Top 801 Client services manager 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
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
Financial Advisor - Sarasota, FL
Florida Financial Advisors —Sarasota, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Staff Accountant
Risk Services, LLC —Sarasota, FL
- $52,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Medical Lead Veterinarian
Englewood Animal Health Center —Englewood, FL
- $130,000 - $190,000 a year
- Full-time
- Microsoft Outlook
- Recruiting
- Senior level
- Paid parental leave
- Disability insurance
Quick Apply
Commercial Account Manager (Pest Control Sales)
Turner Pest Control —Sarasota, FL
- Extended hours
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- Paid training
- Health savings account
Quick Apply
1d
Custodial Supervisor - Fitness Centers
Diversified Building Services —Bradenton, FL
- $50,000 a year
- Full-time
- Bilingual
- Microsoft Word
- Spanish
- 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
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
Board Certified Behavior Analyst (BCBA) or BCaBA
Smart Endeavors ABA —Port Charlotte, FL
- $45 - $75 an hour
- Part-time
- Background check
- Applied behavior analysis
- Experience working with individuals with disabilities
- Continuing education credits
- Health insurance
Quick Apply
11d
Sales and Account Management
Cx3 Ads —Sarasota, FL
- $70,000 - $130,000 a year
- Full-time
- Sales
- In-person
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Plumbing Supervisor
Upchurch —Florida
- Full-time
- Clean driving record
- Construction site
- 5 years
- Paid holidays
- Dental insurance
Quick Apply
14d
Client Accounting Manager/Operations Manager
Integrity Bookkeeping Pros —Sarasota, FL
- From $85,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Paid time off
- 401(k) matching
Quick Apply
Sr. PM/VP Civil Engineering
George F. Young, Inc. —Sarasota, FL
- Full-time
- Background check
- Civil engineering
- 7 years
- Paid holidays
- Health insurance
Quick Apply
Commercial HVAC Service Tech - Up to 5K Sign On Bonus
Cortez Heating and Air Conditioning —Sarasota, FL
- $35 - $45 an hour
- Customer service
- 5 years
- Mid-level
- Fuel card
- Paid holidays
Quick Apply
Electrical Engineering Manager (Construction/ Infrastructure)
ECF Engineering Consultants —Florida
- $130,000 - $160,000 a year
- Full-time
- 7 years
- Management
- Construction site
- Health insurance
- Dental insurance
Quick Apply
8d
Construction Project Manager/Estimator
Stock Custom Homes —Bradenton, FL
- $100,000 - $120,000 a year
- Full-time
- Construction site
- Bachelor of Science
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Management & Sales Training Program
Sherwin-Williams —Sarasota, FL
- $53,000 a year
- Weekends as needed
- 18 years or older
- Merchandising
- Ability to lift 50 pounds
2h
Civil Engineer/Manager
George F. Young, Inc. —Sarasota, FL
- Part-time
- Background check
- Civil engineering
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
Management & Sales Training Program
Sherwin-Williams —North Port, FL
- $2,119.24 a month
- Weekends as needed
- 18 years or older
- Merchandising
- Ability to lift 50 pounds
2h

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client services manager 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 manager jobs in venice, fl

Registered Client Administrative Manager

Inside Sales Account Manager Sarasota/Bradenton

Financial Advisor - Sarasota, FL

Staff Accountant

Medical Lead Veterinarian

Commercial Account Manager (Pest Control Sales)

Custodial Supervisor - Fitness Centers

Transaction Coordinator & Agent Experience Manager

Account Executive

Board Certified Behavior Analyst (BCBA) or BCaBA

Sales and Account Management

Plumbing Supervisor

Client Accounting Manager/Operations Manager

Sr. PM/VP Civil Engineering

Commercial HVAC Service Tech - Up to 5K Sign On Bonus

Electrical Engineering Manager (Construction/ Infrastructure)

Construction Project Manager/Estimator

Management & Sales Training Program

Civil Engineer/Manager

Management & Sales Training Program

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

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