Client Service Associate
4 weeks ago
Description Summary 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 Duties & Responsibilities Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maintaining current client information and anticipating client needs. Interact with clients by phone, email, or in-person to respond to their inquiries, provide account and market information, and schedule appointments. Administrative duties not limited to scanning, answering phones, preparing mailings, data entry, scheduling meetings, coordinating business meals and travel arrangements. Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation. Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy. Qualifications Series 7 and Series 66 preferred but not required. Provide exemplary service to clients with exceptional interpersonal skill and written/verbal communication. Ability to organize large amounts of information and prioritize workload to meet deadlines. Basic understanding of the Financial Services industry Education & Experience High School Diploma or equivalent 2+ years clerical/related industry Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook 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. Stifel is committed to providing equal employment opportunities (EEO) to all associates, applicants for employment, and individuals providing services in the workplace without regard to actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation, child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention to become pregnant and related medical condition), sexual and reproductive health decisions, sexual orientation, gender identity and gender expression (including transgender individuals who are transitioning, have transitions, or are perceived to be transitioning to the gender with which they identify), national origin, ancestry, age, disability, weight, genetic information, marita
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Pet Services Associate
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Columbus, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! The Pet Services Associate is part of a team promoting healing experiences for our grieving Pet families. The Associate will work closely with other team members, departments, and clients to ensure procedures, policies, ongoing office...
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Associate Transportation Engineer
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Columbus, United States Pennoni Associate Inc. Full timeLocation: Location: Associate Transportation Engineer in Columbus, OH at Pennoni **Location:** **Work Experience** 4 - 7 years **Job Description** Pennoni is a multidisciplinary consulting engineering firm founded more than five decades ago. We approach engineering challenges from a wider spectrum of angles than most, from land development to energy...
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Associate Transportation Engineer
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Commercial Client Service Associate Sr
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Client Service Associate
1 month ago
Columbus, United States Kestra Financial Full timeThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/Operations Director of a large book of business including...
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Client Service Associate
1 day ago
Columbus, United States Kestra Financial Full timeThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/Operations Director of a large book of business including...
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Client Service Associate
1 month ago
Columbus, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of...
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Client Service Associate
2 days ago
Columbus, United States Kestra Financial Independent Advisor Full timeJob DescriptionJob DescriptionThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of...
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Weekend Client Service Representative
1 week ago
Columbus, United States VCA Animal Hospitals Full timeWe are seeking a part time Weekend Client Service Representative to join our busy 7 doctor team. The position would be for 2 weekends a month. We are nearly done renovating our facility that will feature 10 exam rooms, 2 surgical suites, and new CT imaging services, and a state of the art physical therapy department. We offer superior employee benefits,...
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Weekend Client Service Representative
2 days ago
Columbus, United States VCA Animal Hospitals Full timeWe are seeking a part time Weekend Client Service Representative to join our busy 7 doctor team. The position would be for 2 weekends a month. We are nearly done renovating our facility that will feature 10 exam rooms, 2 surgical suites, and new CT imaging services, and a state of the art physical therapy department. We offer superior employee benefits,...
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Client Services Representative
1 month ago
Columbus, United States Jobs for Humanity Full timeCompany DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's...
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Client Services Representative
1 day ago
Columbus, United States Jobs for Humanity Full timeCompany DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's...
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Client Services Representative
1 month ago
Columbus, United States Safelite Group, Inc. Full timeDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.Client Srvcs RepDoes this...
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Client Services Representative
1 day ago
Columbus, United States Safelite Group, Inc. Full timeDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.Client Srvcs RepDoes this...
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Client Services Representative
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Client Services Representative
8 hours ago
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Executive - Client Services
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Client Services Director
1 month ago
Columbus, United States Lawrence Law Office Full timeJob DescriptionJob DescriptionWelcome to Lawrence Law Office, a prestigious Central Ohio law firm. We currently are seeking a Client Services Director to join our dedicated team. As a Client Services Director, you will play a crucial role in obtaining and retaining satisfied clients.In this position, you will be responsible for providing administrative...
