Client Service Associate
3 weeks ago
Client Service AssociateWe are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and providing essential support. In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us CSA's are actively involved in our tax preparation process. Duties include customer intake (scanning all client documents into the return file so a tax pro can complete the return), client marketing (calling clients to set appointments or to follow up) and signing and collecting payments for completed returns. We also offer free tax preparer training if you wish to take the next step to become a tax preparer. No matter your work background or experience level, we welcome you to applyPerks:Corporate discount programOpportunities for advancement within the organization or as a tax proTax preparation trainingContinuing tax educationAnd moreWhat you need:Strong interpersonal and communication skillsExperience in a fast-paced retail environmentBasic computer proficiency and ability to troubleshootPrior customer service or sales experience preferred, but not requiredWillingness to learn and grow in a customer-focused roleIf you're looking for a rewarding opportunity to learn new skills and make an impact, apply today
-
Client Service Associate
1 week ago
St Louis, United States Stifel Financial Corporation Full timeThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
-
Client Service Associate
1 week ago
St Louis, United States Stifel Financial Full timeThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
-
Client Service Associate
4 days ago
St. Louis, United States Stifel Financial Full timeWhy StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel, where success meets success.What You'll Be DoingThe Client...
-
Client Service Associate
7 days ago
St Louis, United States Stifel Financial Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
1 week ago
St Louis, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Lets talk about how you can find your place here at Stifel,where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
1 week ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
6 days ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
1 week ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
4 days ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
23 hours ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
