Top 135 Client relations 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
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
Sales Support Account Coordinator
Office Space Copier, Inc. —Sarasota, FL
- From $40,000 a year
- Full-time
- Microsoft Outlook
- Administrative experience
- US work authorization
- 401(k)
- Paid time off
Quick Apply
Inside Sales Representative
xByte Technologies —Bradenton, FL
- $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Account Manager
Waller HROPS LLC —Palmetto, FL
- $85,000 - $102,000 a year
- Extended hours
- Engineering
- ERP systems
- Pass drug screening
- Health insurance
- Dental insurance
Quick Apply
11d
Customer Relations Representative - State Farm Agent Team Member
Warren Middleton - State Farm Agent —Sarasota, FL
- $50,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- 401(k) matching
Quick Apply
Client Service Associate (Lakewood Ranch, FL)
Raymond James Financial, Inc. —Lakewood Ranch, FL
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
6d
Client Service Associate (Sarasota, FL)
Raymond James Financial, Inc. —Sarasota, FL
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Account Manager
City Wide Facility Solutions —Sarasota, FL
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Spanish
- Microsoft Outlook
- English
- Health insurance
- Dental insurance
Quick Apply
9d
Customer Success Manager
TENEX.AI —Sarasota, FL
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Customer Service Representative
Progressive Screens —Sarasota, FL
- $23 - $28 an hour
- Office
- Residential
- Organizational skills
- Paid parental leave
- Health insurance
Quick Apply
3d
Manager of Event Sales and Partnerships
THE JEWISH FEDERATION OF SARASOTA-MANATEE INC —Sarasota, FL
- Weekends as needed
- Hybrid work
- Mid-level
- Contracts
- Negotiation
Office Staff
Prodigy Pest Solutions LLC —Sarasota, FL
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
Director of Customer Growth
Master Trades Group —Sarasota, FL
- $150,000 - $160,000 a year
- Remote
- 7 years
- Marketing
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
ACCOUNT EXEC, SMB D2D SALES
Frontier Communications —Sarasota, FL
- $50,000 a year
- Driver's License
- Bachelor's degree
- Driving
- Paid parental leave
- Paid holidays
Quick Apply
Account Manager- Landscaping Industry
EAST COUNTY LAWN CARE, INC. —Bradenton, FL
- $50,000 - $60,000 a year
- Full-time
- Clean driving record
- Mid-level
- Driver's License
- Paid time off
Quick Apply
Account Manager
Resin Rock llc —Sarasota, FL
- $18 - $23 an hour
- Full-time
- Spanish
- Writing skills
- English
- Health insurance
- Paid time off
Quick Apply
Crane and Rigging Sales Representative
Adams Crane Hire and Rigging —Florida
- $43,000 - $60,000 a year
- Full-time
- Construction site
- Mid-level
- Office
- Flexible schedule
Quick Apply
2h
B2B Account Executive, Outside Sales
Wholesale Payments Inc. —Florida
- $80,000 - $150,000 a year
- Full-time
- Mid-level
- Driving
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
11d
Account Development Manager
The Pittsburgh Paints Co —Sarasota, FL
- Remote
- Mid-level
- High school diploma or GED
- Business development
- Paid holidays
- Disability insurance
Quick Apply

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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

client relations jobs in sarasota, fl

Registered Client Administrative Manager

Sales and Account Management

Sales Support Account Coordinator

Inside Sales Representative

Account Manager

Customer Relations Representative - State Farm Agent Team Member

Client Service Associate (Lakewood Ranch, FL)

Client Service Associate (Sarasota, FL)

Account Manager

Customer Success Manager

Customer Service Representative

Manager of Event Sales and Partnerships

Office Staff

Director of Customer Growth

ACCOUNT EXEC, SMB D2D SALES

Account Manager- Landscaping Industry

Account Manager

Crane and Rigging Sales Representative

B2B Account Executive, Outside Sales

Account Development Manager

I want to receive the latest job alert for client relations in sarasota, fl

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