Client Services Associate (Registered) - Advisor Support
Stifel
Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, handling a variety of administrative tasks, and providing exceptional client service. The role requires series 7 and 63/66 licenses, and familiarity with brokerage regulations and trade entry. A proactive, detail-oriented candidate will thrive in a fast-paced environment. Responsibilities include document collection, reporting, and risk escalation to Advisors or #J-18808-Ljbffr Stifel
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Client Services Associate (Registered) - Advisor Support in Indianapolis, IN vacancy
- ...for a culture that puts its clients and associates first: a culture where everyone... ...ll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening... ...variety of administrative support duties, including but not limited...SuggestedWork at office
Stifel
Indianapolis, IN17 hours ago - Stifel Financial Corp. in the United States is seeking a Client Services Associate (Registered) to assist Financial Advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties, provide quotes, and ensure accurate...Suggested
$60k - $80k
...Description Description: Senior Client Service Associate Indianapolis / Carmel IN... ..., and estate planning, we support clients in achieving their... ...goals. Backed by Cetera Advisors LLC and Cetera Investment... ...Indianapolis, IN for a Senior Registered Client Service Associate....SuggestedFull timeTemporary workWork at officeARTISTRY WEALTH, LLC
Indianapolis, IN1 day ago$50k - $65k
...Client Service Associate Indianapolis, IN At Edelman Financial Engines (EFE), our purpose... ...clients, appointment preparation, and supporting the completion of required... ...Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred...Suggested- ...relationships with our clients, providing more than financial planning services. Focused on... ...estate planning, we support clients in achieving... ...goals. Backed by Cetera Advisors LLC and Cetera Investment... ..., IN for a Senior Registered Client Service Associate. Responsibilities...SuggestedFull time
$75k - $85k
We are seeking an experienced Client Service Associate who delivers a white-glove client... ...-office position. Aaron Wealth Advisors is a premier independent Registered Investment Advisor (RIA) and... ...role assumes responsibility for supporting the Advisors, Investment Team,...Full timeWork at office- Artistic Strategies is seeking a Senior Registered Client Service Associate for a full-time, on-site role based in Indianapolis, IN. The position focuses on delivering exceptional client service, supporting inquiries and account management, and preparing financial reports...Full time
- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel... ...delivering outstanding customer experiences while providing a supportive, collaborative, and flexible remote work environment. As...Remote workFlexible hours
Hello Sunshine Travels
Indianapolis, IN3 days ago - ...advisory firm committed to delivering exceptional client experiences in wealth management. Our team... ...of everything we do. Position Overview The Client Services Associate plays a critical role in supporting advisors and ensuringanoutstandingclient experience. This...Work at office
Thurston Capital
Indianapolis, IN2 days ago $70k
...We are seeking an experienced Client Service Associate who wants to deliver a white-glove client... ...thrives in a fast-paced environment supporting UHNW families and managing intricate... ...who want to work alongside experienced advisors, investment professionals, and family...Full timeWork at officeWindward Recruiting
Indianapolis, IN2 days ago$20 - $25 per hour
...Phillips and his team empower clients to achieve their financial... ...ideal candidate is a proactive, service-oriented professional who... ...notch administrative and client support, anticipate needs, solve problems... ...or equivalent, required • Associate or bachelor’s degree,...Hourly payPart timeWork at officeLocal areaRemote workMonday to FridayFlexible hoursWestPoint Financial Group
Indianapolis, IN2 days ago- Corient Services LLC is seeking an organized administrative professional to support advisory teams, handle client data gathering, and monitor paperwork. You will execute client funds... ...departments, coordinate with clients’ advisors, and provide general office support....Work at office
- Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and...Remote job
- ...creating strategies to help our clients grow, protect, and transfer... ...highly responsive care. Service: We regularly and generously... ...Overview The Client Service Associate (CSA) plays a critical role... ...partners closely with Wealth Advisors to support client onboarding, ongoing relationship...Work at officeWork from homeFlexible hours
- Selerix Systems, Inc. is seeking a Client Services Specialist to support the Shared Services function. This role focuses on executing routine, well-defined tasks to ensure a seamless client experience and frees up senior specialists to handle more complex work. As the primary...
- ...serves as the official face of the branch, delivering exceptional client service and building long-lasting relationships. You will handle... ...collaborate with teammates to deepen client engagement. The role supports training for Series 7 and Series 66 licenses; a degree or...
$51.4k
Charles Schwab is looking for candidates to join the service team, educating clients on investment strategies, trading tools, and retirement choices. You will answer inbound calls, own issues, and pursue licensing through the Schwab Service Academy (SSA) with paid training...- ...have the chance to learn about our Financial Services Representative role, build connections with current... ...invited to interview with one of our Talent Advisors. If you’re passionate about serving clients, work best in a supportive environment, and are ready to build an...Day shift
- ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to... ...people, organizational, and client service skills Attention to detail... ...stock where applicable Leaders who support your development through...Full timeFlexible hours
RBC Capital Markets, LLC
Indianapolis, IN4 days ago - ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to... ...people, organizational, and client service skills Attention to detail... ...where applicable. Leaders who support your development through coaching...Full timeFlexible hours
RBC
Indianapolis, IN2 days ago - ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to... ...people, organizational, and client service skills Attention to detail... ...applicable Leaders who support your development through coaching...Full timeFlexible hours
Royal Bank of Canada
Indianapolis, IN4 days ago - RBC Wealth Management in Indianapolis seeks a Senior Registered Client Associate to support financial advisors and clients. You will handle account questions,... ...flexible benefits. This role emphasizes client-first service and professional growth. #J-18808-Ljbffr RBC Capital...Flexible hours
- ...Wealth Management in Indianapolis is seeking a Senior Registered Client Associate to support financial advisors and clients by handling inquiries, processing... ...operational skills to help advisors grow their business while delivering exceptional service. #J-18808-Ljbffr RBC
$17.31 per hour
...9953 Job Category: Technical Support Agent Language Requirement: English... ...and Customer Experience Advisor! You’ll be the friendly voice of our Telecommunications client to support their customers with... ...passion for outstanding customer service, to answer questions about...Bi-weekly payDaily paidFull timeFor contractorsCurrently hiringWork at officeRemote workWork from homeHome officeShift workAfternoon shift- ...you'll play a crucial role in delivering exceptional customer service while ensuring the smooth processing of parts orders. You'll be... ...customer accounts, invoices, and special projects, all while supporting the team with vital administrative tasks and encompassing Model...Work at office
- ..., and where you will be supported along whichever path you... ...all aspects of Investor Services day-to-day processing for a key client Manage, coordinate, and... ...potential AML/KYC risks associated with clients and... ...when necessary (Investors, Advisors, Clients, Bankers, etc.)...Work at officeLocal areaFlexible hours
Alter Domus
Carmel, INa month ago - ...situations. In this role, you will assess clients' financial needs, provide life and health... ..., and deliver exceptional customer service. This role is not like the others. You... ...Schedule and conduct follow-up interactions to support acquisition goals. Collaborate with...Base plus commissionFor contractorsWork at officeFlexible hoursWeekend work
JURS INSURANCE AND FINANCIAL SERVICES INC
Carmel, IN4 days ago $17 - $19 per hour
...customers meet their financial needs and unlock their financial good.We’re seeking an Overstaff Financial Services Representative to join our dynamic team and support multiple branches as needed. In this role, you’ll step in where you’re most needed, providing...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- World Finance is seeking an Overstaff Financial Services Representative to support multiple branches across the Indianapolis area. You will provide outstanding customer service, help clients with loan applications, process payments, and assist with branch operations. The...Hourly payFull time
$51.4k
...transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'... ...you with the paid training, study time, and support you need to obtain your Securities Industry...Full timeShift workNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate (Registered) - Advisor Support. Be the first to apply!
Related searches
- client relationship associate Indianapolis, IN
- client account associate Indianapolis, IN
- client success associate Indianapolis, IN
- veterans service officer Indianapolis, IN
- retail service associate Indianapolis, IN
- public service officer Indianapolis, IN
- service lot attendant Indianapolis, IN
- service consultant Indianapolis, IN
- service advisors Indianapolis, IN
- information technology and services consultant Indianapolis, IN