Employee Performance Specialist jobs in Sarasota, FL

Employee Performance Specialist develops, implements, and administers programs that evaluate, measure, and improve employee performance. Conducts assessment activities to evaluate and identify the current and emerging skills, competencies, and behaviors required to achieve desired organizational results and prepare for future needs. Being a Employee Performance Specialist designs performance management strategies and processes that measure outcomes, identify areas for improvement, and align teams to organizational goals. Identifies the types of training and development and resources needed to achieve workforce performance improvements. Additionally, Employee Performance Specialist encourages a culture of objective setting and result measurement aligned to pay and rewards using tools, training, and communication. Requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Performance Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Employee Performance Specialist typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)

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Client Service Administrator - Financial Firm - Sarasota, FL
  • Advisor Employee Services
  • Sarasota, FL FULL_TIME
  • Client Service Administrator
     
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
     Our fast-paced financial firm, W.A. Smith Financial, in Sarasota, FL is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Job Description:
    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
     
    Key Skills:
    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through
    Minimum Requirements:
    • Associates Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience
     
    Responsibilities:
    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Complete and process all applications for business submitted by Advisor
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments
     
    Hours:
    • Monday – Friday 8:30am – 4:30pm
    Salary:
    • $45,000 - $55,000/year BOE
    Benefits:
    • 90% premiums paid for Health insurance – Dental, Vision, Life Insurance, Disability
    • 401(k) matching
    • Generous PTO
    Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 1 Month Ago

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Client administrator
  • Advisor Employee Services
  • Sarasota, FL FULL_TIME
  • Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, cons...
  • 2 Months Ago

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Store Employee
  • 7-Eleven, Inc.
  • North Port, FL OTHER
  • Overview It's a great day at the 7-Eleven at 1400 Price Creek Way, North Port, FL Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly env...
  • 19 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • VENICE, FL OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 19 Days Ago

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Supplier Performance Quality Manager (SPQM)
  • Safran
  • Sarasota, FL FULL_TIME
  • Job description Summary: The SPQM will reports directly to the SPQM Manager and carry on the following missions : Manage the operational performance (logistics and quality) of suppliers Ensure the mon...
  • 8 Days Ago

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Warehouse Employee/Driver
  • Hajoca Corporation
  • Sarasota, FL FULL_TIME
  • Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders...
  • 11 Days Ago

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0 Employee Performance Specialist jobs found in Sarasota, FL area

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Security Specialist - PT/Flex
  • Security Industry Specialists
  • Sarasota, FL
  • About this position: •Department: Retail •Location: Sarasota, FL •Employment Type: PT/Flex About us: Security Industry S...
  • 4/24/2024 12:00:00 AM

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Civil Engineer, Water Wastewater
  • Stantec
  • Sarasota, FL
  • Many of the world's top engineers and scientists come together in our Water business because they view a community's int...
  • 4/24/2024 12:00:00 AM

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Field Technician Level 1
  • Armstrong Group
  • Sarasota, FL
  • Guardian Protection is one of the nation's largest and most highly regarded security companies. We provide smart technol...
  • 4/24/2024 12:00:00 AM

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Security Specialist - Overnight PT/Flex
  • Security Industry Specialists
  • Sarasota, FL
  • About this position: •Department: Retail •Location: Sarasota, FL •Employment Type: Overnight PT/Flex About us: Security ...
  • 4/23/2024 12:00:00 AM

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Customer Service Specialist
  • AdaptHealth LLC
  • Sarasota, FL
  • Job Type Full-time Description AdaptHealth Opportunity - Apply Today! At AdaptHealth we offer full-service home medical ...
  • 4/23/2024 12:00:00 AM

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Beauty Client Development Manager
  • HBC
  • Sarasota, FL
  • What This Position is All About: Under the direction of the General Manager or Assistant General Manager of Merchandisin...
  • 4/23/2024 12:00:00 AM

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Housekeeper - Pay rate starting at $13.00 pending on experience!!
  • SLM Services, LLC
  • Sarasota, FL
  • ** Housekeeper - Pay rate starting at $13.00 pending on experience!!** **Job Category****:** Activities/Transport/Housek...
  • 4/23/2024 12:00:00 AM

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eLearning Specialist
  • Boar's Head Brand
  • Sarasota, FL
  • Hiring Company: Delicatessen Services Co., LLC Overview: Under the direction of the Director of Customer Experience, the...
  • 4/22/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Performance Specialist jobs
$91,561 to $121,513
Sarasota, Florida area prices
were up 1.5% from a year ago

Employee Performance Specialist in Santa Ana, CA
Use this step by step explanation to craft a good employee performance feedback review for an information security specialist.
January 27, 2020