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Client Service Associate - Registered
Stifel - Dublin, OH
Summary 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(...
CLIENT SERVICE ASSOCIATE
Stifel - Dublin, OH
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. If not currently licensed an...
Operations Coordinator
Penske - Columbus, OH
Location: 2470 Westbelt Dr, Columbus, OH 43228 Great entry level finance role! Position Summary The Operations Coordinator will complete administrative processes of the branch (branches) that support operational efficiency, effectiveness, customer satisfaction and profitability. The Operations Coordinator will provide superior customer service and commun...