Client Services Associate: Account Setup & Client Support
Stifel
Stifel is seeking a Client Services Associate in Fort Worth, Texas to assist Financial Advisors with client accounts and perform a variety of administrative tasks. Responsibilities include maintaining records, providing customer service support, and ensuring smooth operations for client requests. The ideal candidate has a High School Diploma, at least 2 years of clerical experience, and proficiency in Microsoft Office applications. Join Stifel to become part of a firm that values innovation and success. #J-18808-Ljbffr Stifel
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate: Account Setup & Client Support in Fort Worth, TX vacancy
- Stifel Financial Corp. is looking for a Client Services Associate in Fort Worth, Texas, who will support Financial Advisors by managing client accounts, performing administrative tasks, and ensuring top-notch customer service. Candidates should have a High School Diploma...AccountsWork at office
$60k - $90k
...from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm... ...seeks a Client Services Associate to support Private Wealth Clients and Advisors by... ...advisor-led client meetings Coordinate new account opening and client onboarding on the...AccountsFull time- ...- Friday. Responsible for the general servicing and support of the Financial Advisors. This includes... ...a consistent and effective level of client servicing when the Financial Advisor is... ...to identify existing client, account, and product attributes that present sales...AccountsWork at officeMonday to Friday
- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...and maintenance of client accounts and records, performs a wide... ...variety of administrative support duties, including but not limited...AccountsWork at officeImmediate start
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a...Suggested
- ...We are seeking a professional and customer-focused Client Services Associate to join our growing remote team. This role is ideal for individuals... ...Associate, you will assist clients with inquiries, provide ongoing support, and help ensure a positive customer experience. This...Remote workFlexible hours
- ...management and investment products and services for individuals, companies, and institutions. This role supports Financial Advisors by providing client service support and ensuring... ...written communication skills. Skills Account Management Client Management Customer...AccountsSeasonal workWork from homeShift workDay shift
- Confidential in Fort Worth, Texas is seeking a Client Service Representative to provide exceptional customer service at events. The ideal candidate will represent charity clients positively, help at in-person campaigns, and collaborate with a dynamic team. We're looking...Weekly pay
- ...Client Success Representative (CSR) I The Client... ...focusing on maximizing account performance and client... ...by providing support related to the client... ...assigned. Requirements Associate's degree in Business Administration... .... Strong client service skills with excellent...AccountsWork experience placementWork at officeRemote work
$76k - $82k
...management of the Personal Advisor client relationships. Job... ...investment success.” As an Advice Support Representative, you will... ...based assignments to meet the service and trading needs of Vanguard... ...servicing needs and execute on account changes and trading needed to...AccountsHourly pay- ...Veterinary Client Service Representative The PARC Vet in Fort Worth, Texas is hiring an experienced... ..., while having the opportunity and support of a united network. The PARC Vet is a... ...situations and skills at basic accounting and cash handling. Experience & Skills...AccountsWork at officeFlexible hoursNight shift
- ...Growth and delivering for our clients, teammates, communities and... ...and rewarding performance, and supporting our teammates' physical,... ...- whether shaped by military service, community college education,... ...problems, providing appropriate account maintenance, and looking for...AccountsWork at officeImmediate startFlexible hoursShift workAfternoon shift
$110.25k - $235.81k
RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX... ...conditions, plan/account investments, performance... ...education program to support the client’s objectives... ...differentiate UMB Retirement Services from the competition.... ...clients and internal associates CFA, CIMA, QPFC, CFP...AccountsLocal areaFlexible hours- ...Client Service Specialist Job Category: Operations Full-Time On-site Fort Worth,... ...response. Conduct outbound outreach on accounts in 0-10, 1112-day past-due window,... ...risk to the Director of Collections with supporting context. Coordinate with Regional Sales...AccountsFull timeWork at office
- ...Cresson, TX (In Office) Department: Client Experience Team Reports To:... ..., and exceptional customer service. Our Why Serve Others - Serve... ...Process client payments and account updates Coordinate service requests and scheduling support Assist with client retention...AccountsFull timeWork at office
- ...experience via phone, email and chat supporting transportation factoring & payment platform clients. The ideal candidate will have experience in client service and actively demonstrate... ...inquiries. Holistically review client accounts, pending invoices and payments, A/...AccountsWork at officeLocal area
- ...Consultants, Inc. is seeking a Client Success Representative in... ...role is pivotal for maximizing account performance and client retention... ...communications, providing support, and analyzing trends to improve... ...candidates will have an associate's degree in Business or Healthcare...AccountsRemote job
$59.15k - $83.09k
...join our organization as a Client Services Team Project Administrator!... ...Service Group. Provide backup support for the SSC role as needed.... ...Create and maintain customer accounts. Create and manage location... ...Salesforce. What you will bring: Associate Degree required and up to...AccountsHourly payLocal areaWork from homeWeekend work- Schaefer Advertising in Fort Worth, Texas is seeking an Account Coordinator to support its Real Estate group. This role involves learning the intricacies of account service, managing client relationships, and working with a mentor. Applicants should have a Bachelor's degree...AccountsWork at office
$18 - $20 per hour
...Back Office Operations Support Specialist (Accounts Payable) Location: Fort Worth, Texas (Onsite) Employment Type: Contract Role Overview We are seeking a detail-oriented Back Office Operations Support Specialist. This role is responsible for the timely processing...AccountsHourly payContract work- RBC Capital Markets, LLC is seeking a Client Associate in Fort Worth, Texas. The role focuses on... ...client relationships, facilitating account transactions, and ensuring compliance with... ...licenses. Join a team dedicated to client service excellence and career development in a...Accounts
$45k - $60k
...passionate about helping our clients succeed. What You’ll... ...As a Client Success Associate, you’ll be the go-to... ...from our products or services, and stay excited... ...for client enquiries, support, and follow-ups. Assisting... .... Monitoring client accounts to ensure satisfaction...AccountsFull time- ...financial advisors and our clients. As a Client Associate/Registered Client... ...resolve problems, onboard new accounts, process and maintain account... ...organizational, and client service skills Attention to detail... ...applicable Leaders who support your development through coaching...AccountsFull timeFlexible hours
- ...Client Development Representative As a key member... ...superior customer service. The ideal candidate will... ...services to increase account value. Maintain a consistent... ...to provide on-site support for pharmaceutical... ...Education: Associate's degree required; Bachelor...AccountsTemporary workFlexible hours
$85k - $100k
...of Interest: Treasury Services; Commercial Banking; Customer... ...focus on putting our clients first. We believe no... ...resolution and/or account maintenance issues. You... ...escalation for TCSP support and provide assistance... ...through completion of an Associate’s Degree in a Business...AccountsFull timeTemporary workWork at office- Client Experience Associate At PNC, we pride ourselves in delivering the best experience... ...in lobby activities, and supports proactive sales... ...outbound interactions, including service‑to‑sales, teller... ...abilities. Preferred Skills Accountability Banking Branch Banking Client...AccountsTemporary workWork experience placementWork at office
$58k - $66k
...Description We are seeking a client-focused Trade Desk Associate / Mutual Fund Trader to support a high-volume, inbound call... ...environment. This role is 100% service-oriented, partnering directly... ...movement requests, and provide account support. The ideal candidate...AccountsPermanent employmentTEKsystems
Fort Worth, TX5 days ago- ...Bank Of America Treasury Client Service Representative At Bank of America, we are guided... ...recognizing and rewarding performance, and supporting our teammates' physical, emotional, and... ...Written Communications Account Management Adaptability Attention...AccountsWork at officeFlexible hoursShift workDay shift
- Bank of America is hiring a Money Movement Service Generalist in Fort Worth, Texas. This role provides quality service and efficient operations support, handling transactions while ensuring client account security. The ideal candidate will demonstrate operational discipline...Accounts
- ...provides innovative solutions for clients with facility and... ...and programs available, SSR supports the health, well-being, and personal... ...employee-owned Health Savings Account, 401(k) with matching up to the... ...relationships. Aligns SSR services with the needs of the client,...AccountsFull timeContract workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate: Account Setup & Client Support. Be the first to apply!
Related searches
- client account associate Fort Worth, TX
- service lot attendant Fort Worth, TX
- site services specialist Fort Worth, TX
- service advisor automotive Fort Worth, TX
- toyota service advisor Fort Worth, TX
- part time service advisor Fort Worth, TX
- guest services associate Fort Worth, TX
- community services specialist Fort Worth, TX
- member services specialist Fort Worth, TX
- environmental service worker Fort Worth, TX