Client Service Associate
1 month ago
Description Summary The Client Services Associate, Registered, 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). 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. *Provide quotes and other account-related information to assist clients. *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.). *Provide reports and other information to FA(s), as requested. *Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. 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. *Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence. *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 investment industry experience Licenses & Credentials *Series 7 and 63/66 required 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
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Client Service Associate
2 months ago
Canfield, United States Stifel Full timeSummary The 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 will interact with clients regularly regarding account maintenance and transactions. Essential...
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Client Service Associate
2 days ago
Canfield, United States Stifel Full timeSummary The 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 will interact with clients regularly regarding account maintenance and transactions. Essential...
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Client Service Associate
1 month ago
Canfield, United States Stifel Full timeSummary The Client Services Associate, Registered, 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)...
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Client Service Associate
3 weeks ago
Canfield, United States Stifel Full timeSummary The Client Services Associate, Registered, 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)...
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Client Service Associate
2 days ago
Canfield, United States Stifel Full timeSummary The Client Services Associate, Registered, 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)...
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Client Services Coordinator
3 weeks ago
Canfield, United States Wipro Full timeJOB INFORMATIONJob Title:Client Services CoordinatorDepartment: Claims ASO Account Management Job Code: XXX Revision Date: 01/01/2022 FLSA Status: Exempt JOB SUMMARYJob Brief: The Client Services Coordinator will be vital member of the ASO Claim department leadership team and report to the Client Services Manager. They will assist the ASO Claims Department...
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Client Services Coordinator
2 days ago
Canfield, United States Wipro Full timeJOB INFORMATIONJob Title:Client Services CoordinatorDepartment: Claims ASO Account Management Job Code: XXX Revision Date: 01/01/2022 FLSA Status: Exempt JOB SUMMARYJob Brief: The Client Services Coordinator will be vital member of the ASO Claim department leadership team and report to the Client Services Manager. They will assist the ASO Claims Department...
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Community Health Worker
3 days ago
Canfield, United States Mahoning County Education Service Center Consortium Full timePosition Type: Social Services Date Posted: 5/13/2024 Location: ESC of Eastern Ohio Closing Date: Until Filled District: ESC of Eastern Ohio - website Position Title: Community Health Worker - Trumbull County Educational Service Center of Eastern Ohio - Mahoning Valley Regional Council of GovernmentsCategory: Classified; FLSA Applies; Grant funding up to two...
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Community Health Worker
2 days ago
Canfield, United States Mahoning County Education Service Center Consortium Full timePosition Type: Social Services Date Posted: 5/13/2024 Location: ESC of Eastern Ohio Closing Date: Until Filled District: ESC of Eastern Ohio - website Position Title: Community Health Worker - Trumbull County Educational Service Center of Eastern Ohio - Mahoning Valley Regional Council of GovernmentsCategory: Classified; FLSA Applies; Grant funding up to two...
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Sales Associate
4 days ago
Canfield, United States Aldi Full timeLearn and grow your career with one of the nation’s fastest growing grocery stores. Whether you’re interested in joining as a Store Associate, Cashier or Stocker — you’ll act as the face of ALDI while collaborating with your team to deliver an exceptional shopping experience. That can mean making sure products are available for our customers,...
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Store Associate
4 days ago
Canfield, OH, United States Aldi Full timeLearn and grow your career with one of the nation’s fastest growing grocery stores. Whether you’re interested in joining as a Store Associate, Cashier or Stocker — you’ll act as the face of ALDI while collaborating with your team to deliver an exceptional shopping experience. That can mean making sure products are available for our customers,...
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Store Associate
4 days ago
Canfield, United States Aldi Full timeJob DescriptionLearn and grow your career with one of the nation’s fastest growing grocery stores. Whether you’re interested in joining as a Store Associate, Cashier or Stocker — you’ll act as the face of ALDI while collaborating with your team to deliver an exceptional shopping experience. That can mean making sure products are available for our...
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Part-Time Store Associate/Cashier/Stocker
1 week ago
Canfield, United States Aldi Inc. Full timeLearn and grow your career with one of the nation's fastest growing grocery stores. Whether you're interested in joining as a Store Associate, Cashier or Stocker - you'll act as the face of ALDI while collaborating with your team to deliver an exceptional shopping experience. That can mean making sure products are available for our customers, providing our...
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1st Shift Press Operator
2 weeks ago
Canfield, United States Employ-Temps Staffing Service Full timePress OperatorsWe are currently seeking a candidate with a tolerance for varying temperatures and experienced in a manufacturing environment for a client in Canfield, Ohio.In this position, you will be working with a company that has been a one-stop source for aluminum extrusion since 1996. They operate out of three manufacturing facilities with a combined...
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1st Shift Press Operator
2 weeks ago
Canfield, United States Employ-Temps Staffing Service Full timePress Operators We are currently seeking a candidate with a tolerance for varying temperatures and experienced in a manufacturing environment for a client in Canfield, Ohio. In this position, you will be working with a company that has been a one-stop source for aluminum extrusion since 1996. They operate out of three manufacturing facilities with a combined...
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1st Shift Press Operator
3 days ago
Canfield, United States Employ-Temps Staffing Service Full timePress Operators We are currently seeking a candidate with a tolerance for varying temperatures and experienced in a manufacturing environment for a client in Canfield, Ohio. In this position, you will be working with a company that has been a one-stop source for aluminum extrusion since 1996. They operate out of three manufacturing facilities with a combined...
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Retail Associate
3 days ago
Canfield, United States Heritage Cooperative Full timeJob DescriptionJob DescriptionHeritage Cooperative is always looking for friendly, outgoing, customer-service driven employees. Our people are our greatest asset, and we are constantly thinking outside of the box for new ways to make working at Heritage Cooperative attractive to our current and prospective employees. If this sounds like you, apply today and...
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Grain Associate
1 week ago
Canfield, United States Heritage Cooperative Full timeJob DescriptionJob DescriptionHeritage Cooperative is always looking for friendly, outgoing, customer-service driven employees. Our people are our greatest asset, and we are constantly thinking outside of the box for new ways to make working at Heritage Cooperative attractive to our current and prospective employees. If you see yourself as a future Grain...
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Openers - Cashier / Service
2 weeks ago
Canfield, United States Taco Bell Full timeOpeners - Cashier / Service Canfield, OH Looking for daytime work? The Opener/Days schedule is looking for employees who are able to work during the morning/early afternoon. Opening times vary by restaurant. Schedules for Openers can start as early as 6:00am. Dayshift typically ends by 4:00pm. Shift Length and specific Start/End times will vary within...
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Openers - Cashier / Service
2 days ago
Canfield, United States Taco Bell Full timeOpeners - Cashier / Service Canfield, OH Looking for daytime work? The Opener/Days schedule is looking for employees who are able to work during the morning/early afternoon. Opening times vary by restaurant. Schedules for Openers can start as early as 6:00am. Dayshift typically ends by 4:00pm. Shift Length and specific Start/End times will vary within...
