Top 2377 Client experience manager Jobs in Tampa Fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Plaintiff Litigation Case Manager
Scarborough Attorneys at Law —Tampa, FL
- $50,000 - $80,000 a year
- Full-time
- Microsoft Word
- Research
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
3d
Business Development Manager
CRIF Select Corporation —Tampa, FL
- $80,000 - $85,000 a year
- Full-time
- Travel
- Senior level
- Leadership
- Health savings account
- Health insurance
Quick Apply
Business Development Manager
Confidential —Tampa, FL
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Business Development Manager - Industrial & Heavy Duty Markets
Hotstart Inc —Tampa, FL
- $79,015.34 - $95,158.26 a year
- Email
- Microsoft Word
- Mid-level
- Presentation skills
- Profit sharing
- Health insurance
Quick Apply
8d
Branch Leader
Confidential —Tampa, FL
- $100,000 - $130,000 a year
- Full-time
- Clean driving record
- Construction site
- Driver's License
- Health savings account
- Relocation assistance
Quick Apply
Client Technology Manager
Helion Technologies Inc —Tampa, FL
- $80,000 - $110,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Windows
- Paid training
- Paid parental leave
Quick Apply
9d
Office Manager (Contracts Experience)
Granite Communications and Security —Lutz, FL
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Professional Relationship Manager
Bank of Central Florida —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Health savings account
- Health insurance
Quick Apply
Property Manager
Willow Bridge Property Company —Riverview, FL
- Weekends as needed
- Microsoft Excel
- Mid-level
- Residential
- Health insurance
- Dental insurance
Assistant Guest Services Manager
THE CAR PARK LLC —Tampa, FL
- $65,000 a year
- Full-time
- 5 years
- Microsoft Office
- Supervising experience
- Paid parental leave
- Paid holidays
Quick Apply
7d
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
Program Manager/Training Lead
Contact Government Services, LLC —Tampa, FL
- $180,000 - $200,000 a year
- Full-time
- 5 years
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
Manager, Customer Success
Ingenio, LLC —Tampa, FL
- $75,000 - $90,000 a year
- Full-time
- Remote
- US work authorization
- Senior level
- 2 years
- Health insurance
- Dental insurance
Client Services Manager
ProActive Property Management —Palm Harbor, FL
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- 3 years
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
13d
Assistant Store Manager - Sales & Service, Full Time, Tampa - Pottery Barn Kids & Teen
Williams-Sonoma, Inc. —Tampa, FL
- Weekends as needed
- Mid-level
- Organizational skills
- Fair chance
- Wellness program
- Paid holidays
Product Manager (Remote)
BenefitHub —Tampa, FL
- $75,000 - $95,000 a year
- Full-time
- Remote
- Computer Science
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
Branch Manager - Tampa, FL
Zedcor Security Solutions —Apollo Beach, FL
- $90,000 - $120,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
Quick Apply
6d
Wellness Manager
The Stovall House —Tampa, FL
- $70,000 - $85,000 a year
- Weekends as needed
- CPR Certification
- Mid-level
- 3 years
- Wellness program
Quick Apply
Associate Client Manager
Gallagher —Tampa, FL
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health savings account

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client experience manager jobs near tampa fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Largo, 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
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

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, international advisory 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 Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

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
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
FINRA Series 7 and 66 (or 63 and 65) preferred
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

Location: In office 5 days a week

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 tampa fl

Client Administrative Manager

Plaintiff Litigation Case Manager

Business Development Manager

Business Development Manager

Business Development Manager - Industrial & Heavy Duty Markets

Branch Leader

Client Technology Manager

Office Manager (Contracts Experience)

Professional Relationship Manager

Property Manager

Assistant Guest Services Manager

Client Success Manager

Program Manager/Training Lead

Manager, Customer Success

Client Services Manager

Assistant Store Manager - Sales & Service, Full Time, Tampa - Pottery Barn Kids & Teen

Product Manager (Remote)

Branch Manager - Tampa, FL

Wellness Manager

Associate Client Manager

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