Client Service Associate

3 weeks ago

Holland, United States Stifel Full time
Summary

The Client Services Associate (NR) 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).

About NorthCoast Wealth Advisors of Stifel

Our wealth management team offers a full range of products and services, from helping clients select individual investments to developing a personalized retirement planning strategy. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategist – NorthCoast helps clients make informed investment decisions based on their needs and risk tolerance.

Essential Duties & 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, spread-sheet 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

About Stifel

Stifel is a 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.

#LI-HB1

  • Client Service Associate

    4 weeks ago

    Holland, United States Stifel Financial Corporation Full time

    The Client Services Associate (NR) 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 processi Client Service, Associate, Research Analyst, Financial Advisor, Wealth Advisor, Service, Retail

  • Client Service Associate

    4 weeks ago

    Holland, United States Stifel Full time

    Summary The Client Services Associate (NR) 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...

  • Client Service Associate- Holland, MI

    1 day ago

    Holland, United States Raymond James Full time

    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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...

  • Client Service Associate- Holland, MI

    10 hours ago

    Holland, United States Raymond James Financial, Inc. Full time

    **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 Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Lead Service Associate

    1 week ago

    Holland, United States Rite Aid HDQTRS Corp Full time

    Lead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer...

  • Lead Service Associate

    1 week ago

    Holland, United States Rite Aid of Ohio Inc Full time

    Rite Aid of Ohio Inc Lead Service Associate Holland , Ohio Apply Now Lead Service AssociateContribute to our mission to improve Health and Wellness in your community.Become a Rite Aid Lead Service Associate, today!As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction...

  • Client Specialist

    23 hours ago

    Holland, United States The Talbots Inc Full time

    Job Number: 21800 Position Title: Client Specialist External Description: What We Offer: * Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. * Incentive Opportunities * Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you...

  • Lead Service Associate

    1 week ago

    Holland, United States Rite Aid HDQTRS Corp Full time

    Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today! As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provide direction where needed and be an ongoing example of superior customer service. Why you will THRIVE...

  • Cashier - Service Associate FT

    7 days ago

    Holland, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Cashier - Service Associate FT

    6 days ago

    Holland, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Cashier - Service Associate FT

    6 days ago

    Holland, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Cashier - Service Associate PT

    6 days ago

    Holland, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Cashier - Service Associate FT

    7 days ago

    Holland, United States Rite Aid Full time

    Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Service Associate, today! As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful...

  • Cashier - Service Associate FT>

    22 hours ago

    Holland, United States Rite Aid Full time

    Rite Aid Corp. - 973 Washington Avenue [Retail Associate / Team Member] As a Service Associate at Rite Aid Corp., you'll: Provide excellent customer service by assisting customers with their shopping needs, answering customer inquiries, and resolving customer complaints; Engage with customers in a friendly and efficient manner while completing customer...

  • Cleaning Associate>

    2 days ago

    Holland, United States Clean Team, Inc. Full time

    Clean Team - JobID: 3359612 [Cleaning Technician] As a Cleaning Associate at Clean Team, you'll: Clean and maintain assigned area(s) to meet customer and client satisfaction; Clean assigned areas to Clean Team and client standards and requirements; Follow procedures for storage and disposal of trash and transport it to designated areas; Properly clean and...

  • Cleaning Associate>

    2 days ago

    Holland, United States Clean Team, Inc. Full time

    Clean Team - JobID: 3359612 [Cleaning Technician] As a Cleaning Associate at Clean Team, you'll: Clean and maintain assigned area(s) to meet customer and client satisfaction; Clean assigned areas to Clean Team and client standards and requirements; Follow procedures for storage and disposal of trash and transport it to designated areas; Properly clean and...

  • Client Support Agent

    1 week ago

    Holland, United States Digitalink Communications Full time

    Job DescriptionJob DescriptionNationally recognized AT&T Dealer seeking one qualified individual for customer service.As an Account Representative for Digitalink Communications, you will be responsible for assisting apartment communities with generating sales leads for AT&T. Making outbound and receiving inbound calls to and from apartment communities all...

  • Night Stock Associate

    4 weeks ago

    Holland, United States psg Full time

    At SpartanNash, we deliver "what our guests want, when they want it - fast and friendly." We take pride in service excellence and enjoy providing a great customer experience. There are many retail employers, but not all offer a place where you can le Stock Associate, Associate, Staffing

  • Cart & Janitorial Associate>

    20 hours ago

    Holland, United States Walmart Full time

    Walmart - 2629 N Park Dr - [Custodian / Cart Attendant / Team Member / up to $23-hr] - As a Cart & Janitorial Associate at Walmart, you'll: Ensure customers have a great first and last impression; Gather carts from the parking lot; Operate equipment to move carts from the parking lot to inside the store; Clean restrooms, salesfloor, and parking lot as...

  • Cart & Janitorial Associate>

    12 hours ago

    Holland, United States Walmart Full time

    Walmart - 2629 N Park Dr - [Custodian / Cart Attendant / Team Member / up to $23-hr] - As a Cart & Janitorial Associate at Walmart, you'll: Ensure customers have a great first and last impression; Gather carts from the parking lot; Operate equipment to move carts from the parking lot to inside the store; Clean restrooms, salesfloor, and parking lot as...