Top 55 Client 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
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
Home Health RN Case Manager
FirstLight Homecare —Venice, FL
- $30 - $35 an hour
- Part-time
- Nursing
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
Case Manager (RN)/Social Worker Full-Time Days MMH
Manatee Memorial Hospital —Bradenton, FL
- Full-time
- Nursing
- Hospital
- Mid-level
- Health insurance
- Dental insurance
4d
Legal Case Manager
Bewildered Mongoose Thermal Solutions —Bradenton, FL
- $20 - $22 an hour
- Full-time
- Mid-level
- US work authorization
- Organizational skills
- Wellness program
- Paid time off
Quick Apply
5d
Manager of Market Research & Client Partnerships (Remote)
iMarketResearch —Longboat Key, FL
- Full-time
- Remote
- 5 years
- Bachelor's degree
- Team management
Quick Apply
Manager of Client Experience & Business Services
Canandaigua National Bank & Trust Co —Sarasota, FL
- $25.25 - $30.25 an hour
- Full-time
- 5 years
- Office
- Bachelor's degree
Quick Apply
Case Management -Case Manager Full-Time Days MMH
Manatee Memorial Hospital —Bradenton, FL
- Full-time
- Hospital
- Mid-level
- Master's degree
- Health insurance
- Dental insurance
20h
Sr. Technical Services Representative
LATICRETE International, Inc. —Bradenton, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- DevOps
- AD&D insurance
- Paid holidays
Quick Apply
Customer Experience Representative
ID&C —Bradenton, FL
- $22 - $24 an hour
- Full-time
- Background check
- Office
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
4d
Client Services Manager
Senior Helpers - Sarasota/Bradenton —Sarasota, FL
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Client Relationship Manager
Sunrise Landscape —Bradenton, FL
- Full-time
- Clean driving record
- Pass drug screening
- Driver's License
- Paid parental leave
- Paid holidays
Quick Apply
Customer Success Manager
TENEX.AI —Sarasota, FL
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Customer Service Representative
S-ONE SERVICES LLC —Sarasota, FL
- Full-time
- Office
- Communication skills
- Entry level
Quick Apply
Ascent Managing Director Client Advisor
U.S. Bank National Association —Sarasota, FL
- $186,150 - $240,900 a year
- Full-time
- CPA
- 11+ years
- Finance
- Paid holidays
- Disability insurance
Customer Account Coordinator
Safran —Sarasota, FL
- Full-time
- ERP systems
- Mid-level
- Office
3d
Case Manager for Seniors - In home visits - 35 hours/week
SENIOR FRIENDSHIP CENTERS INC —Sarasota, FL
- Full-time
- Background check
- Spanish
- Microsoft Excel
- 403(b) matching
- Paid holidays
Quick Apply
12d
Preschool Case Manager
Easterseals Southwest Florida —Sarasota, FL
- $50,000 a year
- Full-time
- Mid-level
- Children
- Contracts
- 403(b) matching
- Paid holidays
Nutritional Case Manager
Nutrition Wellness Center —Sarasota, FL
- Full-time
- Mid-level
- Office
- Case management
- Dental insurance
- 401(k)
Quick Apply
8d
Customer Service Representative
Quality Enclosures Inc —Sarasota, FL
- $22 - $24 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- On-the-job training
Quick Apply
8d

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client 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 manager jobs in sarasota fl

Registered Client Administrative Manager

Client Development Manager

Home Health RN Case Manager

Case Manager (RN)/Social Worker Full-Time Days MMH

Legal Case Manager

Manager of Market Research & Client Partnerships (Remote)

Manager of Client Experience & Business Services

Case Management -Case Manager Full-Time Days MMH

Sr. Technical Services Representative

Customer Experience Representative

Client Services Manager

Client Relationship Manager

Customer Success Manager

Customer Service Representative

Ascent Managing Director Client Advisor

Customer Account Coordinator

Case Manager for Seniors - In home visits - 35 hours/week

Preschool Case Manager

Nutritional Case Manager

Customer Service Representative

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