Top 1003 client advisor Jobs in tampa, fl

Director of Client Relations
Mezrah Consulting —Tampa, FL
- $110,000 - $130,000 a year
- Full-time
- Writing skills
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Junior Financial Advisor
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Inbound Client Advisor
PIROSO HEALTH GROUP LLC —Tampa, FL
- $65,000 - $95,000 a year
- Full-time
- No experience needed
- Office
- Reliable transportation
- On-the-job training
Quick Apply
Financial Representative - Entry Level
Northwestern Mutual - St. Petersburg —Saint Petersburg, FL
- $69,000 - $86,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Children
- Health insurance
- Dental insurance
Quick Apply
2d
Associate Attorney
James A. Schmidt, P.A. —Tampa, FL
- $70,000 - $110,000 a year
- Temporary
- Management
- Mid-level
- Analysis skills
- Paid time off
- Flexible schedule
Quick Apply
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Vice President of Sales
Brokers Alliance —Clearwater, FL
- $45,000 a year
- Full-time
- Remote
- In-person
- Senior level
- Paid holidays
- Disability insurance
Financial Advisor/Wealth Manager - Tampa, FL
Florida Financial Advisors —Tampa, FL
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
LCSW/ LMHC Therapist- IN OFFICE
Healing Thoughts Counseling —Clearwater, FL
- $75 - $130 an hour
- Part-time
- Hybrid work
- Private practice
- Licensed Clinical Social Worker
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Portfolio Administrator
Instrumental Wealth —Tampa, FL
- $60,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Ok Carz North Tampa Automotive Sales Floor Manager
OK CARZ —Tampa, FL
- $60,000 - $85,000 a year
- 8 hour shift
- Clean driving record
- Dealership
- Customer service
- Paid training
- Health insurance
17h
Financial Advisor - Tampa/St. Petersburg, FL
Thrivent —Tampa, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Director of Accounting
All Seasons Accounting Services —Tampa, FL
- From $85,000 a year
- Full-time
- CPA
- 5 years
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
NEST Capital —Tampa, FL
- Full-time
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Forensic Mechanical Engineer
J.S. Held LLC —Tampa, FL
- $130,000 - $170,000 a year
- Full-time
- Up to 50% travel
- Mid-level
- Residential
- Commuter assistance
- Health insurance
Quick Apply
Commercial Lines Inside Sales Agent-2-20 or 4-40Licensed
Fearnow Insurance —Seffner, FL
- $19 - $23 an hour
- Full-time
- Computer literacy
- Basic math
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Financial Advisor
Northwestern Mutual - Clearwater —Clearwater, FL
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Investment Sales Coordinator
GTE Financial —Tampa, FL
- Full-time
- Hybrid work
- Spanish
- Writing skills
- English

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Director of Client Relations

Mezrah Consulting -
Tampa, FL

Quick Apply

Job Details

Full-time
$110,000 - $130,000 a year

Benefits

Health savings account
Health insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Referral program

Qualifications

Performance reviews
Customer communication
Interpersonal skills
Finance
Team development
Bachelor's degree
Attention to detail
Organizational skills
Training & development

Full Job Description

The Director of Client Relations will manage the team responsible for the delivery of effective and efficient administration of non-qualified executive benefit plans. Responsible for the development of the department. Serves as the primary liaison with carriers and enterprise level clients to facilitate the administrative aspects of policies and plans. This position reports to the Vice President of Client Success.

Responsibilities

· Coach, develop, mentor, and manage the Client Relationship Team from both a team and individual perspective

· Perform Quarterly Performance Reviews for direct reports

· Perform bi-weekly pull-ups with direct reports to go over their Results Progress and Issues

· Listen to recorded calls and review electronic communication to provide feedback to the Client Relationship Team members

· Revise existing and implement new policies and procedures to ensure the Client Relationship Team is providing superior customer service in a professional, timely, and accurate manner

· Ensure policies and procedures are being followed through training and review of everyone’s work product

· Develop relationships with assigned clients and act as primary contact with clients and advisors on plan administration issues

· Schedule and lead meetings with clients to provide updates on the administration of their plan

· Ensure plan participants are responded to on service-related inquiries in a timely fashion

· Ensure mapbenefits (administration database) is updated timely to reflect changes in plan participants’ fund allocations, beneficiaries, contact information, etc.

· Ensure all participant terminations, death claims, payroll deferrals, distributions, asset allocation changes, etc. are processed timely

· Handle non-qualified executive benefit plan enrollments by organizing and coordinating the annual enrollment process for each corporate client including the process for enrolling people throughout the calendar year. This will include coordination and updating of the online enrollment process, processing of enrollment forms, preparation of enrollment and communication materials, as well as conducting onsite enrollment presentations and online webinars.

· Ensure mapbenefits is updated to track periodic and one-time service requests as well as plan participant inquiries

· Generate reports of service events requiring attention during subsequent one month, quarterly, or annual intervals (e.g., participant statements, corporate accounting reports, etc.)

· Maintain a comprehensive understanding of all of the plan designs and plan provisions, with the ability to interpret legal non-qualified plan documents

· Maintain contemporary knowledge of accounting and legal issues affecting non-qualified executive benefit plans

· Make enhancement recommendations for existing plan documents and confirm documents are compliant with relevant tax laws

· Implement new plans (e.g., designing new plans and working with counsel to create the plan document, setting up the client and/or plan in our administrative platform, creating enrollment materials, developing communication pieces, etc.)

· Transition existing plans to our administrative platform

· Asset / Liability management for non-qualified deferred compensation plans

· Participate in the hiring process as needed

· Participate as a team member in special projects

Qualifications

Education and Experience

· Four-year college degree.

· Five years of experience in administration of non-qualified executive benefit plans preferred

· Three years of management or supervisory experience

Skills

· Excellent interpersonal skills.

· Strong verbal and written communication skills.

· Ability to work autonomously and perform well under pressure.

· Strong attention to details with ability to organize, prioritize, and manage multiple tasks within set deadlines.

· Strong negotiation and decision-making skills.

· Ability to influence and lead a team of customer service focused individuals

· Strong organizational skills

Mezrah Consulting Culture

· Fun: At the core of everything we do

· Honesty: Open and honest communication is paramount and valued

· Integrity: We stand behind our commitments to our employees and clients alike

· Innovation: We embrace change and are always thinking with a vision toward the future, creating new strategies and simplifying complex ideas

· Focus: Growing business by growing our people

Pay: $110,000.00 - $130,000.00 per year

Benefits:

401(k)
401(k) matching
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Vision insurance

Application Question(s):

Do you currently live in the Tampa Bay area? This is NOT a remote position.
Do you have a minimum of 3 years experience of management or supervisory experience?
Is your Bachelor's Degree in Finance, Economics, Mathematics or other related degree?

Education:

Bachelor's (Required)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in tampa, fl

Director of Client Relations

Junior Financial Advisor

Inbound Client Advisor

Financial Representative - Entry Level

Associate Attorney

Licensed Financial Representative

Registered Client Administrative Manager

Vice President of Sales

Financial Advisor/Wealth Manager - Tampa, FL

LCSW/ LMHC Therapist- IN OFFICE

Client Administrative Manager

Portfolio Administrator

Ok Carz North Tampa Automotive Sales Floor Manager

Financial Advisor - Tampa/St. Petersburg, FL

Director of Accounting

Financial Advisor

Forensic Mechanical Engineer

Commercial Lines Inside Sales Agent-2-20 or 4-40Licensed

Financial Advisor

Investment Sales Coordinator

I want to receive the latest job alert for client advisor in tampa, fl

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