Top 817 Client experience manager Jobs in Norfolk, Va

Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Project Manager
The Old Dominion Insulation —Virginia Beach, VA
- $75,000 - $100,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
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3d
Industrial Services Project Manager
Moran Environmental Recovery —Norfolk, VA
- $85,488 - $94,128 a year
- Full-time
- High school diploma or GED
- Analysis skills
- Supervising experience
- Disability insurance
- Health insurance
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Plant Manager
Manpower Engineering —Chesapeake, VA
- $130,000 - $155,000 a year
- Full-time
- 11+ years
- Analysis skills
- Senior level
- Health savings account
- Disability insurance
Quick Apply
12d
Administrative Services Manager
City of Portsmouth —Portsmouth, VA
- $79,586.40 - $102,457.71 a year
- Weekends as needed
- Background check
- Clean driving record
- Word processing
- Disability insurance
- Health insurance
11d
Office Manager
UST —Norfolk, VA
- $50,000 - $61,000 a year
- Writing skills
- English
- Mid-level
- Paid jury duty
- Health savings account
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14d
General Manager
PCRK Group —Virginia Beach, VA
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Mentoring
- Communication skills
- Health insurance
- Dental insurance
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PRODUCT MANAGER - REMOTE
Palco —Norfolk, VA
- Full-time
- Remote
- Computer Science
- 5 years
- Bachelor's degree
- Paid training
- AD&D insurance
Program/Project Manager - USCG - REMOTE
Solutions Through Innovative Technologies, Inc —Norfolk, VA
- $85,000 - $95,000 a year
- Full-time
- Remote
- Background check
- 3 years
- Supervising experience
- Paid holidays
- Disability insurance
Navy Client Account Manager
AECOM —Norfolk, VA
- $200,000 - $225,000 a year
- Full-time
- Remote
- Engineering
- Doctor of Philosophy
- Travel
- AD&D insurance
- Employee stock purchase plan
Family Support Manager
Urban Strategies, Inc. —Norfolk, VA
- $66,500 - $68,500 a year
- Weekends as needed
- 5 years
- Computer literacy
- Mid-level
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Communications Manager
On Point Transportation PR LLC —Norfolk, VA
- $90,000 - $105,000 a year
- Full-time
- Background check
- 7 years
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Terminal Manager: Portsmouth, VA
US Rail & Logistics —Portsmouth, VA
- $95,000 - $120,000 a year
- Full-time
- 7 years
- Analysis skills
- Bachelor's degree
- Paid holidays
- Dental insurance
Quick Apply
Client Service Manager – Business Development (Virginia Market)
Kennedy/Jenks Consulting —Norfolk, VA
- $150,000 - $243,000 a year
- Full-time
- Hybrid work
- Engineering
- 11+ years
- Office
- Travel reimbursement
- Health savings account
Program Manager (3490)
Three Saints Bay, LLC —Norfolk, VA
- Full-time
- Office
- Administrative experience
- Team management
Quick Apply
Remote Facility Maintenance Customer Service Account Manager
Allied National Services —Chesapeake, VA
- Full-time
- Remote
- Mid-level
- Military encouraged
- Organizational skills
- Opportunities for advancement
Quick Apply
Operations Manager, Government
Seneca Holdings —Virginia Beach, VA
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Residential Manager
Brighter Days Housing —Norfolk, VA
- From $22 an hour
- Weekends as needed
- CPR Certification
- Clean driving record
- Mid-level
Quick Apply
9d
Business Manager
Acosta —Norfolk, VA
- $79,860 - $95,000 a year
- Full-time
- Remote
- Merchandising
- Mid-level
- Bachelor's degree
Quick Apply
Supply Support Manager (5272)
Three Saints Bay, LLC —Virginia Beach, VA
- $133,000 a year
- Background check
- 3 years
- Finance
Quick Apply

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client experience manager jobs near norfolk, va

Client Administrative Manager

Steward Partners Global Advisory LLC -
Chesapeake, VA

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

Employee relationship building

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, international advisory 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 Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

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 in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) 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:

This position can be based in Chesapeake, VA

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 experience manager jobs in norfolk, va

Client Administrative Manager

Project Manager

Industrial Services Project Manager

Plant Manager

Administrative Services Manager

Office Manager

General Manager

PRODUCT MANAGER - REMOTE

Program/Project Manager - USCG - REMOTE

Navy Client Account Manager

Family Support Manager

Communications Manager

Terminal Manager: Portsmouth, VA

Client Service Manager – Business Development (Virginia Market)

Program Manager (3490)

Remote Facility Maintenance Customer Service Account Manager

Operations Manager, Government

Residential Manager

Business Manager

Supply Support Manager (5272)

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