Top 768 Director of client services Jobs in Pinellas Park, Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Director of National Strategic Client Services- Employee Benefits
Insurance Office of America, Inc. —Clearwater, FL
- $195,000 - $215,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid holidays
- Health insurance
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1d
Director of Client Services
Maverick —Saint Petersburg, FL
- Background check
- Pass drug screening
- Office
Quick Apply
18h
Director, Client Services
Kobie Marketing —Saint Petersburg, FL
- Full-time
- Remote
- Bachelor's degree
- Continuous improvement
- Travel
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Sr. Director, Client Services
Kobie Marketing —Saint Petersburg, FL
- Full-time
- Remote
- Bachelor's degree
- Continuous improvement
- Travel
Quick Apply
Director of Client Success, Arrive Fresh
Arrive Logistics —Tampa, FL
- Full-time
- Microsoft Excel
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Director of Project services and Installations
Reimagine Office Furnishings —Ybor City, FL
- Full-time
- Background check
- AutoCAD
- 7 years
- Health insurance
- Dental insurance
Quick Apply
Assistant Director (BCBA) - Hillsborough
ABA Solutions, Inc —Tampa, FL
- 8 hour shift
- Mid-level
- Master's degree
- Travel
- Continuing education credits
- Paid holidays
Quick Apply
Case Manager
Catholic Charities —Holiday, FL
- $23 an hour
- Weekends as needed
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Senior Veterinary Internal Medicine Technician
Epic Specialty & Emergency Pet Care —Tampa, FL
- $25 - $30 an hour
- Weekends as needed
- Blood sampling
- Vital signs
- Medication administration
- Health insurance
- Dental insurance
Quick Apply
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Therapist - Foster Youth Program
Carlton Manor Inc. —Pinellas Park, FL
- $55,000 - $60,000 a year
- Weekends as needed
- Background check
- LMFT
- Licensed Clinical Social Worker
- Health insurance
- Dental insurance
Quick Apply
6d
Florida Managing Director
Unum Group —Tampa, FL
- Full-time
- Office
- Bachelor's degree
- Travel
- Loan repayment program
- Disability insurance
Director of Operations
Riverwalk Wealth Advisors —Tampa, FL
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
Occupational Therapist (OT) - Home Health
Enhabit Home Health & Hospice —Clearwater, FL
- Full-time
- Mid-level
- Home Health
- US work authorization
- Health savings account
- Disability insurance
Quick Apply
3d
Regional Hyperbaric Coordinator - Certified Hyperbaric Technologist/Safety Director (CHT)
Innovative Healing Systems Inc —Tarpon Springs, FL
- Full-time
- Remote
- Clinic
- Travel
- Senior level
- Travel reimbursement
- Disability insurance
Quick Apply
3d
BCBA
Step Beyond Development —Safety Harbor, FL
- $50 - $65 an hour
- Full-time
- Data analysis skills
- Mid-level
- Clinic
- Continuing education credits
- Paid holidays
Quick Apply
1d
Tax Director (Senior Tax Manager)
Leoforce —Tampa, FL
- $150,000 - $220,000 a year
- CPA
- 5 years
- Finance
- Paid holidays
- Health insurance
Quick Apply
LTSS Service Coordinator - Case Manager (Region C: Pasco/Pinellas)
Elevance Health —Saint Petersburg, FL
- Monday to Friday
- Experience working with individuals with developmental disabilities
- Spanish
- Bachelor of Science
- Employee stock purchase plan
- Paid holidays
Director of Survey
ESP Associates —Tampa, FL
- Full-time
- Background check
- 5 years
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
9d

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director of client services jobs near pinellas park, fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Largo, FL

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
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
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, 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: In office 5 days a week

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

director of client services jobs in pinellas park, fl

Client Administrative Manager

Director of National Strategic Client Services- Employee Benefits

Director of Client Services

Director, Client Services

Sr. Director, Client Services

Director of Client Success, Arrive Fresh

Director of Project services and Installations

Assistant Director (BCBA) - Hillsborough

Case Manager

Senior Veterinary Internal Medicine Technician

Licensed Financial Representative

Therapist - Foster Youth Program

Florida Managing Director

Director of Operations

Occupational Therapist (OT) - Home Health

Regional Hyperbaric Coordinator - Certified Hyperbaric Technologist/Safety Director (CHT)

BCBA

Tax Director (Senior Tax Manager)

LTSS Service Coordinator - Case Manager (Region C: Pasco/Pinellas)

Director of Survey

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