Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Registered Client Services Associate — Finance Operations

Stifel Financial Corp.

Stifel Financial Corp. is seeking a Client Services Associate (Registered) located in Pinehurst, North Carolina. The role involves assisting Financial Advisors with client accounts, performing a variety of administrative duties, and providing exceptional customer service to clients. Ideal candidates will have at least 2 years of investment industry experience, a high school diploma, and possess required licenses such as Series 7 and 63 or 66. Proficiency in Microsoft Office Suite is essential for this position. #J-18808-Ljbffr Stifel Financial Corp.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Services Associate — Finance Operations in Pinehurst, NC vacancy
  • What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of...  ...certain required files for the branch office. Perform operational or administrative functions for client related requests... 
    Suggested
    Work at office

    Stifel Financial Corp.

    Pinehurst, NC
    1 day ago
  • $70k

     ...Job Title: Wealth Management Client Associate Location: Southern Pines, NC...  ...Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm...  ...for delivering a high level of service to clients, supporting advisors with investment operations, and helping maintain... 
    Operations
    Work at office

    Vance Airscoop

    Southern Pines, NC
    4 days ago
  •  ...Lowe's Merchandising Services Associate As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching... 
    Operations
    Full time
    Part time
    Local area
    Flexible hours
    Weekend work
    Weekday work

    Lowe's

    Southern Pines, NC
    2 days ago
  •  ...through exceptional hospitality, innovative services, and a welcoming environment for both...  ...a Director of Nursing Services (DON)/Registered Nurse (RN) to join our dedicated team...  ..., and administration of day-to-day operations associated with direct patient care. Responsibilities... 
    Operations
    Flexible hours

    The Lodge at Sandhills Carolina

    Southern Pines, NC
    27 days ago
  •  ...The Greens at Pinehurst is seeking a skilled and dependable Registered Nurse (RN) Supervisor to lead our weekend team in Pinehurst, NC...  ...term care setting. As RN Supervisor, you will oversee clinical operations during weekend shifts, collaborating with the interdisciplinary... 
    Operations
    Shift work
    Weekend work

    The Greens at Pinehurst

    Pinehurst, NC
    4 days ago
  •  ...Retail Service SpecialistThe Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift management responsibilities in the absence of... 
    Operations
    Local area
    Flexible hours
    Shift work
    Night shift

    O'Reilly Auto Parts

    Southern Pines, NC
    2 days ago
  •  ...Customer Service Rep Taylortown, North Carolina, GBR Pizza, Inc. The main requirement for Domino's Pizza Customer Service Representative...  ...whenever it is needed. CSRs will also learn basic store operations to include but not limited to making pizzas and product... 
    Operations
    Shift work

    Domino's Pizza

    Pinehurst, NC
    3 days ago
  •  ...procedures, imaging, injections, and surgical services, and educates patients on insurance...  ...duties as assigned in support of clinic operations. Position requirements include:...  ...four years of experience in healthcare, finance, billing, or patient access roles; high... 
    Operations
    Work at office

    Pinehurst Surgical Clinic PA

    Pinehurst, NC
    3 days ago
  •  ...Category/Area of Expertise: Retail Operations Job Requisition: 547057...  ...1957. Today, our 82,000 associates serve more than 10 million customers...  ...End operations including Service Center, Self-Checkout and...  ...times Maintain all Front End registers and equipment, including... 
    Operations
    Local area
    Flexible hours

    Food Lion

    Aberdeen, NC
    1 day ago
  • $15 - $17.5 per hour

     ...distinctive and delightful customer experience. Registers sales on assigned cash register,...  ...fair, friendly, and efficient checkout service. Customer Experience Engages customers and...  ..., servicing until satisfied, etc.). Operations Provides customers with courteous, friendly... 
    Operations
    Hourly pay
    Temporary work
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Aberdeen, NC
    2 days ago
  • $15 - $17.5 per hour

     ...distinctive and delightful customer experience. Registers sales on assigned cash register,...  ...fair, friendly, and efficient checkout service. Customer Experience Engages customers and...  ..., servicing until satisfied, etc.). Operations Provides customers with courteous, friendly... 
    Operations
    Hourly pay
    Work experience placement
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Carthage, NC
    2 days ago
  • $17.5 per hour

     ...our retail stores. Customer Service Specialists work closely with...  ...concerns and ensure maximum client satisfaction as well as stay...  ...protect the business and its operations and reputation and is necessary...  ...applicable geographic differential associated with the location at which... 
    Operations
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Southern Pines, NC
    2 days ago
  •  ...while supporting structured onboarding and operational consistency for newly hired staff. This...  ..., and regulatory compliance.  The Registered Medical Assistant (RMA) is a clinical...  ..., support, and professional customer service Verify patient identity, obtain medical... 
    Operations
    Work at office

    Pinehurst Surgical Clinic PA

    Pinehurst, NC
    1 day ago
  •  ...reviews patient cost estimates for numerous services, including office visits, procedures,...  ...related duties as assigned in support of clinic operations. Preferred Qualifications 2-4 years of experience in healthcare, finance, billing, or patient access roles. High school... 
    Operations
    Work at office

    Pinehurst Surgical Clinic

    Pinehurst, NC
    5 days ago
  •  ...Customer Service Rep The main requirement for Domino's Pizza Customer Service Representative (CSR) Applicants is to have a positive...  ...whenever it is needed. CSRs will also learn basic store operations to include but not limited to making pizzas and product control... 
    Operations
    Shift work

    Domino's Pizza

    West End, NC
    16 hours ago
  •  ...consistent execution of Lowes Foods' Guest Service Standards and Policies....  ...the guest side and bagging side of the register using this positioning as an opportunity...  ...direction. 5. Knowledge of front end operations. 6. Ability to supervise people including... 
    Operations

    Alex Lee, Inc.

    Pinehurst, NC
    1 day ago
  •  ...Environmental Services Director at Ridge Valley Center for Nursing and Rehabilitation Ridge Valley Center for Nursing and Rehabilitation...  ...leadership and oversight for all Environmental Services operations, including Housekeeping, Laundry, and Floor Care. Ensure the facility... 
    Operations
    Work at office
    Local area

    Ridge Valley Center for Nursing and Rehabilitation

    Southern Pines, NC
    21 hours ago
  •  ...communities we serve. Summary As a Roses/Roses Express Customer Service Associate you will be responsible for providing excellent customer...  ...in order to maintain an effective and profitable store operation. Position Requirements Education Prefer completion of high... 
    Operations
    Flexible hours
    Afternoon shift

    Roses Discount Stor

    Aberdeen, NC
    2 days ago
  • Ross Stores, Inc. is seeking a Retail Associate to deliver a positive shopping experience. You will greet customers...  ...transactions, and supporting daily store operations. The position emphasizes friendly, efficient service, adherence to safety rules, and teamwork to meet... 
    Operations
    Shift work

    Ross Stores, Inc.

    Aberdeen, NC
    3 days ago
  •  ...skilled care to patients requiring intermittent professional services. Teach the patient, family, and other members of the health care...  ....Must have basic demonstrated technology skills, including operation of a mobile device.Education and experience, preferredExperience... 
    Operations
    Full time

    IntelyCare

    Pinehurst, NC
    2 days ago
  • $15 per hour

     ...Learn more about Target here. ( ALL ABOUT SERVICE & ENGAGEMENT Advocates of guest...  ...features. Attempt every return and follow register prompts;partnerwith immediate Leaders as...  ...on multiple frequency devices and operate handheld scanners, and other technology... 
    Operations
    Hourly pay
    Work at office
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift
    Day shift

    Target

    Southern Pines, NC
    4 days ago
  • $177.69k

     ...This isn't a traditional sales role; it's a chance to build and operate a hyperlocal magazine in your community, backed by the support...  ...You'll build something of your own: developing your market, your client relationships, and working to grow a recurring revenue stream.... 
    Operations
    Local area
    Work from home
    Home office
    Flexible hours

    The N2 Company

    Pinehurst, NC
    4 days ago
  • $16 - $18 per hour

     ...and delightful customer experience. Registers sales on assigned cash register, provides...  ...fair, friendly, and efficient checkout service. In accordance with state and federal...  ...needs, servicing until satisfied, etc.). Operations Provides customers with courteous,... 
    Operations
    Hourly pay
    Work experience placement
    Seasonal work
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Walgreens

    Carthage, NC
    1 day ago
  •  ...Legacy Veterinary Group is seeking an experienced Client Service Representative to join our compassionate team in Pinehurst. As the first and last impression for clients, you will create a welcoming and organized experience while handling multi-line phones and scheduling... 

    L.K. Jordan & Associates

    Pinehurst, NC
    3 days ago
  •  ...to lead our Healthcare Dining Services team. This leadership role is...  ...for overseeing the daily operations of the healthcare dining department...  ...by collaborating with the Registered Dietitian (RD), nursing staff...  ...planning including responding to client preferences, substitution... 
    Operations
    Local area
    All shifts

    Penick Village

    Southern Pines, NC
    26 days ago
  •  ...time Store Supervisor for our location in Aberdeen, NC. As a Store Manager, you will assist the General Manager in managing the operations and staff on a day to day basis, including the execution of all company policies, procedures, programs and systems. The store supervisor... 
    Operations
    Full time
    Part time
    Local area
    Immediate start

    Taco Bell - Aberdeen

    Aberdeen, NC
    3 days ago
  •  ...effectively managing all of the risks associated with their business objectives...  ...Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging...  ...Act (FDIA) and, for any registered role, the Secure and Fair Enforcement... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Pinehurst, NC
    4 days ago
  •  ...skilled care to patients requiring intermittent professional services. Teach the patient, family, and other members of the health care...  ...Must have basic demonstrated technology skills, including operation of a mobile device. Education and experience, preferred... 
    Operations
    Full time
    Flexible hours

    Enhabit Home Health & Hospice

    Pinehurst, NC
    5 days ago
  • $13 - $17 per hour

     ...is seeking Team Members to assist with daily restaurant operations including customer service, food preparation, and maintaining restaurant...  ...Responsibilities include taking customer orders, operating the register, preparing food items, assembling orders, working the drive... 
    Operations
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    Burger King

    Pinehurst, NC
    5 days ago
  •  ...Country Club, located in Vass, North Carolina, is hiring for Outside Services under Bobby Jones Links. The role involves daily opening/closing procedures, cart staging and maintenance, range operations, and assisting during tournaments. The position requires the ability... 
    Operations

    Bobby Jones Links

    Vass, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Registered Client Services Associate — Finance Operations. Be the first to apply!