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Senior Registered Client Administrative Manager

Steward Partners Global Advisory Baltimore, MD
  • Expired: 21 days ago. Applications are no longer accepted.

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:

  • 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
  • Onboard new client accounts, which includes the collection of required documentation and client information
  • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
  • Proactively prepare financial reports, spreadsheets and other materials for client meetings
  • Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
  • Input orders at the direction of the Financial Advisor(s)
  • Assist with operational functions as required
  • 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
  • May provide support and coaching for other sales support staff

Skills, Experience & Qualifications

  • Active FINRA Series 7, 63 and 65 or Series 7 and 66 required
  • Five or more years of industry experience preferred
  • High School Diploma/Equivalency
  • Strong computer skills and knowledge of Microsoft Office products
  • Exceptional interpersonal and client service skills
  • Excellent verbal and written communications skills
  • Able to work in a fast paced environment and multi-task on a daily basis
  • Strong attention to detail with a high accuracy rate
  • Must present self in a professional manner and be comfortable interacting with employees at all levels of the organization
  • Interest in learning new systems and technologies

Steward Partners Global Advisory, 2 Grand Central Tower, 140 East 45th Street, 36th Floor, New York NY10017. Steward Partners Global Advisory, LLC maintains a separate professional business relationship with and our registered principals offer securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC.

Steward Partners Global Advisory

Why Work Here?

Growing company, employee owned, great culture

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level 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 platinum level client service with an unwavering commitment to excellence.

Address

100 International Drive Floor 21 Baltimore, MD 21202
Baltimore, MD
USA