Client Service Associate

2 weeks ago

Chicago, United States Stifel Full time

**Summary**

The 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s)

**Essential Duties & Responsibilities**
- Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade
- related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
- Provide reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

**Qualifications**
- Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

**Education & Experience**
- High school diploma or equivalent required.
- 2+ years clerical/related industry experience required.

**Systems & Technology**
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook

**About Stifel**

Stifel is 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.

  • Client Service Associate

    4 weeks ago

    Chicago, United States JPMorgan Chase & Co. Full time

    ? As a Client Service Associate, you are a trusted member of the clients team and deeply connected to deliver the growth and success for an assigned portfolio. In this role, you will serve as the primary point of contact for each client assigned to Client Service, Associate, Officer, Service, Client Relations, Retail, Relationship

  • Client Service Associate

    1 week ago

    Chicago, United States Stifel Financial Full time

    The 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, Financial Advisor, Service, Processing, Branch Manager, Retail

  • Client Services Associate

    1 month ago

    Chicago, United States BGSF Full time

    Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...

  • Client Services Associate

    2 months ago

    Chicago, United States BGSF Full time

    Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...

  • Client Services Associate

    3 days ago

    Chicago, United States BGSF Full time

    Our client in the financial services industry is seeking a Client Service Associate to join their growing team in their downtown Chicago or Nashville, TN offices. The Associate will support clients, custodian partners, and team members in an administrative and operational capacity. This is an onsite position offering a competitive salary with annual bonus...

  • Client Service Associate

    4 weeks ago

    Chicago, United States JPMorgan Chase & Co. Full time

    Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles Develop long term client relationships Proactively work to determine service improvements and solicit client inpu Client Service, Associate, Service, Project Management, Client Relations, Retail, Banking

  • Client Service Associate

    4 weeks ago

    Chicago, United States BCI - Brokerage Consultants Inc. Full time

    Client Service Associate | Chicago, IL / (3 days in; 2 WFH) | $70-80k + bonusChicago RIA seeks highly organized Client Service Associate to help deliver exceptional service via document prep, CRM, new account opening/data entry/transaction processing, travel arrangements/expenses management.Responsibilities:Provide operational/organizational support; enter...

  • Client Service Associate

    3 days ago

    Chicago, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Client Service Associate

    2 weeks ago

    Chicago, United States Stifel Full time

    Summary The 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...

  • Client Service Associate

    2 weeks ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    2 weeks ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    1 week ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    1 month ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    2 months ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    2 weeks ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    1 month ago

    Chicago, United States Kovitz Full time

    POSITION OVERVIEW Our Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

  • Client Service Associate

    6 days ago

    Chicago, United States Ascendo Full time

    Seeking a Client Service Associate with experience working with high net worth clients and custodians. Responsibilities Oanize and prepare materials for regular client meetings that occur 2-4 times per yearAttend and participate in all Chicago area (and possibly out of town) client meetings and prepare the follow-up letter and action lists associated with...

  • Client Service Associate

    4 weeks ago

    Chicago, United States JPMorgan Chase Full time

    Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate in the Commercial Bank you will resolve client requests while working in partnership with...

  • Client Service Associate

    4 weeks ago

    Chicago, United States JPMorgan Chase Full time

    Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with...

  • Associate Client Service Manager

    4 days ago

    Chicago, United States LeadingRE Full time

    ** RELO Direct** ** Associate Client Service Manager** Chicago, IL 60601 ***RELO Direct, Inc.** is LeadingRE's full-service relocation management company, offering a wide range of mobility management services to support clients with employees on the move - anywhere around the world. With industry experience dating back to 1992, RELO Direct has the systems,...