Steward Partners
Steward Partners Global Advisory is an employee‑owned, full‑service independent private financial services firm that delivers multifaceted financial solutions to family, institutional, and multigenerational investors.
Position Overview As a Client Administrative Manager (CAM), you will provide operational and administrative support to a Financial Advisor or team of Financial Advisors, enhancing the client experience through exceptional service and supporting branch functions.
Duties & Responsibilities
Onboard new client accounts, including collection of required documentation and client information.
Maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key information and documentation are up to date.
Conduct outreach to maintain strong relationships with the client base and identify services and solutions that support clients’ needs.
Proactively prepare financial reports, spreadsheets, and other materials for client meetings.
Support the team’s marketing strategy by maintaining marketing materials (digital and social media platforms) and planning client events and seminars.
Regularly seek opportunities to use firm resources for peer sharing and collaboration with colleagues.
Perform administrative duties that support Financial Advisors in daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, and file & calendar maintenance.
Skills, Experience & Qualifications
Bachelor’s Degree in Business or related field (preferred).
Experience in brokerage operations and compliance within the financial services industry (highly beneficial).
FINRA Series 7 and 66 (or 63 and 65) preferred.
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 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 Divisional Business Director
Location: Albany, NY
#J-18808-Ljbffr
Position Overview As a Client Administrative Manager (CAM), you will provide operational and administrative support to a Financial Advisor or team of Financial Advisors, enhancing the client experience through exceptional service and supporting branch functions.
Duties & Responsibilities
Onboard new client accounts, including collection of required documentation and client information.
Maintain existing client relationships by processing client requests, resolving inquiries, and ensuring key information and documentation are up to date.
Conduct outreach to maintain strong relationships with the client base and identify services and solutions that support clients’ needs.
Proactively prepare financial reports, spreadsheets, and other materials for client meetings.
Support the team’s marketing strategy by maintaining marketing materials (digital and social media platforms) and planning client events and seminars.
Regularly seek opportunities to use firm resources for peer sharing and collaboration with colleagues.
Perform administrative duties that support Financial Advisors in daily business practices, including telephone coverage, business travel arrangements, coordination of client meetings, and file & calendar maintenance.
Skills, Experience & Qualifications
Bachelor’s Degree in Business or related field (preferred).
Experience in brokerage operations and compliance within the financial services industry (highly beneficial).
FINRA Series 7 and 66 (or 63 and 65) preferred.
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 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 Divisional Business Director
Location: Albany, NY
#J-18808-Ljbffr