Top 408 Client experience manager 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
3d
Marketing & Development Manager
Virtus Health —Sarasota, FL
- $80,000 - $95,000 a year
- Full-time
- Background check
- Marketing
- 5 years
- Health savings account
- Paid holidays
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Incident Response Manager
Crowe —Sarasota, FL
- $110,800 - $226,400 a year
- Full-time
- 7 years
- Azure
- Windows
Quick Apply
9d
Community Manager
Greystar Real Estate Partners LLC —Sarasota, FL
- $80,000 - $90,000 a year
- Email
- Sales
- Word processing
- Mid-level
- Paid parental leave
- Paid holidays
5d
RN Clinical Manager
Patients First Home Care LLC —Bradenton, FL
- $80,000 - $90,000 a year
- Full-time
- Background check
- CPR Certification
- Current TB test
- Continuing education credits
- Paid holidays
Quick Apply
Tax Manager
Miles & Thirion CPA Firm, Inc. —Sarasota, FL
- $100,000 - $130,000 a year
- Overtime
- 6 years
- CPA
- Computer literacy
- Disability insurance
- Health insurance
Quick Apply
Civil Engineer/Manager
George F. Young, Inc. —Sarasota, FL
- Part-time
- Background check
- Civil engineering
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
Electrical Project Manager
Bright Future Electric —Sarasota, FL
- Extended hours
- Background check
- Construction site
- Ability to walk for extended periods
- Health insurance
- Dental insurance
Quick Apply
Regional Business Development Manager – Vehicle Transportation - Florida
Autosled —Florida
- From $90,000 a year
- Full-time
- Remote
- 6 years
- US work authorization
- Senior level
- Health insurance
- 401(k)
Quick Apply
Medical Lead Veterinarian
Englewood Animal Health Center —Englewood, FL
- $130,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Recruiting
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
Veterinary Practice Manager
Forest Lakes Animal Clinic —Sarasota, FL
- Full-time
- Inventory management
- Mid-level
- 3 years
- Paid parental leave
- Disability insurance
Quick Apply
General Manager & General Sales Manager opportunities!
Murgado Automotive Group —Florida
- Full-time
- Dealership
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Commercial Relationship Manager
BayFirst National Bank —Sarasota, FL
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
13d
General Manager – Commercial Laundry Operations
M&M Property Management Group, LLC —Bradenton, FL
- From $55,000 a year
- 8 hour shift
- Bilingual
- Background check
- Hospitality
- Profit sharing
- Health insurance
Quick Apply
Assistant Branch Leader - Sarasota Southside Village
BankUnited, N. A. —Sarasota, FL
- Basic math
- Mid-level
- Office
Account Manager
Resin Rock llc —Sarasota, FL
- $18 - $23 an hour
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Paid time off
Quick Apply
Board Certified Behavior Analyst - Clinical Supervisor
Sunshine Autism Center —Florida
- Up to $70 an hour
- Part-time
- Background check
- Management
- Mid-level
- Continuing education credits
- Mileage reimbursement
Quick Apply
Irrigation Supervisor
Sunny Grove Landscaping —Sarasota, FL
- $65,000 - $75,000 a year
- Full-time
- Background check
- Clean driving record
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Office Manager/Bookkeeper
Sennes Design Build —Nokomis, FL
- $1,000 - $1,200 a week
- Full-time
- Background check
- Google Workspace
- Microsoft Excel
- Paid holidays
- Paid time off
Quick Apply
5d
Mechanical Project Manager (Healthcare)
B & I Contractors, Inc —Sarasota, FL
- Construction site
- Engineering
- Ability to lift 50 pounds
- Health insurance
- 401(k) matching
Quick Apply

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client experience manager jobs near sarasota, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time
3 days ago

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

client experience manager jobs in sarasota, fl

Registered Client Administrative Manager

Marketing & Development Manager

Incident Response Manager

Community Manager

RN Clinical Manager

Tax Manager

Civil Engineer/Manager

Electrical Project Manager

Regional Business Development Manager – Vehicle Transportation - Florida

Medical Lead Veterinarian

Veterinary Practice Manager

General Manager & General Sales Manager opportunities!

Commercial Relationship Manager

General Manager – Commercial Laundry Operations

Assistant Branch Leader - Sarasota Southside Village

Account Manager

Board Certified Behavior Analyst - Clinical Supervisor

Irrigation Supervisor

Office Manager/Bookkeeper

Mechanical Project Manager (Healthcare)

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