Accounting & Finance Specialist - Client Opening
Rehmann —Naples, FL
- Full-time
- Mid-level
- Continuous improvement
- QuickBooks
Quick Apply
Veterans Case Manager
David Lawrence Mental Health Center —Naples, FL
- From $21 an hour
- Full-time
- Background check
- Mid-level
- Ability to lift 50 pounds
- Health savings account
- AD&D insurance
PRN Case Manager - FACT
David Lawrence Mental Health Center —Naples, FL
- Weekends as needed
- Pass drug screening
- Mid-level
- Office
RN - Case Manager-PACE Program Float
Hope Hospice and Community Services, Inc. —Naples, FL
- $61,860.66 - $96,657.28 a year
- Full-time
- Background check
- Management
- RN License
- Mileage reimbursement
- Benefits from day one
Quick Apply
Client Care & Staffing Coordinator
ComForCare Home Health Care - Bonita Springs —Bonita Springs, FL
- $35,000 - $55,000 a year
- Full-time
- Customer service
- Medical office experience
- English
- Mileage reimbursement
- Tuition reimbursement
Quick Apply
Case Manager - RN - Private Duty Home Health
The Moorings Park Institute Incorporated —Naples, FL
- Full-time
- CPR Certification
- Nursing
- Clean driving record
- Wellness program
- Health savings account
Quick Apply
Per Diem Case Manager-RN-PACE Program
Hope Hospice and Community Services, Inc. —Naples, FL
- $45 an hour
- Part-time
- Background check
- RN License
- Hospital
Quick Apply
11d
Tax Senior Associate - Private Client Services (PCS)
Hill, Barth & King LLC —Naples, FL
- Full-time
- Management
- CPA
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
Remote Client Success Manager — Marketing Performance & Retention (Early Career / Tech-Savvy)
Built By Shah —United States
- $4,000 - $7,500 a month
- Full-time
- Remote
- English
- Mid-level
- Communication skills
Quick Apply

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client manager jobs near naples fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Naples, FL

Quick Apply

Job Details

Full-time
10 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

client manager jobs in naples fl

Registered Client Administrative Manager

Client Advisor (Full Time Sales Associate)

CL Account Service Manager Assistant

Client Relationship Manager

Client Advisor

Client Advisor, Rolex - Naples

Client Service Specialist

Client Operations Specialist

Case Manager

Client Services Coordinator

Client Services Representative

Accounting & Finance Specialist - Client Opening

Veterans Case Manager

PRN Case Manager - FACT

RN - Case Manager-PACE Program Float

Client Care & Staffing Coordinator

Case Manager - RN - Private Duty Home Health

Per Diem Case Manager-RN-PACE Program

Tax Senior Associate - Private Client Services (PCS)

Remote Client Success Manager — Marketing Performance & Retention (Early Career / Tech-Savvy)

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