Employee Services Manager jobs in Orlando, FL

Employee Services Manager manages the selection, design, and implementation of employee engagement programs geared to attract and retain employees and promote a healthy and productive work environment. Administers programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Being an Employee Services Manager analyzes and assesses program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Reviews and researches complex questions and identifies opportunities to improve employee engagement and work experience. Additionally, Employee Services Manager implements policies and procedures to guide department workflow to control program costs, promoting efficiency and optimizing administrative hours delegated to programs. Requires a bachelor's degree. Typically reports to a director. The Employee Services Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Employee Services Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Client Operations Administrator - Financial Firm - Winter Garden, FL
  • Advisor Employee Services
  • Winter, FL FULL_TIME
  • Client Operations Administrator
    The Client Operations Administrator at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.
    The Client Operations Administrator  requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

    Minimum Requirements:
    • Bachelor’s degree and/or related work experience
    • 1-4 years of experience in a client service role in financial services
    • Series 65 or FPQP certification is a plus
    • Proficient with Microsoft Office Suite
    • Proficient with CRM
    • Experience with investments and financial planning is a plus

    Key Skills:
    • Excellent communication skills (verbal, written, and listening)
    • Knowledge of Broker Dealer and Investment Advisory Regulations is a plus
    • Demonstrates personal integrity, honesty and can deal with confidential information daily
    • Ability to handle stress in an ever-changing investment market
    • Strong time management and organization skills
    • Ability to prioritize multiple tasks and anticipate potential problems
    Job Description:
    The role of this position is to engage and support the success of the Operations team by supporting the department in all aspects, including account opening/funding, client service and portfolio administration.
    Client Engagement:
    • Provides administrative support to the Operations Department with new business applications (including but not limited to investment applications, brokerage applications, annuity/insurance applications, and transfer of assets for account funding/policy issue
    • Responds to Client Service Request (Including address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)
    • Assist Operations department with RMD’s
    • Supports Operations department with implementation of investment allocations, and money movement
    • Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures
    • Quality Check and submit signed paperwork to custodian for processing
    Salary:
    $48,000 - $65,000/year
    Benefits:
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Vision insurance
    • Life insurance
    • PTO
    • Tuition Reimbursement
    Hours:
     Monday - Friday
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Operations Administrator  role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. 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!The Client Operations Administrator  requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

  • 21 Days Ago

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Processor
  • Advisor Employee Services
  • Winter Park, FL FULL_TIME
  • New Business Processor Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong...
  • 1 Day Ago

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Marketing and Event Coordinator - Financial Firm - Maitland, FL
  • Advisor Employee Services
  • Maitland, FL FULL_TIME
  • Marketing and Event Coordinator Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a st...
  • 4 Days Ago

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New Business Processor - Financial Firm - Winter Park, FL
  • Advisor Employee Services
  • Winter Park, FL FULL_TIME
  • New Business Processor Do you have a passion for the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Winter Park, FL is looking for a strong...
  • 7 Days Ago

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Administrative Assistant - Financial Firm -The Villages, FL
  • Advisor Employee Services
  • The Villages, FL FULL_TIME
  • Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The...
  • 26 Days Ago

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Administrative Assistant - Financial Firm -The Villages, FL
  • Advisor Employee Services
  • The Villages, FL FULL_TIME
  • Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Baum Financial Services in The...
  • 26 Days Ago

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0 Employee Services Manager jobs found in Orlando, FL area

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Client Service Manager
  • ADP, Inc.
  • Maitland, FL
  • **Client Service Manager** Req Number: 216060 Category: Management Posted Date: February 1, 2022 Work Location(s): Maitl...
  • 4/26/2024 12:00:00 AM

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Technical Services Manager
  • Bogen Communications LLC
  • Orlando, FL
  • Job Summary: As Bogen’s Technical Services Manager, you'll be responsible for developing and managing our customer facin...
  • 4/25/2024 12:00:00 AM

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Electrical Service Manager
  • Visium Resources, Inc.
  • Apopka, FL
  • Job Description Job Description 10986 Introduction Visium Resources has been asked to identify qualified candidates for ...
  • 4/25/2024 12:00:00 AM

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Service Manager
  • Bridgestone Americas
  • Davenport, FL
  • **Company Overview** Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teamma...
  • 4/24/2024 12:00:00 AM

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Guest Services Manager
  • Spirehotels
  • Winter Garden, FL
  • The Grove Resort & Water Park OrlandoWinter Garden, FL 34787, USADescription Come be part of something big, where you ma...
  • 4/24/2024 12:00:00 AM

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Administrative Services Manager
  • Simtec North America Inc
  • Orlando, FL
  • Company Overview Simtec North America is a wholly owned subsidiary of Simtec Systems GmbH in Braunschweig, Germany. Simt...
  • 4/22/2024 12:00:00 AM

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Automotive Service Manager
  • Bridgestone America Inc.
  • Orlando, FL
  • **Automotive Service Manager**Employee: Regular : Full timeLocation: Orlando , FLTeam: Retail: 2021_24507Zip Code: 32827...
  • 4/22/2024 12:00:00 AM

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Guest Services Manager
  • Spire Hospitality
  • Winter Garden, FL
  • Come be part of something big, where you make dream vacations a reality for all that visit the Grove Resort & Water Park...
  • 4/22/2024 12:00:00 AM

Orlando (/ɔːrˈlændoʊ/) is a city in the U.S. state of Florida and the county seat of Orange County. Located in Central Florida, it is the center of the Orlando metropolitan area, which had a population of 2,509,831, according to U.S. Census Bureau figures released in July 2017. These figures make it the 23rd-largest metropolitan area in the United States, the sixth-largest metropolitan area in the Southern United States, and the third-largest metropolitan area in Florida. As of 2015, Orlando had an estimated city-proper population of 280,257, making it the 73rd-largest city in the United State...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Services Manager jobs
$94,746 to $140,291
Orlando, Florida area prices
were up 1.5% from a year ago

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Employee self-service portals keep such issues from arising so that communications are as efficient as the other aspects of your HR services.
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Engaged employees pay way more attention to their work.
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Employees and managers can apply for and approve or reject leaves/ restricted holidays, respectively, based on leave balances and project requirements.
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