Client Service Representative
3 weeks ago
We are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in the daily administration of their business. As a key member of our team, you will play a critical role in ensuring the smooth operation of our clients' accounts and providing exceptional service to our clients.
Key Responsibilities- Open new client accounts and maintain accurate records
- Prepare and process investment documentation, including outgoing check requests and other disbursements
- Interact with clients regularly to respond to inquiries, provide account and market information, and schedule appointments
- Perform administrative duties, including scanning, answering phones, preparing mailings, data entry, and scheduling meetings
- Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation
- High School Diploma or equivalent experience preferred
- 2+ years clerical/related industry experience required
- Series 7 and Series 66 (or ability to obtain after hire) preferred but not required
Stifel is a global wealth management and investment banking firm with a rich history of innovation and fresh ideas. We are committed to helping families, companies, and municipalities find their own success. Our entrepreneurial environment and comprehensive benefits package make us an attractive place to build your career.
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Client Access Representative
1 week ago
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Client Access Representative
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Columbia, Missouri, United States Burrell Behavioral Health Full timeJob Title: Client Access RepresentativeJob Summary:We are seeking a highly skilled customer service representative to join our team at Burrell Behavioral Health as a Client Access Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, staff, and leadership team members.Key...
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Client Access Representative
1 week ago
Columbia, Missouri, United States Burrell Behavioral Health Full timeJob Title: Client Access Representative Job Summary: We are seeking a highly skilled and customer-focused Client Access Representative to join our team at Burrell Behavioral Health. As the face of our organization, you will play a vital role in creating a positive first impression for our clients, staff, and leadership team. In this role, you will be...
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Client Access Representative
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Client Service Associate
1 month ago
Columbia, Missouri, United States Stifel Financial Full timeJob SummaryThe Client Service Associate plays a vital role in supporting the Financial Advisor in the daily administration of their business. This includes opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork.Key ResponsibilitiesPerform clerical functions related to opening client accounts...
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