client service associate Jobs - Page 2

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Client Service Associate - NR

Stifel - Holland, MI

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 ...

Client Service Associate - NR

Stifel - Redlands, CA

Under immediate supervision, 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, p...

Client Service Associate - NR

Stifel - Daytona Beach, FL

Under immediate supervision, 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, p...

Client Service Associate - NR

Stifel - West Des Moines, IA

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 ...

Registered Client Service Associate

Stifel - La Crosse, WI

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 c...

Temp Client Service Associate - NR

Stifel - Zionsville, IN

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 ...

Client Service Associate - Non-Registered

Stifel - Frisco, TX

Under immediate supervision, 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, p...

Non – Registered Client Service Associate

Stifel - Bethlehem, PA

Under immediate supervision, 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, p...

Part-time Client Service Associate - NR

Stifel - Mankato, MN

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 ...

Part-time Client Service Associate - NR

Stifel - Greenville, NC

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 ...

Part-time Client Service Associate - NR - Temp

Stifel - Rockford, IL

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 ...

Client Service Associate - Non-Registered Part-time

Stifel - Pueblo, CO

Under immediate supervision, 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, p...

Client Service Associate Senior - US Private Trading Office

City National Bank - Los Angeles, CA

CLIENT SERVICE ASSOCIATE SENIOR - US PRIVATE TRADING OFFICE WHAT IS THE OPPORTUNITY? The Senior Client Service Associate is responsible for executing day-to-day operations of the Private Trading Office and delivering exceptional service to UHNW clients. As a licensed/registered professional, this role facilitates client onboarding, oversees the full suite of ongoi...

Client Service Associate Senior - US Private Trading Office

City National Bank - Los Angeles, CA

CLIENT SERVICE ASSOCIATE SENIOR - US PRIVATE TRADING OFFICE WHAT IS THE OPPORTUNITY? The Senior Client Service Associate is responsible for executing day-to-day operations of the Private Trading Office and delivering exceptional service to UHNW clients. As a licensed/registered professional, this role facilitates client onboarding, oversees the full suite of ongoi...

Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time

VON Canada - Hamilton, ON, Canada

Requisition Details: Employment Status: Temporary, Full-time (1.0 FTE) Program Name: Visiting Nursing/Clinic/Shift Nursing Work Schedule: Days, Evenings, Weekends Number of Hours Bi-Weekly: 75 Union/Bargaining Unit: OPSEU Anticipated End Date: November 2027 On-Call: No Existing Vacancy: Yes – we're currently hiring candidates for an existing vacancy in ...