Academic Advisor jobs in Cape Coral, FL

Academic Advisor advises university/college students in course and major selection, requirements for selected area of concentration, and post-college plans. Assists students in setting academic goals, course planning and career development. Being an Academic Advisor may work with individual students or groups. Requires a bachelor's degree in counseling or related field or its equivalent. Additionally, Academic Advisor typically reports to a supervisor or manager. The Academic Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Academic Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Client Service Administrator - Financial Firm - Fort Myers, FL
  • Advisor Employee Services
  • Fort Myers, 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!
    Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clients. With a steadfast dedication to integrity, professionalism, and personalized service, we empower individuals to achieve their financial aspirations and secure their future. As we continue to grow, we are seeking an experienced Client Service Administrator to join our team.
     
    Job Description:
    The primary objective of this role is to adeptly manage incoming client calls and cater to the needs of our existing client base, encompassing various service requests such as beneficiary and address changes, scheduling client appointments, maintaining our database with meticulous attention to detail, and preparing client account summaries for meetings. Additionally, this position entails entering new prospects into the CRM system, fulfilling prospect requests by preparing book requests and other materials for delivery, along with other administrative tasks crucial for delivering an exceptional client experience.
     
    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
    • 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
    Salary:
    • $50,000 - $55,000
    Benefits:
    • 401(k) – first 3% matched at 100% and next 2% matched at 50%
    • PTO
    Hours:
    • M-F 8:30am-4:30pm
    • 2 evenings per month for client events
    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!

  • 10 Days Ago

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Advisor
  • Sugartown Worldwide LLC
  • Estero, FL FULL_TIME
  • Description About the Position The Style Advisor is responsible for promoting the selling culture in the store, driving business through building strong client relationships, and leading the sales tea...
  • 5 Days Ago

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Membership Advisor
  • Anytime Fitness - Cape Coral (Santa Barbara)
  • Cape Coral, FL PART_TIME
  • Membership Advisor for Anytime FitnessBe Fit. Inspire People. Change Lives.The membership advisor at Anytime Fitness is a passionate individual who seeks to help members and guests improve their lives...
  • 6 Days Ago

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Service Advisor
  • Victory Layne Chevrolet
  • Fort Myers, FL FULL_TIME
  • Busy dealership looking for experience, Service Advisor . With great customer service, and time management. Great pay plan and benefit's.
  • 7 Days Ago

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Service Advisor
  • Naples Mazda
  • Naples, FL FULL_TIME
  • Naples Mazda is a part of the fast-growing Morgan Auto Group, a Florida leader in automotive retail. We are looking to add a qualified Service Advisor to our team. We offer our associates a team envir...
  • 10 Days Ago

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Financial Advisor
  • Edward Jones
  • Lake Placid, FL FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 11 Days Ago

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0 Academic Advisor jobs found in Cape Coral, FL area

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Teacher - Spirited Girls
  • Pace
  • Fort Myers, FL
  • Salary: $55,000 / year Position Overview: This position is responsible for teaching gender specific curriculum that focu...
  • 5/16/2024 12:00:00 AM

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Take Stock in Children College Success Coach (DeSoto Campus)
  • South Florida State College
  • Arcadia, FL
  • Job Description: A full-time, year-round, grant-funded* position responsible for monitoring and tracking Take Stock in C...
  • 5/16/2024 12:00:00 AM

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Clinical Nursing Instructor
  • Premiere International College
  • Fort Myers, FL
  • Job Description Job Description The Premier International College invites applications for full-time and part-time, twel...
  • 5/14/2024 12:00:00 AM

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Dist Suppt Pharmacist FT
  • CVS Health
  • Cape Coral, FL
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 5/14/2024 12:00:00 AM

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Staff Pharmacist FT
  • CVS Health
  • Bonita Springs, FL
  • Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to ever...
  • 5/14/2024 12:00:00 AM

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OPS SENIOR COMMUNITY HEALTH NURSE - 64858203
  • MyFlorida
  • Fort Myers, FL
  • OPS SENIOR COMMUNITY HEALTH NURSE - 64858203 Date: Apr 30, 2024 Location: FORT MYERS, FL, US, 33916 The State Personnel ...
  • 5/14/2024 12:00:00 AM

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Pharmacy Technician
  • CVS Health
  • Cape Coral, FL
  • Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every...
  • 5/13/2024 12:00:00 AM

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Pharmacy Technician
  • CVS Health
  • Bonita Springs, FL
  • Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every...
  • 5/13/2024 12:00:00 AM

Cape Coral /ˈkɒrəl/ is a city located in Lee County, Florida, United States, on the Gulf of Mexico. Founded in 1957 and developed as a planned community, the city grew to a population of 154,305 by the year 2010. The city's population estimate was 165,831 for 2013 and 179,804 for 2016. With an area of 120 square miles (310 km2), Cape Coral is the largest city between Tampa and Miami. It is a principal city in the Cape Coral – Fort Myers, Florida Metropolitan Statistical Area. The population estimate for the statistical area was 679,513 for 2014. The city is known as a "Waterfront Wonderland";...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Academic Advisor jobs
$44,904 to $57,115
Cape Coral, Florida area prices
were up 1.5% from a year ago

Academic Advisor in Bremerton, WA
To achieve perfect academic advising, you need to work on yourself.
December 24, 2019
Academic Advisor in Danbury, CT
It's true that academic advisors can help you pick out your classes for next semester, but their job goes beyond that.
December 11, 2019
Academic Advisor in Kingsport, TN
For example, a professor who teaches in the School of Nursing will also act as an advisor for nursing students.
December 06, 2019