Registered Client Services Associate - Admin & Trade Support
Stifel
Stifel is seeking a Client Services Associate (Registered) in Fort Worth, Texas. The role involves assisting Financial Advisors with client account management, providing administrative support, and ensuring overall client satisfaction. The ideal candidate will have a strong understanding of the investment brokerage industry, excellent communication skills, and at least 2 years of relevant experience. A comprehensive benefits package is offered. #J-18808-Ljbffr Stifel
- ...a culture that puts its clients and associates first: a culture where everyone... ...supervision, Client Services Associate (Registered) assists one or more Financial... ...of administrative support duties, including but not... ...support to clients, may enter trades as directed by the FA(s)....SuggestedWork at officeImmediate start
- What You'll Be Doing Client Services Associate (Registered) assists one or more Financial Advisor(s) with the... ...performs a wide variety of administrative support duties, including word processing,... ...support to clients, and may enter trades as directed by the FA(s). What We're...SuggestedWork at office
- Stifel is seeking a Client Services Associate in Fort Worth, Texas to assist Financial Advisors with client accounts and perform a variety of administrative... ...include maintaining records, providing customer service support, and ensuring smooth operations for client requests. The...SuggestedWork at office
- 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...SuggestedWork at office
- ...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...SuggestedRemote workFlexible hours
$58k - $66k
About the Role We are seeking an experienced Trade Desk Representative to join a dynamic financial services team in Fort Worth, TX. This is a client service‑focused role within an active trade desk environment supporting financial advisors and customers. In this position...Permanent employmentRemote workMonday to FridayFlexible hoursShift work- ...Client Associate/Registered Client Associate Selected candidates will receive... ...funds and securities, complete trades in client accounts, and... ...organizational, and client service skills Attention to detail... ...applicable Leaders who support your development through coaching...Full timeRelocation packageFlexible hours
- 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
$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 advisors... ...Additionally, if you are not currently registered with FINRA, you will be...Hourly pay$58k - $66k
...Trade Desk Representative (Series 7/63 or 66 Required) Fort Worth, TX (Hybrid... ...to join a dynamic financial services team in Fort Worth, TX. This is a client service-focused role within an active trade desk environment supporting financial advisors and customers....Permanent employmentRemote workMonday to FridayFlexible hoursShift work- ...financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...and securities, complete trades in client accounts, and... ...organizational, and client service skills Attention to... ...applicable Leaders who support your development through...Full timeFlexible hours
- ...Trade Account Manager The Trade Account Manager is responsible... ...expertise, and ongoing support to help customers succeed. It... ...internal teams to support orders, service, and billing. Represent Pella... ...builder meetings, and trade associations to expand market presence....For contractorsWork at office
$20 - $24 per hour
Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best. The Office Services Associate position will be a highly visible point of contact to our internal and...Hourly payFull timeWork at officeLocal area- ...Growth and delivering for our clients, teammates, communities and... ...developing exceptional talent, supporting our teammates’s physical,... ...responsible for providing quality service and efficient operations... ...generation, opening new accounts, trade processing, payment...Shift workDay shift
$18 - $25 per hour
...Rehabilitation Fort Worth (Sports), TX Patient Service Specialist (PSS) Hours: vary between Monday - Friday... ...working with Center manager to minimize cancellations and support Treatment adherence. Registers patient information, ensuring all forms are complete...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hours- ...Bank Of America Treasury Client Service Representative At Bank of America, we are guided by a common purpose to help make financial lives... ...talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through...Work at officeFlexible hoursShift workDay shift
- ...Service Advisor The mission of the Service Department is to deliver highly efficient and elevated Service Counter... ...for delivering highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury...
$158.95k - $220k
...needs and market dynamics. The MS also supports sales success through participation in congresses... ..., National Accounts, Training and Trade Conduct rare neurology-specific market... ..., familial status, marital or registered civil partnership status, pregnancy or parental...Local area- ...business. About the Role The Field Services Specialist acts as NetCov’s representative at our client's office(s). A member of our... ...responsible for day-to-day support for our client, while also... ...keeping Criteria for Success Associates Degree in Information Technology...Daily paidFull timeWork at office
- The Cloud Services Administrator II is responsible for administering and supporting cloud infrastructure and services in day-to-day operations. This role focuses on deploying... ...systems-related technologies Excellent client service and interpersonal skills Ability to analyze...
- ...opportunities, and delivering exceptional service and solutions to clients. While this role is not traditionally... ...portfolio of industrial accounts to support company growth targets. Develop new... ...manner at industry events, trade shows, and client meetings. Perform...Contract workWork at office
$155k - $230k
...performance, risk management, client relationships, field... ...mobilization, demobilization, and support implementation. Verify all applicable... ..., and client contractor services. Coordinate and facilitate... ...Manage community and building trades relationships. Develop and implement...Full timeContract workFor contractorsFor subcontractorWork at office$12 - $15 per hour
...appointment scheduling, and prompt, courteous service. In addition to supporting the salon team and resolving client concerns, the Customer Sales and Experience Specialist... .../holidays*, and 401(k) with Company match. All associates are eligible for an associate discount on...Hourly paySeasonal workWorldwide- ...Registered Nurse RN Operating Room Service Line Specialist Bring your passion to Texas Health so we are Better... ...Nursing Diploma Nursing Req Or Associate's Degree Nursing Req Or Bachelor's... ...Req And BCLS - Basic Cardiac Life Support prior to providing independent patient...Full timeDay shift
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...and rewarding performance, and supporting our teammates' physical, emotional, and... ...career paths - whether shaped by military service, community college education, or a wide...Work at officeImmediate startFlexible hoursShift workAfternoon shift
- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart... ..., visitors and business associates in a helpful, professional and...Work experience placementWork at office
- ...Job Title Customer Service Associate Summary Under the direct supervision of the Senior... ...Associate is responsible for: # Registering and managing transactions: Registers program... ...handles outgoing calls. # Clerical support: Provides administrative support,...Part timeWork at officeAfternoon shift
$18 - $22 per hour
...Client Service Representative Barnes Lawn Doctor Western Rim LLC is a locally owned lawn fertilization and pest control company that... ...account updates Coordinate service requests and scheduling support Assist with client retention and service recovery efforts...Hourly payWork at office- ...Veterinary Client Service Representative The PARC Vet in Fort Worth, Texas is hiring an experienced Client Service Representative to... ...openness of a small clinic, while having the opportunity and support of a united network. The PARC Vet is a 24/7 Animal Hospital that...Work at officeFlexible hoursNight shift
- ...Client Success Representative (CSR) I The Client Success Representative... ...retention by providing support related to the client account... ...assigned. Requirements Associate's degree in Business... ...functions. Strong client service skills with excellent written...Work experience placementWork at officeRemote work
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