NextPath Career Partners
Relationship Manager/Client Services Associate (5142)
NextPath Career Partners, St. Petersburg, Florida, United States, 33739
Relationship Manager/Client Services Associate (5142)
Base pay range
$75,000.00/yr - $75,000.00/yr
NextPath Career Partners
is currently seeking an
Corporate Accounting Manager
to join our client’s team in
Tampa, FL . This is an
onsite, direct hire
position.
SALARY:
$75-$85K (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
Requirements
MUST HAVE WEALTH MANAGEMENT BACKGROUND
5+ years of experience – MUST be experienced
Polished and professional
Great communication skills
Must have exemplary customer service skills and attention to detail.
Responsibilities
Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
Providing excellent client service by performing tasks timely, accurately and with clear follow up with the client
Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
Using problem solving skills to create solutions for clients and advisors
Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitoring and resolving daily time sensitive activities
Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client
NextPath Career Partners
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.
The post Relationship Manager/Client Services Associate (5142) appeared first on NextPath Career Partners.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries: Staffing and Recruiting
#J-18808-Ljbffr
$75,000.00/yr - $75,000.00/yr
NextPath Career Partners
is currently seeking an
Corporate Accounting Manager
to join our client’s team in
Tampa, FL . This is an
onsite, direct hire
position.
SALARY:
$75-$85K (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
Requirements
MUST HAVE WEALTH MANAGEMENT BACKGROUND
5+ years of experience – MUST be experienced
Polished and professional
Great communication skills
Must have exemplary customer service skills and attention to detail.
Responsibilities
Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
Providing excellent client service by performing tasks timely, accurately and with clear follow up with the client
Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
Using problem solving skills to create solutions for clients and advisors
Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
Monitoring and resolving daily time sensitive activities
Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client
NextPath Career Partners
NextPath is a candidate centric recruiting firm focused on your career goals to help you find your next path! Our team of professional recruiters have over 80 years of combined experience. Our clients span local and national with roles in sales, creative, marketing, and staffing on a direct, contract-to-perm, and contract (project) basis.
If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. Reach out to find a better match by emailing your resume to apply@nextpathcp.com for a recruiter to engage.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
As part of our recruiting process, we may contact you regarding positions we feel are a good fit or engage with you via SMS text message. By clicking to submit your application, NextPath Career Partners has your consent to communicate via SMS text message moving forward.
The post Relationship Manager/Client Services Associate (5142) appeared first on NextPath Career Partners.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries: Staffing and Recruiting
#J-18808-Ljbffr