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Steward Partners · 1 day ago

Client Administrative Manager

Washington, DC

Full-time

Onsite

Mid Level

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm. The Client Administrative Manager is responsible for providing operational and administrative support to Financial Advisors, enhancing the client experience through exceptional service and supporting branch functions.

AdviceAsset ManagementBankingConsultingDelivery ServiceFinancial Services

Responsibilities

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

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

Qualification

FINRA Series 7FINRA Series 66Brokerage operation experienceCompliance experienceOrganizational skillsCustomer serviceTechnology proficiencyTeam player