Client Service Representative

6 days ago

Selma, Alabama, United States Stifel Full time
Job Summary

The Client Services Associate, Registered, plays a vital role in supporting Financial Advisors with the opening and maintenance of client accounts and records. This position requires a wide range of administrative support duties, including word processing, preparing mailings, filing, and providing overall customer service support to clients.

Key Responsibilities
  • Account Management: Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Client Communication: Work with Financial Advisors and clients to obtain required documents based on the type of account established.
  • Quote and Information Provision: Provide quotes and other account-related information to assist clients.
  • Record Keeping: Organize and assist in the maintenance of complete client account and trade-related records for Financial Advisors and certain required files for the branch office.
  • Operational Support: Perform operational or administrative functions for client-related requests, such as check requests, wiring funds, address changes, and dividend information.
  • Reporting: Provide reports and other information to Financial Advisors as requested.
  • Calling Activities: Perform calling activities, not limited to existing clients, using approved scripts.
  • Product and Investment Knowledge: Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
  • Order Entry: Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a Financial Advisor who is registered in the client's state of residence.
  • Escalation and Identification: Identify situations that need to be brought to the attention of Financial Advisors or escalated to the Branch Manager, including suspicious client and/or employee activity or behavior.
  • Administrative Duties: Perform various administrative duties, such as typing, filing, answering phones, mailing documents/letters, and other duties and projects as assigned by Financial Advisors and/or Branch Managers.
Requirements
  • 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; 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, including 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 and Experience
  • Minimum Required: High School Diploma or equivalent.
  • Minimum Required: 2 years investment industry experience.
Licenses and Credentials
  • Series 7 and 63/66 required.

  • In-Office Sales Associate

    1 week ago

    Selma, Alabama, United States Fred Loya Insurance Full time

    Job OverviewPosition: Customer Service RepresentativeLocation: Selma, ALJob ID: JOB DESCRIPTIONRole SummaryThe Customer Service Representative plays a crucial role in the sales and service of auto insurance policies. This position involves not only selling new policies but also renewing and servicing existing ones while actively seeking opportunities for new...

  • Customer Service Representative II

    3 days ago

    Selma, Alabama, United States TAJ Technologies Inc Full time

    Job SummaryThe Prior Authorization Representative is a key member of our team at TAJ Technologies Inc, responsible for ensuring seamless patient access to various therapies. This role requires strong communication and problem-solving skills to facilitate collaboration with physician offices and payers.Key ResponsibilitiesValidate patient insurance coverage...

  • Customer Service Representative II

    4 days ago

    Selma, Alabama, United States TAJ Technologies Inc Full time

    Job SummaryThe Prior Authorization Representative is a key member of our team at TAJ Technologies Inc, responsible for ensuring seamless patient access to various therapies. This role requires strong communication and problem-solving skills to facilitate collaboration with physician offices and payers.Key ResponsibilitiesValidate patient insurance coverage...

  • Customer Service Ambassador

    3 days ago

    Selma, Alabama, United States SilverLinx Full time

    About SilverLinxSilverLinx is a leading innovator in the insurance industry, dedicated to providing exceptional customer experiences and shaping the future of insurance solutions.Role OverviewWe are seeking a highly skilled and passionate individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role...

  • Customer Service Representative

    6 days ago

    Selma, Alabama, United States Southeastern Grocers Full time

    Job SummaryThe Cashier Associate is a vital member of our retail team, responsible for delivering exceptional customer service and ensuring a seamless shopping experience for our customers. As a Cashier Associate, you will be the face of our company, interacting with customers, processing transactions, and maintaining a clean and organized store...

  • Service Center Operations Manager

    2 weeks ago

    Selma, Alabama, United States The Salvation Army USA Southern Territory Full time

    Position Title: Service Center Operations ManagerOrganization: The Salvation Army, USA Southern TerritoryOverview: The Salvation Army is a globally recognized non-profit organization with a mission-driven focus. We are seeking a Service Center Operations Manager to oversee the daily functions of our service center, which includes multiple thrift stores and...

  • Airport Customer Service Representative

    4 days ago

    Selma, Alabama, United States GAT Airline Ground Support Full time

    Job SummaryAs a customer service agent with GAT Airline Ground Support, you will be the first point of contact for passengers at the airport, providing a positive and professional experience. This role encompasses a range of responsibilities, including checking in and ticketing passengers, escorting passengers to and from aircraft, and resolving customer...

  • Insurance Sales Representative

    4 days ago

    Selma, Alabama, United States Rachael Kidd - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our agency, you will be responsible for establishing and maintaining strong relationships with our customers, identifying their insurance needs, and providing tailored solutions to meet those needs.Key...

  • Service Engineering Specialist

    2 weeks ago

    Selma, Alabama, United States Camlin Full time

    Company Overview:Camlin stands as a pioneering technology entity dedicated to innovating groundbreaking solutions across diverse sectors, including energy and transportation. Our commitment to excellence in engineering and design enables us to deliver top-tier products and services that create substantial value for our clients by addressing complex...

  • Insurance Sales Representative

    2 weeks ago

    Selma, Alabama, United States Kemper Full time

    Location: Selma, Alabama Company Overview: Kemper stands as a prominent player in the specialized insurance sector. Our achievements are a testament to the skilled and diverse individuals who contribute positively to the lives of our clients each day. We foster a high-performance culture that encourages personal growth, professional challenges, and a...

  • Automotive Service Valet

    2 weeks ago

    Selma, Alabama, United States Kahlig Auto Group Full time

    Job OverviewAutomotive Service Valet - Kahlig Auto GroupKahlig Auto Group is seeking a dedicated Service Valet to join our dynamic team. The Service Valet plays a crucial role in ensuring a seamless experience for our service clients by parking and retrieving vehicles with professionalism and courtesy.KEY RESPONSIBILITIES:Welcome clients and guide them to...

  • Transport Specialist

    2 weeks ago

    Selma, Alabama, United States National Salvage & Service Corporation Full time

    Descripción del TrabajoNational Salvage & Service Corporation está en busca de un Transport Specialist.National Salvage & Service es una empresa sostenible que se dedica a reciclar casi todo el material que recuperamos. Esta práctica no solo evita que estos materiales terminen en vertederos, mejorando el medio ambiente; también ahorra a nuestros clientes...

  • Class A CDL Truck Operator

    2 weeks ago

    Selma, Alabama, United States National Salvage & Service Corporation Full time

    Job OverviewNational Salvage & Service Corporation is looking for a Class A CDL Truck Operator.As a leader in sustainable practices, we focus on recycling a significant portion of the materials we salvage. This not only helps the environment by diverting waste from landfills but also provides our clients with cost-effective solutions, enhancing their...

  • Class A CDL Truck Operator

    1 week ago

    Selma, Alabama, United States National Salvage & Service Corporation Full time

    Job OverviewNational Salvage & Service Corporation is actively looking for a CDL Driver.As a leader in sustainable practices, National Salvage & Service focuses on recycling a significant portion of the materials we recover. This commitment not only diverts waste from landfills, enhancing environmental sustainability, but also provides substantial cost...

  • Class A CDL Truck Operator

    1 week ago

    Selma, Alabama, United States National Salvage & Service Corporation Full time

    Job OverviewNational Salvage & Service Corporation is looking for a Class A CDL Truck Operator to join our operations.As a leader in sustainable practices, we focus on recycling materials to minimize landfill waste, benefiting both the environment and our clients' budgets. Our commitment to sustainability allows us to provide cost-effective solutions while...

  • Director of Educational Programs and Services

    6 days ago

    Selma, Alabama, United States Alabama Department of Education Full time

    Job SummaryWe are seeking a highly qualified and experienced professional to serve as the Chief of Organizational Leadership and Development for the Alabama Department of Education. This key leadership position will play a critical role in developing, overseeing, and managing day-to-day operations of educational programs and services for the department.Key...

  • Metal Fabricator in Selma, AL

    2 weeks ago

    Selma, Alabama, United States National Salvage & Service Corporation Full time

    Job OverviewNational Salvage & Service Corporation stands at the forefront of sustainability, actively recycling a vast array of materials to minimize environmental impact while providing cost-effective solutions for our clients. With a legacy spanning over four decades, we specialize in delivering premium used and new railroad ties, recycled utility poles,...

  • Member Experience Representative

    6 days ago

    Selma, Alabama, United States ASE Credit Union Full time

    Job Description**Job Summary**Azure Credit Union is seeking a highly skilled and experienced Member Experience Coordinator to join our team. As a Member Experience Coordinator, you will be responsible for providing exceptional customer service to our members, processing financial transactions, and assisting with various products and services.Key...

  • Insurance Sales Team Leader

    2 weeks ago

    Selma, Alabama, United States PRT Financial Full time

    Position Overview:As a pivotal role within PRT Financial, the Life Insurance Sales Team Leader is responsible for spearheading the development and expansion of our sales team. We seek a motivated individual who is eager to embrace our established system of success in the insurance sector. This is a full-time role with a commission-based compensation...

  • Insurance Sales Team Leader

    2 weeks ago

    Selma, Alabama, United States PRT Financial Full time

    Position Overview:As a pivotal member of PRT Financial, the Life Insurance Sales Team Leader will play a crucial role in our growth strategy. We are seeking a motivated individual who is eager to develop a high-performing sales team. This is a Full-Time role with a commission-based compensation structure, requiring a commitment of 40-50 hours per week.Key...