Top 1660 Client manager Jobs in New York, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
Client Support/Office Manager-Financial Services
PRI Technology —New York, NY
- $75,000 - $85,000 an hour
- Full-time
- Inventory management
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Success Manager
Fast Growing Startup —New York, NY
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Client Manager
Mission Staffing —New York, NY
- $66,291.41 - $79,834.82 a year
- Full-time
- Mid-level
- Office
- Business development
- Employee assistance program
Quick Apply
Client Onboarding & Implementation Manager
9fin —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Training & development
- Senior level
- Communication skills
- Commuter assistance
- Disability insurance
Client Implementation Manager, Navigation
Rightway —New York, NY
- $100,000 - $125,000 a year
- Remote
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Quick Apply
Client Solutions Manager
Office Hours —New York, NY
- $110,000 - $130,000 a year
- Full-time
- Hybrid work
- Management
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Client Manager (US)
nPlan —New York, NY
- $120,000 - $150,000 a year
- Remote
- Mid-level
- Travel
- Leadership
- Health insurance
- Flexible schedule
14d
eDiscovery Client Services Manager
Epiq Systems, Inc. —New York, NY
- $130,000 - $145,000 a year
- Weekends as needed
- Remote
- Recruiting
- Fair chance
- Business Administration
5d
Client Success Manager
Morgan Stanley —New York, NY
- $85,000 - $135,000 a year
- Analysis skills
- Project management
- Continuous improvement
- Employee stock purchase plan
12d
Client Relations Manager
Forrest Solutions LLC —New York, NY
- $120,000 - $140,000 a year
- Full-time
- 5 years
- Office
- Mentoring
Quick Apply
Client Success Manager
Green Irony —New York, NY
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Client Services Project Manager
Epiq Systems, Inc. —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Fair chance
- Leadership
Client Operations Manager
Playbook —New York, NY
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Hospitality
- 3 years
- Recruiting
- Disability insurance
- Health insurance
Enterprise Client Success Manager
Empathy —New York, NY
- $130,000 - $150,000 a year
- Full-time
- 6 years
- Analysis skills
- Bachelor's degree
- Paid time off
- Parental leave
Quick Apply
Client Engagement Manager
Amperos —New York, NY
- $130,000 - $200,000 a year
- Full-time
- Mid-level
- Office
- 2 years
- Commuter assistance
- Health insurance
Manager, Client Development, Soho
Chanel —New York, NY
- $87,500 - $130,000 a year
- Weekends as needed
- 5 years
- Bachelor's degree
- Continuous improvement
- Health savings account
- AD&D insurance
Client Success Manager
Sage —New York, NY
- $120,000 - $155,000 a year
- 5 years
- Urgent Care
- Older adults
- Paid holidays
- Health insurance
Client Success Manager
Bask Health —New York, NY
- $65,000 - $100,000 a year
- Full-time
- Remote
- 5 years
- Research
- Mid-level
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time
4 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

Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 63

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, 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 through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· 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

· Active FINRA Series 7 and 66 (or 63 and 65) licenses required

· 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

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

Education:

Bachelor's (Preferred)

Experience:

Financial services: 2 years (Preferred)

License/Certification:

Active FINRA Series 7 and 66 (or 63 and 65) Licenses (Required)

Work Location: In person

Quick Apply

Refine Your Search

client manager jobs in new york, ny

Registered Client Administrative Manager

Client Support/Office Manager-Financial Services

Customer Success Manager

Associate Business Analyst, Client

Client Manager

Client Onboarding & Implementation Manager

Client Implementation Manager, Navigation

Client Solutions Manager

Client Manager (US)

eDiscovery Client Services Manager

Client Success Manager

Client Relations Manager

Client Success Manager

Client Services Project Manager

Client Operations Manager

Enterprise Client Success Manager

Client Engagement Manager

Manager, Client Development, Soho

Client Success Manager

Client Success Manager

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