Top 664 Account specialist Jobs in Sarasota, Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Staff Accountant
Risk Services, LLC —Sarasota, FL
- $52,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Sales Representative - Bradenton
Florida Paints —Bradenton, FL
- Full-time
- Spanish
- Pass drug screening
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
5d
Commercial Account Manager (Pest Control Sales)
Turner Pest Control —Sarasota, FL
- Extended hours
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- Paid training
- Health savings account
Quick Apply
3d
Sales Associate
Mark of Mastery Consulting —Nokomis, FL
- $46,980.75 - $56,578.96 a year
- Full-time
- In-person
- Communication skills
- Entry level
Quick Apply
6d
Sales & Business Development Manager – Eco-Friendly Plant-Based Mold Remediation Product Relaunch
TEAKDECKING SYSTEMS, INC. —Sarasota, FL
- $60,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
4d
Account Executive
Cx3 Ads —Sarasota, FL
- $70,000 - $130,000 a year
- Full-time
- Sales
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Outside Sales Representative (Countertop)
Elysium Tile Florida Inc —Sarasota, FL
- $60,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Merchandising
- Paid training
- Paid holidays
Quick Apply
Client Development Manager
Horsepower Leasing —Palmetto, FL
- $75,000 a year
- Overnight shift
- Microsoft Outlook
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Remote Licensed Insurance and Membership Sales Agent (Tampa residents only)
AAA The Auto Club Group —Florida
- $17.33 an hour
- Extended hours
- Marketing
- Computer literacy
- Pass drug screening
- Paid training
- Paid jury duty
11d
Inside Sales Account Manager Sarasota/Bradenton
FastTrack Software US LLC —Bradenton, FL
- $45,000 - $70,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Sales and Account Management
Cx3 Ads —Sarasota, FL
- $70,000 - $130,000 a year
- Full-time
- Sales
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Landscape Operations Manager
Mainscape Inc. —Bradenton, FL
- $65,000 - $75,000 a year
- Overtime
- 18 years or older
- Spanish
- CPR Certification
- Opportunities for advancement
Quick Apply
Transaction Coordinator & Agent Experience Manager
The Agency Sarasota —Sarasota, FL
- $20 - $25 an hour
- Part-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Associate Financial Advisor
Edward Jones —Florida
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Account Manager
Johns Lyng USA —Sarasota, FL
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Fuel card
- Health savings account
Quick Apply
Sales Representative
ID&C, division of Avery Products —Bradenton, FL
- $55,000 - $65,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Bradenton, FL
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
12d
Remote Account Executive
ReminderMedia —Florida
- $65,000 - $125,000 a year
- Full-time
- Remote
- Mid-level
- Fair chance
- Paid holidays
- Health insurance
Quick Apply

I want to receive the latest job alert for account specialist in sarasota, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

account specialist jobs near sarasota, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, 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
Series 7
FINRA License

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

account specialist jobs in sarasota, fl

Registered Client Administrative Manager

Staff Accountant

Sales Representative - Bradenton

Commercial Account Manager (Pest Control Sales)

Sales Associate

Sales & Business Development Manager – Eco-Friendly Plant-Based Mold Remediation Product Relaunch

Account Executive

Outside Sales Representative (Countertop)

Client Development Manager

Remote Licensed Insurance and Membership Sales Agent (Tampa residents only)

Inside Sales Account Manager Sarasota/Bradenton

Sales and Account Management

Landscape Operations Manager

Transaction Coordinator & Agent Experience Manager

Associate Financial Advisor

Senior Relationship Strategist - PNC Private Bank

Account Manager

Sales Representative

Banking Relationship Specialist (Senior Relationship Banker)

Remote Account Executive

I want to receive the latest job alert for account specialist in sarasota, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected