Top 249 Client manager Jobs in Saint Petersburg, 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
HIV/AIDS Medical Case Manager
Metro Healthy Communities —Saint Petersburg, FL
- Full-time
- Word processing
- Computer literacy
- Mid-level
- 403(b) matching
- Mileage reimbursement
Quick Apply
Sales Manager - Client Focused
NESTEA MARKETING CORP —Largo, FL
- $36,000 a year
- Full-time
- Mid-level
- Presentation skills
- In-person
- Paid training
Quick Apply
Personal Injury Case Manager
Accidents Pro Law, P.A. —Tampa, FL
- $25 - $35 an hour
- 8 hour shift
- Spanish
- Microsoft Excel
- Customer service
Quick Apply
Medical Field Case Manager
Enlyte —Tampa, FL
- $63,000 - $90,000 a year
- Full-time
- Nursing
- Microsoft Outlook
- RN License
- Travel reimbursement
- Health savings account
Client Relationship Manager
Sunrise Landscape —Pinellas Park, FL
- Full-time
- Clean driving record
- Pass drug screening
- Driver's License
Quick Apply
Targeted Mental Health Case Manager Adult
Directions for Living —Clearwater, FL
- $31.25 an hour
- Full-time
- Writing skills
- Adults
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
9d
Commercial Lines Client Service Manager
Higginbotham —Saint Petersburg, FL
- Microsoft Outlook
- Writing skills
- Mid-level
- Wellness program
- Paid holidays
Intensive Case Manager of Treatment Works 20
Directions for Living —Largo, FL
- $33.73 an hour
- Clean driving record
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
12d
Case Manager
Lutheran Services Florida —Largo, FL
- $25 an hour
- Full-time
- Background check
- CPR Certification
- Mid-level
- Paid holidays
- Loan repayment program
Quick Apply
Personal Injury Case Manager
Everforth —Tampa, FL
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
10d
Child Welfare Case Manager
Lutheran Services Florida —Bradenton, FL
- $26.44 an hour
- Extended hours
- Background check
- Microsoft Excel
- Writing skills
- Paid holidays
- Loan repayment program
Quick Apply
Customer Success Manager
EverDriven —Tampa, FL
- $88,000 - $105,000 a year
- Remote
- 5 years
- Mid-level
- Business development experience
- Paid holidays
- Disability insurance
Quick Apply
Customer Success Manager, Tier 1 (East)
Eltropy Inc. —Tampa, FL
- $125,000 - $135,000 a year
- Remote
- 5 years
- Analysis skills
- Travel
Relationship Manager - PEO
Paychex —Saint Petersburg, FL
- $59,626 - $93,698 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
13d
Client Manager
MGE Management Experts —Pinellas Park, FL
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Service Partner - PEO Payroll
Paychex —Saint Petersburg, FL
- $24.23 - $30.90 an hour
- Full-time
- Mid-level
- Bachelor's degree
- Continuous improvement
- Paid holidays
- Health insurance
REMOTE Client Service Manager - Small Business
Gallagher —Tampa, FL
- Full-time
- Remote
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Associate Strategic Client Executive, Rx Solutions
Marsh McLennan Agency —Tampa, FL
- Extended hours
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Tuition reimbursement

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client manager jobs near saint petersburg, 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

client manager jobs in saint petersburg, fl

Client Administrative Manager

HIV/AIDS Medical Case Manager

Sales Manager - Client Focused

Personal Injury Case Manager

Medical Field Case Manager

Client Relationship Manager

Targeted Mental Health Case Manager Adult

Commercial Lines Client Service Manager

Intensive Case Manager of Treatment Works 20

Case Manager

Personal Injury Case Manager

Child Welfare Case Manager

Customer Success Manager

Customer Success Manager, Tier 1 (East)

Relationship Manager - PEO

Client Manager

Service Partner - PEO Payroll

REMOTE Client Service Manager - Small Business

Client Success Manager

Associate Strategic Client Executive, Rx Solutions

I want to receive the latest job alert for client manager in saint petersburg, fl

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