Client relationship manager Jobs in Port St Lucie, FL
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Client relationship manager • port st lucie fl
Last updated: 6 hours ago
Mesirow is an independent, employee-owned financial services firm founded in 1937.Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Pri...Show moreLast updated: 7 days ago
We are looking for Sales Professional located in : .The primary function of the Relationship Manager / Sales Rep is to grow, create, and increase revenue and number of merchants within an assigned t...Show moreLast updated: 30+ days ago
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.
Slice Merchant Services offers innovative payment processing solutions...Show moreLast updated: 13 days ago
URGENT HIRING : Spa & Aesthetics Sales Manager (Client Experience).K+ Earning Potential | Luxury Spa & Wellness.Full-Time or Part-Time | Flexible Schedule | Weekend Availability Required.Step into a...Show moreLast updated: 28 days ago
Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values.
Based in Stuart, we are one of the largest p...Show moreLast updated: 4 days ago
Ministry Brands is seeking a Client Account Executive to join our team!.Ministry Brands is a recognized leader in providing SaaS operational management systems, payments platforms, digital engageme...Show moreLast updated: 30+ days ago
Join Our Dynamic Team as a Receptionist-Client Intake Specialist in Sunny Martin County, FL!.Are you a people person who thrives on making meaningful connections? Do you get a buzz from knowing tha...Show moreLast updated: 30+ days ago
A company is looking for a Customer Relationship Manager II to support clients of the Automotive Marketing Platform by driving measurable marketing performance.
Key Responsibilities Act as the pri...Show moreLast updated: 3 days ago
The Sales Coordinator is responsible for planning, coordinating, directing, and managing all day-to-day sales and client retention activities of the Franchise.
The coordinator will assist the Direct...Show moreLast updated: 9 days ago
The Commercial Relationship Manager, Auto Finance - FL / GA services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business ris...Show moreLast updated: 30+ days ago
Since 1928, Hinckley Yachts has continued to push boundaries of what’s possible on the water.Our heritage is built on bold ideas, uncompromising craftsmanship, and a relentless pursuit of exc...Show moreLast updated: 30+ days ago
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...Show moreLast updated: 28 days ago
Join a fast-growing tech-driven organization looking for innovative individuals to help take the team to the next level.Typical day-to-day tasks include : .
Conducting virtual consultations with clien...Show moreLast updated: 3 days ago
Jumpstart Your Career in Veterinary Medicine at Veterinary United!.Are you passionate about animals and ready to start a career in Veterinary Medicine? Join Veterinary United, where our dedicated t...Show moreLast updated: 6 days ago
Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent o...Show moreLast updated: 30+ days ago
Marketing Specialist Opportunity.We are a full-service marketing firm focused on helping growth-focused B2B companies plan and execute revenue-accelerating strategies.
We are seeking an experienced ...Show moreLast updated: 30+ days ago
Mesirow is an independent, employee-owned financial services firm founded in 1937.Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Pri...Show moreLast updated: 6 hours ago
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 30+ days ago
A well established, employee owned wealth management firm with a multi decade track record of serving High Net Worth and Ultra High Net Worth clients is seeking a Client Relationship Specialist for...Show moreLast updated: 6 hours ago
Client Relationship Specialist
Mesirow FinancialStuart, Florida, USFull-time
Relationship Manager
ThriveStuart, Florida, .USFull-time
Quick Apply
Client Solutions Manager
Slice Merchant ServicesPalm City, FL, USFull-time
- Promoted
Spa & Aesthetics Sales Manager (Client Experience)
Dermafix SpaStuart, FL, United StatesFull-time +1
- Promoted
Residential Client Advocate
Seacoast BankStuart, FL, USFull-time
- Promoted
Client Account Executive
Ministry BrandsPort Saint Lucie, FL, USFull-time
Receptionist - Client Intake Specialist
Beacon Legacy LawPalm City, FL, United StatesFull-time
- Promoted
Customer Relationship Manager
VirtualVocationsPort Saint Lucie, Florida, United StatesFull-time
- Promoted
COORDINATOR - SALES / CLIENT RETENTION
SignalStuart, FL, USFull-time
Commercial Relationship Manager, Auto Finance - FL / GA
Huntington National BankFloridaFull-time
Client Service Director
The Hinckley CompanyStuart, FL, USFull-time
- Promoted
Client Service Coordinator
Banfield Pet HospitalPort Saint Lucie, FL, USFull-time +1
Work From Home Client Support Manager
Global Elite Empire ConsultantsPort Saint Lucie, Florida, USARemote
Full-time
Client Ambassador
Veterinary UnitedJensen Beach, FL, United StatesFull-time
Pharmacy Relationship Manager
America's Pharmacy Group, LLCStuart, FL, USFull-time
- Promoted
Client Marketing Specialist
SmarkLabsPort Saint Lucie, FL, USFull-time
- New!
Client Relationship Specialist
MesirowStuart, FL, United StatesFull-time
- Promoted
Relationship Banker - St. Lucie West Financial Center
Bank of AmericaPort Saint Lucie, FL, USFull-time
- New!
Client Relationship Specialist
Oliver JamesStuart, FL, United StatesFull-time
The average salary range is between $ 52,500 and $ 160,950 year , with the average salary hovering around $ 85,230 year .
- forensic pathologist (from $ 208,291 to $ 338,822 year)
- vp engineering (from $ 172,500 to $ 225,000 year)
- vp of engineering (from $ 155,000 to $ 225,000 year)
- general dentist (from $ 47,484 to $ 225,000 year)
- machine learning engineer (from $ 142,910 to $ 221,821 year)
- machine learning (from $ 125,500 to $ 212,500 year)
- software engineering manager (from $ 152,500 to $ 210,000 year)
- nurse practitioners (from $ 77,454 to $ 208,469 year)
- engineering director (from $ 115,000 to $ 206,250 year)
- principal engineer (from $ 113,883 to $ 203,294 year)
- Wilmington, NC (from $ 54,763 to $ 232,129 year)
- Sioux Falls, SD (from $ 51,875 to $ 231,200 year)
- Fort Lauderdale, FL (from $ 60,000 to $ 218,400 year)
- Philadelphia, PA (from $ 50,000 to $ 217,540 year)
- Columbia, SC (from $ 75,000 to $ 200,920 year)
- Denton, TX (from $ 71,914 to $ 185,000 year)
- Lewisville, TX (from $ 68,806 to $ 185,000 year)
- Costa Mesa, CA (from $ 52,000 to $ 178,675 year)
- Palm Bay, FL (from $ 47,500 to $ 178,675 year)
- San Bernardino, CA (from $ 55,000 to $ 173,309 year)
The average salary range is between $ 56,401 and $ 137,266 year , with the average salary hovering around $ 80,000 year .
Client Relationship Specialist
Mesirow FinancialStuart, Florida, US7 days ago
Job type
- Full-time
Job descriptionBachelor’s degree Minimum of 3 years relevant experience required FINRA Series 7 and 66 licenses preferred Familiarity with estates preferred Familiarity with Schwab platform preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, MoneyGuidePro and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary
Job Details
Description
The Opportunity :
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $13B in assets under management, we have earned a reputation for effectively managing our clients’ needs and goals. Wealth Management has been Mesirow’s flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Stuart, Florida office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities :
- Client onboarding, including preparation of new account paperwork and client information-gathering
- Account maintenance, including any account registration and account profile changes
- Asset movement processing, including journals, wire transfers and EFTs
- Assist with quarterly billing and performance reporting
- Client issue resolution
- Gathering tax information for clients and assisting with tax reporting
- Relationship management, including regular client contact
- General administrative functions, including but not limited to :
- Maintaining information in the Client Relationship Management System
- Exception report review
- Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
- Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
- Trade execution and trade error resolution, as may be applicable and required
Requirements :
EOE
Qualifications
Skills
Behaviors
Motivations
Education
Experience
Licenses & Certifications
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.