Client Service Associate
2 weeks ago
Company Overview : Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF). Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The companys customers include individuals, corporations, municipalities, and institutions. Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states. Job Description Part-Time Client Service Associate : In Stifel Financials Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients. Please apply by visiting www.stifel.com/careers. Job Duties: Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established. Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office. Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.). Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Provides reports and other information to FA(s), as needed. Organizes and assists with branch meetings, client events, and seminars. Front reception: answering phones and greeting clients. Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager. Stifel is an Equal Opportunity Employer Qualifications Extremely organized, attention to detail, dependable, and a quick learner. #J-18808-Ljbffr
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Client Service Associate
4 weeks ago
Grand Rapids, United States Innovia Wealth Full timeAt Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building trust. As a Client...
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Client Service Associate
2 weeks ago
Grand Rapids, Michigan, United States Innovia Wealth Full timeBehind the TitleAt Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building...
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Client Services Manager
1 week ago
Grand Rapids, MI, United States Gallagher Benefit Service Full timeIntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...
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Client Services Manager
2 weeks ago
Grand Rapids, MI, United States Gallagher Benefit Service Full timeIntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...
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Client Services Manager
4 days ago
Grand Rapids, MI, United States Gallagher Benefit Service Full timeIntroductionAt Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the...
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Registered Client Service Associate
2 weeks ago
Grand Rapids, MI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role...
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Registered Client Service Associate
4 days ago
Grand Rapids, MI, United States Raymond James Financial Services Full timeJob Description Summary Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role...
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Client Service Associate Benefits
2 weeks ago
Grand Rapids, United States Gallagher Full timeA leading benefit services provider located in Grand Rapids, Michigan is seeking a Client Associate to develop industry knowledge and support account teams. In this role, you'll assist in the Client Service Cycle, handle administrative tasks, and contribute to creating a seamless renewal process. Ideal candidates possess strong organizational and...
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Client Service Associate Benefits
2 weeks ago
Grand Rapids, MI, United States Gallagher Full timeA leading benefit services provider located in Grand Rapids, Michigan is seeking a Client Associate to develop industry knowledge and support account teams. In this role, you'll assist in the Client Service Cycle, handle administrative tasks, and contribute to creating a seamless renewal process. Ideal candidates possess strong organizational and...
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Client Service Associate Benefits
2 weeks ago
Grand Rapids, MI, United States Gallagher Full timeA leading benefit services provider located in Grand Rapids, Michigan is seeking a Client Associate to develop industry knowledge and support account teams. In this role, you'll assist in the Client Service Cycle, handle administrative tasks, and contribute to creating a seamless renewal process. Ideal candidates possess strong organizational and...
