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Stifel’s PearlStreet Investment Management team is seeking a full-time professional Client Service Associate. In this role, the Client Service Associate will assist in the production and maintenance of client service materials for both current and prospective clients.
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Responsibilities include managing materials for regularly scheduled client meetings, coordinating compliance oversight, maintaining client files, supporting multiple areas of data management, and providing general administrative support.
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Under immediate supervision, Client Services Associate assists one or more Financial Advisor(s) (FA(s. 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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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.
$59,800 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Under immediate supervision, 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.
Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Client Services Associate assists one or more Financial Advisor(s) (FA(s. 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.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics. The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios.
Full-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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Keep accurate records of client base, assets, investments and other relevant data. Offer support of ongoing projects, presentations, meetings, reviews, and client materials by using formatting, binding and creativity skills for current and prospective clients.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc. 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.
Full-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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.
$72,100 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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.
Full-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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Under immediate supervision, Client Service Associate, Registered, assists one or more Financial Advisor(s) (FA(s. 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.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s. Series 7 and Series 63/65 or Series 66 preferred but not required. Series 7 and Series 63/65 or Series 66 preferred.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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We are a global wealth management and investment banking firm serious about innovation and fresh ideas. 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.
Full-timeExpandApply NowActive JobUpdated 20 days ago
client service associate jobs Title: service associate Company: Stifel Financial
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