Top 2122 Client services 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
Senior Care Advisor - Sarasota County - **COMMISSION ONLY**
My Care Finders —Sarasota, FL
- $80,000 - $150,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Computer literacy
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
Account Executive
Cx3 Ads —Sarasota, FL
- $70,000 - $130,000 a year
- Full-time
- Sales
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Linux Support Specialist
TechPro, Inc. —Venice, FL
- $45,000 - $60,000 a year
- Overtime
- Background check
- Clean driving record
- Pass drug screening
- 401(k)
- Paid time off
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Sarasota, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Part Time Associate Banker Venice Market (30 hours)
JPMorganChase —Venice, FL
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Part Time (30 Hours) Associate Banker, Bee Ridge and Riviera Branch, Sarasota, FL
JPMorganChase —Venice, FL
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
14d
Medical Front Office Coordinator-Venice, FL
WSA Americas —Nokomis, FL
- $19 an hour
- Administrative experience
- High school diploma or GED
- Clinic
- Paid holidays
- Tuition reimbursement
Quick Apply
New Home Sales Professional - Venice, FL
Perry Homes —Nokomis, FL
- Full-time
- Customer service
- Mid-level
- Contracts
- Paid training
- Health insurance
Quick Apply
Receptionist
Jenkins Chevrolet of Venice —Venice, FL
- Part-time
- Dealership
- Administrative experience
- Organizational skills
Quick Apply
Receptionist
Ideal Classic Cars —Venice, FL
- $15 an hour
- Full-time
- Dealership
- Organizational skills
- Entry level
- Disability insurance
- Dental insurance
Quick Apply
New Home Sales Professional - Punta Gorda, FL
Perry Homes —Englewood, FL
- Full-time
- Customer service
- Mid-level
- Contracts
- Paid training
- Health insurance
Quick Apply
23h
Inbound Communications Specialist
Excel Telemessaging —Venice, FL
- $17 an hour
- Weekends as needed
- Computer literacy
- Data entry
- Typing
- Health insurance
- Dental insurance
Quick Apply
Leasing & Marketing Professional
Willow Bridge Property Company —Venice, FL
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Residential
- Health insurance
- Dental insurance
Hair Salon Receptionist
Making Waves Salon LLC —Nokomis, FL
- From $16 an hour
- Part-time
- Organizational skills
- In-person
- Entry level
- Paid time off
- Employee discount
Quick Apply
1d
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
Office Manager (Part Time)
Vida Counseling Group —Venice, FL
- $20 - $24 an hour
- Part-time
- Background check
- Private practice
- HIPAA
Quick Apply
Retail Part Time Store Associate
Office Depot —Venice, FL
- $14.00 - $16.50 an hour
- Part-time
- Computer literacy
- No experience needed
- High school diploma or GED
- Commuter assistance
- Health savings account
8d
Onboarding Senior Associate
Crowe —Sarasota, FL
- $67,700 - $133,900 a year
- Full-time
- Remote
- Microsoft Excel
- Mid-level
- Bachelor's degree
Quick Apply
16h
Service Advisor
Hyundai of Venice —Venice, FL
- $25 an hour
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Health savings account
- Paid holidays
Quick Apply

I want to receive the latest job alert for client services in venice, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services jobs near venice, 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 jobs in venice, fl

Registered Client Administrative Manager

Senior Care Advisor - Sarasota County - COMMISSION ONLY

Account Executive

Linux Support Specialist

Financial Services Professional - Hybrid Remote (FL)

Part Time Associate Banker Venice Market (30 hours)

Part Time (30 Hours) Associate Banker, Bee Ridge and Riviera Branch, Sarasota, FL

Medical Front Office Coordinator-Venice, FL

New Home Sales Professional - Venice, FL

Receptionist

Receptionist

New Home Sales Professional - Punta Gorda, FL

Inbound Communications Specialist

Leasing & Marketing Professional

Hair Salon Receptionist

Emergency Management/Emergency Response-Client Services Representative

Office Manager (Part Time)

Retail Part Time Store Associate

Onboarding Senior Associate

Service Advisor

I want to receive the latest job alert for client services in venice, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected