Top 823 Client services 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
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
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
Commercial Project Manager
Ovida Construction Group, Inc. —Ellenton, FL
- From $100,000 a year
- Full-time
- Hospitality
- Bachelor of Science
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Stormwater Client Lead/Senior Project Manager- FL
HireOTS —Sarasota, FL
- $123,600 - $172,800 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Portfolio Community Association Manager (LCAM)
Trusted Community Management —Sarasota, FL
- From $65,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Mileage reimbursement
- Paid holidays
Quick Apply
7d
Construction Project Manager/Estimator
Stock Custom Homes —Bradenton, FL
- $100,000 - $120,000 a year
- Full-time
- Construction site
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
Quick Apply
9d
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
8d
District Sales Manager
SPF Screens & Awnings —Sarasota, FL
- $100,000 - $115,000 a year
- Evenings as needed
- Remote
- Mid-level
- 3 years
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
9d
Assistant Guest Services Manager
Evolution Parking & Guest Services —Sarasota, FL
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Opportunities for advancement
Quick Apply
LTSS Service Coordinator - Case Manager (Region F: Lee/Sarasota County)
Elevance Health —Sarasota, FL
- Monday to Friday
- Experience working with individuals with developmental disabilities
- Spanish
- Bachelor of Science
- Employee stock purchase plan
- Paid holidays
1d
Director of Operations
Bronwick, LLC —Sarasota, FL
- $90,000 - $130,000 a year
- Full-time
- Spanish
- English
- Residential
- Relocation assistance
- Health insurance
Quick Apply
General Manager ( Property Manager)
KW Property Management LLC —Sarasota, FL
- $130,000 a year
- Weekends as needed
- Spanish
- Ability to walk for extended periods
- 5 years
Quick Apply
10d
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
7d
Project Manager
Perrone Construction —Sarasota, FL
- $95,000 - $110,000 a year
- Full-time
- Construction site
- 5 years
- Computer literacy
- Profit sharing
- Health insurance
Emergency Management/Emergency Response-Client Services Representative
CERES ENVIRONMENTAL SERVICES INC —Sarasota, FL
- $55,000 - $70,000 a year
- Full-time
- Remote
- Ability to lift 50 pounds
- Business development
- Analysis skills
- Travel reimbursement
- Health insurance
Quick Apply
Underwriting Support Associate Account Manager (Aviation)
IAT Insurance Group —Sarasota, FL
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Profit sharing
- Paid holidays
Regional Operations Manager
CENTERPLACE HEALTH INC —Sarasota, FL
- Full-time
- Bilingual
- Background check
- Microsoft Outlook
Quick Apply
3d
Property Manager - Luxury
ZRS MANAGEMENT LLC —Sarasota, FL
- Weekends as needed
- Sales
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Lobby Manager
Northern Trust Corp. —Sarasota, FL
- Full-time
- 5 years
- Mid-level
- Office

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client services manager 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

client services manager jobs in sarasota, fl

Registered Client Administrative Manager

Inside Sales Account Manager Sarasota/Bradenton

Client Development Manager

Commercial Project Manager

Stormwater Client Lead/Senior Project Manager- FL

Portfolio Community Association Manager (LCAM)

Construction Project Manager/Estimator

Account Manager

District Sales Manager

Assistant Guest Services Manager

LTSS Service Coordinator - Case Manager (Region F: Lee/Sarasota County)

Director of Operations

General Manager ( Property Manager)

Account Manager

Project Manager

Emergency Management/Emergency Response-Client Services Representative

Underwriting Support Associate Account Manager (Aviation)

Regional Operations Manager

Property Manager - Luxury

Lobby Manager

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