Client Service Associate
2 days ago
We 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 be responsible for providing exceptional customer service to our clients, assisting with account maintenance, and performing various administrative tasks.
Key Responsibilities- Provide top-notch customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
- Assist with account maintenance, including opening and closing accounts, processing transactions, and updating client records.
- Perform various administrative tasks, such as data entry, filing, and preparing reports.
- Work closely with financial advisors and other team members to ensure seamless client service and support.
- Identify and escalate any issues or concerns that may impact client relationships or business operations.
- High school diploma or equivalent required; 2+ years of experience in the investment industry preferred.
- Series 7 and 63 or 66 licenses required.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, advisors, and other team members.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Ability to maintain confidentiality and handle sensitive client information.
At Stifel Financial, we offer a comprehensive benefits package, including health, dental, and vision insurance, 401(k) plan, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.
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Client Service Associate
2 weeks ago
Garden City, Michigan, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.Key ResponsibilitiesProvide exceptional customer service...
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Client Service Associate
1 month ago
Garden City, Michigan, United States Stifel Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a Client Service Associate, you will provide administrative support to our Financial Advisors, assisting with client account maintenance, record-keeping, and other operational tasks.Key ResponsibilitiesClient Account Maintenance: Assist...
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Client Service Associate
3 weeks ago
Garden City, Michigan, United States Stifel Financial Full timeJob SummaryAs a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors with client account maintenance and administrative tasks. This is an excellent opportunity to develop your skills in a dynamic and fast-paced environment.Key ResponsibilitiesAssist Financial Advisors with client account opening and...
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Client Support Associate
6 days ago
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Client Service Representative
4 weeks ago
Garden City, Michigan, United States Bloomingdale's Full timeBloomingdale's Client Specialist RoleThe Client Specialist is a key member of our sales team, responsible for driving sales growth in their designated area/brand/category. To achieve this, they must provide exceptional customer service, maintain a deep understanding of our products, and create visually appealing merchandise displays.Key...
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Customer Service Associate
1 week ago
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MRI Technologist Position
4 weeks ago
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Travel Nurse ICU RN
2 weeks ago
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Travel Nurse ICU RN
4 weeks ago
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Sales Associate
1 week ago
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Customer Service Representative
1 week ago
Garden City, Michigan, United States SLV New York Full timeJoin Our Team as a Customer Service AssociateWe are a dynamic consulting firm based in Long Island, known for our rapid growth and exceptional customer service. Our team is dedicated to helping clients acquire new customers and improve their return on investment.This year, we are focused on working with influential brands in the home improvement industry,...
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Tax Associate I
4 weeks ago
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Customer Service Representative
3 hours ago
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Accounting Associate
9 hours ago
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Customer Service Representative
3 weeks ago
Garden City, Michigan, United States Opulence Full timeCustomer Service Associate Job DescriptionWe are a dynamic marketing and business development firm based in New Hyde Park, seeking a skilled Customer Service Associate to join our team.The ideal candidate will have excellent communication skills, a strong ability to work with customers, and a passion for sales and marketing.As a Customer Service Associate,...
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Sales Associate
1 month ago
Garden City, Michigan, United States Uniqlo Full timeJob Title: Part-Time Sales AssociateAt UNIQLO, we are committed to creating great clothing with new and unique value to enrich the lives of people everywhere.Job Summary:We are seeking a highly motivated and customer-focused Part-Time Sales Associate to join our team at UNIQLO Roosevelt Field. As a Sales Associate, you will be responsible for providing...
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Seasonal Client Service Representative
1 day ago
Garden City, Michigan, United States Bloomingdale's Full timeAbout Bloomingdale'sBloomingdale's is a renowned department store that has been a leader in the fashion industry for 150 years. Our commitment to excellence is driven by our people, who are empowered to make a meaningful impact. We value diversity, inclusivity, and respect, creating a work environment that is both challenging and fun.What We OfferAn...
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Travel Nurse RN Med Surg Position
15 hours ago
Garden City, Michigan, United States HealthEcareers - Client Full timeKPG Healthcare is seeking a travel nurse RN Med Surg for a travel nursing assignment in a medical surgical setting.Job DetailsSpecialty: Medical SurgicalDiscipline: RNEmployment Type: TravelTo qualify for this contract, a nurse must have two years of experience in the last three years of this specialty.KPG Healthcare offers a competitive compensation...
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Travel Nurse RN Position
2 weeks ago
Garden City, Michigan, United States HealthEcareers - Client Full timeJob Title: Medical Surgical Travel NurseKPG Healthcare is seeking a travel nurse RN Med Surg for a travel nursing job in a dynamic healthcare setting.Job Description & RequirementsSpecialty: Med SurgDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, daysEmployment Type: TravelTo qualify for this contract, a nurse must have two years of...
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Travel Nurse RN Labor and Delivery
3 weeks ago
Garden City, Michigan, United States HealthEcareers - Client Full timeJob Title: Labor and Delivery Registered NurseTRS Healthcare is seeking a skilled Labor and Delivery Registered Nurse for a travel nursing opportunity in Garden City, Kansas.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: RNDuration: 13 weeks40 hours per weekShift: 8 hours, nightsEmployment Type: TravelTRS Healthcare Job ID #1214393....