Top 265 Client manager Jobs in Saint Petersburg Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Client Engagement Manager
Revolution Technologies, LLC —Saint Petersburg, FL
- $30 - $40 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Client Relationship Manager
Sunrise Landscape —Pinellas Park, FL
- Full-time
- Clean driving record
- Pass drug screening
- Driver's License
Quick Apply
Client Manager
MGE Management Experts —Pinellas Park, FL
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Client Engagement Manager
Raymond James Financial, Inc. —Saint Petersburg, FL
- $30 - $40 an hour
- Writing skills
- Mid-level
- 3 years
- Health insurance
- Dental insurance
7d
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
HIV/AIDS Medical Case Manager
Metro Healthy Communities —Tampa, FL
- Full-time
- Word processing
- Computer literacy
- Mid-level
- 403(b) matching
- Mileage reimbursement
Quick Apply
Client Services Manager (Hybrid)
Hiregy —Tampa, FL
- Monday to Friday
- Hybrid work
- Background check
- Pass drug screening
- Research
- 401(k) matching
Quick Apply
Customer Service Representative - Bilingual
PostcardMania —Clearwater, FL
- $19.50 - $20.50 an hour
- Full-time
- Bilingual
- Office
- Entry level
- Paid training
- Paid holidays
Quick Apply
13d
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
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
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
LTSS Service Coordinator - Case Manager (Region D: Hillsborough/Mantee/Polk)
Elevance Health —Tampa, FL
- Monday to Friday
- Experience working with individuals with developmental disabilities
- Spanish
- Bachelor of Science
- Employee stock purchase plan
- Paid holidays
8d
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
9d
Financial Center Client Services Supervisor
Liberty Savings Bank FSB —Bradenton, FL
- Full-time
- Mid-level
- Office
- Mentoring
Quick Apply
2d
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
12d
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 Solutions Manager
Robert Half —Tampa, FL
- Email
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Paid parental leave
- Health savings account
9d

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client manager jobs near saint petersburg fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Clearwater, 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

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

Client Administrative Manager

Client Engagement Manager

Client Relationship Manager

Client Manager

Client Success Manager

Client Engagement Manager

Sales Manager - Client Focused

HIV/AIDS Medical Case Manager

Client Services Manager (Hybrid)

Customer Service Representative - Bilingual

Medical Field Case Manager

Case Manager

Child Welfare Case Manager

LTSS Service Coordinator - Case Manager (Region D: Hillsborough/Mantee/Polk)

Personal Injury Case Manager

Financial Center Client Services Supervisor

Relationship Manager - PEO

REMOTE Client Service Manager - Small Business

Client Solutions Manager

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