Top 1766 Client processing manager Jobs in New York, Ny

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
2d
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
2d
Property Manager
MMS Group —New York, NY
- Up to $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
Branch Manager - 159th Street
Apple Bank for Savings —New York, NY
- $105,000 - $150,000 a year
- Full-time
- Microsoft Excel
- Inventory management
- 5 years
Property Manager - Affordable Property Management
MMS Group —Brooklyn, NY
- Up to $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid holidays
- Health insurance
Quick Apply
9d
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
3d
Client Success Manager
Morgan Stanley —New York, NY
- $85,000 - $135,000 a year
- Analysis skills
- Project management
- Continuous improvement
- Employee stock purchase plan
10d
Client Services Project Manager
Epiq Systems, Inc. —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Remote
- Mid-level
- Fair chance
- Leadership
Eligibility Manager - CuraScript - Remote
The Cigna Group —New York, NY
- $77,300 - $128,900 a year
- Online Application
- Remote
- Oracle
- 5 years
- High school diploma or GED
- Paid holidays
- Health insurance
PAYMENT PROCESSING SPECIALIST
Agency HRA/DEPT OF SOCIAL SERVICES —Manhattan, NY
- $62,868 - $72,298 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Loan forgiveness
- Food provided
8d
Office Manager (US)
Raisin —New York, NY
- $87,000 - $92,000 a year
- Monday to Friday
- Hospitality
- Mid-level
- Office
- Commuter assistance
- Health insurance
Quick Apply
Delivery Manager
FJA-US Inc. —New York, NY
- $116,000 - $165,000 a year
- Full-time
- Hybrid work
- Background check
- Azure
- 5 years
- Paid holidays
- Health insurance
Client Invoicing Associate
Guggenheim Partners —New York, NY
- $100,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Client Success Manager
DeepIntent —New York, NY
- $90,000 - $100,000 a year
- Management
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Hotel Manager
New York City Growth - Highgate Hotels —New York, NY
- $150,000 a year
- Full-time
- 6 years
- Hotel
- Bachelor's degree
Office Manager (LTA)
DESRI —New York, NY
- $70,000 - $90,000 a year
- Monday to Friday
- Mid-level
- Office
- 3 years
- Health insurance
- Paid time off
Client Experience and Revenue Growth Manager
aiLegal Law & Lu LLP —New York, NY
- $80,000 - $150,000 a year
- Full-time
- Remote
- Marketing
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Front Desk Receptionist
Center for Justice Innovation —New York, NY
- $28.57 - $35.11 an hour
- Temporary
- Inventory management
- Office
- Administrative experience
- Disability insurance
- Health insurance
Quick Apply
5d
Administrative Assistant
NYU Langone Health —New York, NY
- $53,294.22 - $91,932.72 a year
- Online Application
- Office
- 3 years
- Databases
- Wellness program
CLIENT CENTER GUEST SERVICE AGENT
Rapport —New York, NY
- $29 - $30 an hour
- Full-time
- Background check
- Office
- Computer skills
- Commuter assistance
- Paid parental leave
Quick Apply

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client processing manager jobs near new york, ny

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
New York, NY

Quick Apply

Job Details

Full-time
2 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
Administrative experience
Series 7
Bachelor's degree
Calendar management
Client services
FINRA License
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, 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

Work Location: In person

Quick Apply

Refine Your Search

client processing manager jobs in new york, ny

Registered Client Administrative Manager

Registered Client Administrative Manager

Property Manager

Branch Manager - 159th Street

Property Manager - Affordable Property Management

eDiscovery Client Services Manager

Client Success Manager

Client Services Project Manager

Eligibility Manager - CuraScript - Remote

PAYMENT PROCESSING SPECIALIST

Office Manager (US)

Delivery Manager

Client Invoicing Associate

Client Success Manager

Hotel Manager

Office Manager (LTA)

Client Experience and Revenue Growth Manager

Front Desk Receptionist

Administrative Assistant

CLIENT CENTER GUEST SERVICE AGENT

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