Current jobs related to Sr. Client Services Associate - Raleigh - Stifel

  • Sr. Client Service Specialist

    2 weeks ago

    raleigh, United States Prime Capital Financial Full time

    We are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions, and we are looking for people with the drive, enthusiasm,...

  • Sr. Client Service Specialist

    2 weeks ago

    Raleigh, United States Prime Capital Financial Full time

    We are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions, and we are looking for people with the drive, enthusiasm,...

  • Sr. Client Service Specialist

    2 weeks ago

    Raleigh, United States Prime Capital Financial Full time

    We are seeking a motivated Sr. Client Service Specialist to join our rapidly growing wealth management practice in our Raleigh, NC Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions, and we are looking for people with the drive, enthusiasm,...

  • Client Service Associate

    4 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our clients that is custom tailored...

  • Client Service Associate

    4 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization. We take an integrated approach with our clients that is custom...

  • Client Service Associate

    4 months ago

    Raleigh, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionWho We are:Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.We take an integrated approach with our...

  • Client Services Associate

    3 days ago

    Raleigh, North Carolina, United States Curi Full time

    {"title": "Client Services Associate", "description": "About the RoleCuri is seeking a highly skilled Client Services Associate to join our team in the Mountain Region. As a key member of our Client Services Department, you will be responsible for delivering exceptional client experiences and driving business growth through strategic partnerships.Key...

  • Client Service Associate

    1 hour ago

    Raleigh, North Carolina, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateFirm DescriptionTalentLink Solutions is a family-owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families achieve their financial goals and dreams throughout the accumulation and distribution phases of life. With over 50 years of combined...

  • Client Services Associate

    3 days ago

    Raleigh, North Carolina, United States proSapient Full time

    {"title": "Client Services Associate", "description": "Unlock Expert InsightsAt proSapient, we empower our clients to make informed decisions by connecting them with industry experts. As a Client Services Associate, you will play a vital role in this process.Key Responsibilities:Partner with Team Leads to understand client needs and preferences.Proactively...

  • Client Services Associate

    4 months ago

    Raleigh, United States RH-USA Inc Full time

    Job Description RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable across our integrated platform, enabling us to curate the most compelling collection of luxury home...

  • Client Service Associate 2

    3 days ago

    Raleigh, North Carolina, United States Public Consulting Group Full time

    Key ResponsibilitiesAs a Client Service Associate 2 at Public Consulting Group, you will play a vital role in the Medicaid School-Based Services (SBS) program, focusing on the Fee-for-Service (FFS) program. Your primary responsibilities will include managing and maintaining client services, education, associate, business operations, service, project...

  • Client Service Associate

    4 months ago

    Raleigh, United States TalentLink Solutions Full time

    Firm DescriptionWe are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Client Service Associate

    2 days ago

    Raleigh, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate

    4 months ago

    Raleigh, United States TalentLink Solutions Full time

    Firm Description We are a family owned and operated Financial Planning and Investment Advisory firm located in Raleigh, NC. We specialize in helping individuals and families decipher, refine, analyze, structure and accomplish their goals and dreams throughout the accumulation and distribution phases of life. We have a rich history and over 50 years of...

  • Client Service Associate

    2 weeks ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Client Service Associate

    4 days ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Client Service Associate 2

    4 months ago

    Raleigh, United States Public Consulting Group Full time

    Client Service Associate 2 are integral members of PCG's Medicaid School-Based Services (SBS) program; the specific focus of this role will be on the Fee-for-Service (FFS) program. Client Service Associate 2 will be responsible for managing, maintain Client Service, Education, Associate, Business Operations, Service, Project Management, Retail

  • Client Service Associate

    2 months ago

    Raleigh, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate – Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service...

  • Client Service Associate

    2 days ago

    Raleigh, North Carolina, United States Envestnet Full time

    About the RoleWe are seeking a highly skilled Client Service Associate – Advisor to join our team at Envestnet. As a key member of our Service – Advisor team, you will play a critical role in delivering exceptional support to financial advisors through inbound calls.Your primary responsibility will be to act as a Subject Matter Expert on platform...

  • Laboratory Client Service Associate

    3 weeks ago

    Raleigh, North Carolina, United States UNC Health Care Full time

    Position Title: Laboratory Client Service AssociateJob Overview:Join a dynamic team dedicated to enhancing the health and wellness of the communities we serve. As a Laboratory Client Service Associate, you will play a crucial role in providing exceptional customer service and facilitating laboratory services.Key Responsibilities:Adhere to safety protocols by...

Sr. Client Services Associate

4 months ago

Raleigh, United States Stifel Full time

Summary

The Sr Client Service Associate-Registered supports the Financial Advisor (FA) in daily business administration by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position is expected to preserve long-term client relationships and be a resource for all other branch office associates. This position is also permitted to accept and enter all types of unsolicited orders directly from clients and enter all types of solicited and unsolicited orders at the direction of the Financial Advisor.

Essential Duties and Responsibilities

* Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maintaining current client information, and anticipating client needs.
* Accept and enter all types of unsolicited orders directly from clients and all types of solicited and unsolicited orders at the direction of the Financial Advisor.
* Solicit orders to clients at the direction of the Financial Advisor.
* Preserve long-term client relationships by responding to client inquiries, providing account and market information, scheduling appointments, and providing relevant industry updates and research.
* Serve as a key resource to all other staff in the branch office for training, mentoring, addressing and escalating complex inquiries, and leading projects in the branch office.
* Administrative duties not limited to scanning, answering phones, preparing mailings, data entry, scheduling meetings, and coordinating business meals and travel arrangements.
* Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation.
* Identify matters that require escalation, including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy.
* Place outbound scripted calls and other marketing initiatives to assist with business development.

Qualifications

* Provide exemplary service to clients with exceptional interpersonal skills and written/verbal communication.
* Ability to organize large amounts of information and prioritize workload to meet deadlines.
* In-depth understanding of the Financial Services industry, domestic and international markets, and applicable regulatory environment.
* Ability to coach and mentor others for professional growth.

Education and Experience

* Minimum Required: 7+ years of Financial Services/Brokerage experience.
* Minimum Required: High School Diploma or equivalent.

Licenses and Credentials

Minimum Required: Series 7 and Series 63 or 66.

Systems and Technology

* Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
* Proficient in Thomson One and eQuest, with knowledge of Salesforce/Dashboard.

About Stifel

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.