Client Service Associate

1 month ago


Canfield, United States Stifel Financial Corporation Full time

The Client Services Associate, Registered, 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 Client Service, Registered, Associate, Financial Advisor, Service, Branch Manager, Retail



  • Canfield, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...


  • Canfield, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...


  • Canfield, United States Stifel Full time

    Summary The Client Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...


  • Canfield, United States Stifel Financial Full time

    Description Summary The Client Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...


  • Canfield, United States Stifel Financial Full time

    Description Summary The Client Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...


  • Canfield, United States Stifel Full time

    Summary The Client Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...


  • Canfield, United States Stifel Full time

    Summary The Client Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s)...


  • Canfield, United States Wipro Full time

    JOB INFORMATIONJob Title:Client Services CoordinatorDepartment: Claims ASO Account Management Job Code: XXX Revision Date: 01/01/2022 FLSA Status: Exempt JOB SUMMARYJob Brief: The Client Services Coordinator will be vital member of the ASO Claim department leadership team and report to the Client Services Manager. They will assist the ASO Claims Department...


  • Canfield, United States Wipro Full time

    JOB INFORMATIONJob Title:Client Services CoordinatorDepartment: Claims ASO Account Management Job Code: XXX Revision Date: 01/01/2022 FLSA Status: Exempt JOB SUMMARYJob Brief: The Client Services Coordinator will be vital member of the ASO Claim department leadership team and report to the Client Services Manager. They will assist the ASO Claims Department...


  • Canfield, United States Mahoning County Education Service Center Consortium Full time

    Position Type: Social Services Date Posted: 5/13/2024 Location: ESC of Eastern Ohio Closing Date: Until Filled District: ESC of Eastern Ohio - website Position Title: Community Health Worker - Trumbull County Educational Service Center of Eastern Ohio - Mahoning Valley Regional Council of GovernmentsCategory: Classified; FLSA Applies; Grant funding up to two...


  • Canfield, United States Mahoning County Education Service Center Consortium Full time

    Position Type: Social Services Date Posted: 5/13/2024 Location: ESC of Eastern Ohio Closing Date: Until Filled District: ESC of Eastern Ohio - website Position Title: Community Health Worker - Trumbull County Educational Service Center of Eastern Ohio - Mahoning Valley Regional Council of GovernmentsCategory: Classified; FLSA Applies; Grant funding up to two...

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    Canfield, United States Aldi Full time

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    Learn and grow your career with one of the nation's fastest growing grocery stores. Whether you're interested in joining as a Store Associate, Cashier or Stocker - you'll act as the face of ALDI while collaborating with your team to deliver an exceptional shopping experience. That can mean making sure products are available for our customers, providing our...


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  • Canfield, United States Employ-Temps Staffing Service Full time

    Press Operators We are currently seeking a candidate with a tolerance for varying temperatures and experienced in a manufacturing environment for a client in Canfield, Ohio. In this position, you will be working with a company that has been a one-stop source for aluminum extrusion since 1996. They operate out of three manufacturing facilities with a combined...


  • Canfield, United States Employ-Temps Staffing Service Full time

    Press Operators We are currently seeking a candidate with a tolerance for varying temperatures and experienced in a manufacturing environment for a client in Canfield, Ohio. In this position, you will be working with a company that has been a one-stop source for aluminum extrusion since 1996. They operate out of three manufacturing facilities with a combined...

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