Current jobs related to Client Service Associate - San Francisco - Stifel Financial
-
Client Service Associate
5 months ago
San Francisco, United States Stifel Financial Full timeThe 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 Client Service, Associate, Financial Advisor, Service, Processing, Marketing Specialist, Retail
-
Client Service Associate
1 month ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide exceptional customer service and administrative support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client accounts...
-
Client Services Associate
4 weeks ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver more insightful and relevant ad experiences for consumers. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.Job SummaryWe are seeking a highly motivated and...
-
Client Service Associate
6 days ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a leading financial planning practice in the San Francisco Financial District, seeking an experienced Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for delivering exceptional client service, ensuring seamless account management, and contributing to our continued...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States BNY Mellon Full timeClient Service AssociateAt BNY Mellon, we're seeking a talented Client Service Associate to join our Wealth Management team. As a key member of our team, you'll be responsible for delivering exceptional client service, working closely with Wealth Managers to support day-to-day operational and technical responsibilities, and producing high-quality investment...
-
Client Service Associate
1 month ago
San Francisco, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate assists one or more Financial Advisor(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...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States TalentLink Solutions Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to support our financial advisors and clients. The ideal candidate will have a strong working knowledge of industry software, systems, and processes, as well as excellent communication and interpersonal skills.The Client Service Associate will be responsible for...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States Business Development Firm Full timeUnlock Your Potential as a Client Service AssociateWe are seeking a highly motivated and results-driven Client Service Associate to join our team at Business Development Firm. As a key member of our sales team, you will play a critical role in driving business growth and delivering exceptional customer experiences.Key Responsibilities:Prospect for new...
-
Client Service Associate
6 days ago
San Francisco, California, United States TalentLink Solutions Full timeJob DescriptionWe are a dynamic financial planning practice seeking a highly organized and detail-oriented Client Service Associate to support our advisors and clients. As a key member of our team, you will be responsible for ensuring seamless client experiences, from onboarding to ongoing support.Key Responsibilities:Communicate with clients to process...
-
Associate, Client Service
2 weeks ago
San Francisco, California, United States AlphaSights Full timeAbout AlphaSightsWe bring together ambitious individuals from around the globe to work with leading investment funds, strategy consultancies, and Fortune 500 companies. Our mission is to help clients access expert knowledge, elevate their decision-making, and drive progress by connecting them with niche experts worldwide.Our JourneyFounded in 2008, our...
-
Client Service Associate
1 week ago
San Francisco, California, United States BNY Mellon Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our Wealth Management team. In this role, you will be responsible for delivering exceptional client service and support to high net worth individuals and families.Key ResponsibilitiesDeliver a white glove experience for clients, from account opening and...
-
Client Service Associate
4 weeks ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide on-demand intelligence and research solutions.Job SummaryWe are seeking a highly motivated Client Service Associate to join our team. As a key member of our Client Service team, you will...
-
Client Service Associate
2 weeks ago
San Francisco, California, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support and ensuring the smooth operation of our client accounts.Key...
-
Client Services Associate
2 weeks ago
San Francisco, California, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading media buying platform that helps global brands and their agencies deliver a more insightful and relevant ad experience for consumers. Our innovative platform sets a new standard for global reach, accuracy, and transparency.Job DescriptionWe are seeking a talented Client Services Associate to join our team. As a...
-
Client Service Associate
7 days ago
San Francisco, United States TalentLink Solutions Full timeJob Description Job Description We are a $200M+ financial planning practice in the beautiful San Francisco Financial District. We have recently opened as a fee-only RIA and have the pleasure of supporting over 125 multi-generational households. We have deep relationships with our clients and help them with complex topics like estate planning or trust...
-
Client Service Healthcare Associate
1 month ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network help clients navigate complex information and turn answers into action.Job SummaryWe are seeking a Client Service Associate to join our team. As a Client Service Associate, you will work closely...
-
Senior Client Service Associate
1 month ago
San Francisco, California, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for providing exceptional service to our high net worth clients, executing complex transactions, and managing client relationships.Key ResponsibilitiesExecute complex...
-
Licensed Client Service Associate
1 month ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Licensed Client Service Associate is a key role within Citigroup Inc., responsible for delivering exceptional client service and support to clients with guidance from the Banker teams. This position requires a strong understanding of industry standards and practices, as well as excellent analytical and communication skills.Key...
-
Senior Client Service Associate
2 weeks ago
San Francisco, California, United States CIBC Full timeWe're seeking a skilled Senior Client Service Associate to join our team at CIBC. As a key member of our client service team, you will be responsible for executing complex transactions and providing exceptional client service to high net worth clients.Responsibilities:Prepare and process new account paperworkOpen new accounts and sub-accountsCash transaction...
-
Healthcare Client Service Associate
2 weeks ago
San Francisco, California, United States Guidepoint Full timeAbout GuidepointGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. Our innovative technology and expert network provide real-time data and insights to drive business success.Job SummaryWe are seeking a Client Service Associate to join our team. As a key member of our Client Service team, you will work...
Client Service Associate
3 months ago
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). FINRA licenses preferred but not required. 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 Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology. 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 Minimum Required: High School Diploma or equivalent Minimum Required: 2 years clerical/related industry experience Licenses & Credentials Preferred: Series 7 and 66 (not 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. #J-18808-Ljbffr
