Top 468 Account specialist Jobs in Venice, 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
Transaction Coordinator & Agent Experience Manager
The Agency Sarasota —Sarasota, FL
- $20 - $25 an hour
- Part-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Territory Service and Sales Representative
Autotality LLC —Florida
- Full-time
- Background check
- Clean driving record
- Customer service
- Flexible schedule
Quick Apply
Sales Associate
RITE Technology —Sarasota, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Field Sales Representative
Versa Energy by PEScience —Sarasota, FL
- Full-time
- Hybrid work
- Sales
- Merchandising
- Mid-level
- Travel reimbursement
- Paid holidays
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
Outside Sales Representative (Countertop)
Elysium Tile Florida Inc —Sarasota, FL
- $60,000 - $100,000 a year
- Full-time
- Spanish
- Computer literacy
- Merchandising
- Paid training
- Paid holidays
Quick Apply
Maintenance Account Manager
Sunny Grove Landscaping —Sarasota, FL
- $65,000 - $75,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Accounts Payable/ Cash Manager
Confidential —Sarasota, FL
- $70,000 - $80,000 a year
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
10d
Regional Sales Manager - Latin America/Caribbean
Bartelt Packaging LLC —Sarasota, FL
- $80,000 - $100,000 a year
- Full-time
- Remote
- Spanish
- Mid-level
- Travel
- Health insurance
- Dental insurance
Tshirt Sales Rep for emerging brands
Public Products —Sarasota, FL
- $36,000 - $300,000 a year
- Full-time
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
8d
Territory Sales Manager
PartsXpress —Florida
- $50,000 - $70,000 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Travel reimbursement
- Mileage reimbursement
Quick Apply
Bilingual Territory Sales Representative
Reynolds and Reynolds —Sarasota, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Spanish
- Up to 50% travel
- Paid training
- Health savings account
Quick Apply
13d
Automotive Field Sales Rep — Central & South Florida (Commission, 1099)
RevCatch —Florida
- $60,000 - $150,000 a year
- Choose your own hours
- Spanish
- Dealership
- English
- Flexible schedule
Quick Apply
Regional Sales Manager: Southeast
Something & Nothing —Florida
- $0.75 per mile
- Weekends as needed
- Remote
- Spanish
- Mid-level
- Ability to lift 50 pounds
- Health insurance
- Cell phone reimbursement
Quick Apply
11d
Relationship Banker II | North Port
Busey Bank —North Port, FL
- $21.50 - $24.00 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
B2B Account Executive
Wholesale Payments Inc. —Florida
- $80,000 - $150,000 a year
- Full-time
- Hospitality
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Sales Director
TheMaxOut360 —Sarasota, FL
- $60,000 - $120,000 a year
- Full-time
- Mid-level
- Organizational skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
16h
Landscape Operations Manager
Mainscape Inc. —Bradenton, FL
- $65,000 - $75,000 a year
- Overtime
- 18 years or older
- Spanish
- CPR Certification
- Opportunities for advancement
Quick Apply
Support Service Rep II - Patient Account Specialist
Sarasota Memorial Health Care System —Sarasota, FL
- Full-time
- Background check
- Basic math
- Mid-level

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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

account specialist jobs in venice, fl

Registered Client Administrative Manager

Transaction Coordinator & Agent Experience Manager

Territory Service and Sales Representative

Sales Associate

Field Sales Representative

Inside Sales Account Manager Sarasota/Bradenton

Outside Sales Representative (Countertop)

Maintenance Account Manager

Accounts Payable/ Cash Manager

Regional Sales Manager - Latin America/Caribbean

Tshirt Sales Rep for emerging brands

Territory Sales Manager

Bilingual Territory Sales Representative

Automotive Field Sales Rep — Central & South Florida (Commission, 1099)

Regional Sales Manager: Southeast

Relationship Banker II | North Port

B2B Account Executive

Sales Director

Landscape Operations Manager

Support Service Rep II - Patient Account Specialist

I want to receive the latest job alert for account specialist in venice, fl

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