Financial Client Services Associate (Registered)
Stifel Financial Corp.
Stifel Financial Corp. in La Crosse, Wisconsin, is seeking a Client Services Associate. The role involves assisting Financial Advisors with client account management, providing customer service support, performing administrative duties, and ensuring compliance with securities regulations. Ideal candidates have a High School Diploma and 2 years of investment industry experience, alongside proficiency in Microsoft Office tools. Stifel offers a comprehensive benefits package in a supportive environment, focusing on health and wellness. #J-18808-Ljbffr Stifel Financial Corp.
- ...StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs,... ...meets success.What You'll Be DoingThe Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance...SuggestedWork at office
- ...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 client accounts and records, performs a wide variety of administrative support duties, including but not limited to,...SuggestedWork at office
- ...in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking... ...0 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and...SuggestedFull timeWork at officeMonday to Friday
- .... seeks energetic individuals for its Accelerator Program as Financial Representative Trainee. The program trains you to sell Individual... ...in about 24 months. You will develop sales, networking, and client service skills, while completing licensing and a structured,...SuggestedTraineeship
- Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering customer service to clients. The role may involve entering trades as directed and coordinating...Suggested
- Associated Bank is seeking an administrative professional to support a Commercial/Private Banking team with loan documentation, deposit activity, and client service. You will coordinate openings, maintenance, and regulatory compliance while partnering with Relationship...
- ...Citizens State BankAre you ready for a fresh start? Whether you're looking to grow your career, explore a new path, or take your customer service skills to the next level, becoming a Teller at Citizens State Bank could be the perfect fit for you! You don't need prior banking...Full timeWork at officeNight shiftDay shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on...Full timeInternshipLocal areaFlexible hours$17 - $29.75 per hour
...Bank has been serving clients and communities since... ...delivering personalized financial advice and solutions.... ...National's products and services to support their... ...equivalent required; associate or bachelor's degree preferred... ...procedures NMLS registered or eligible to register...- ...Viterbo University is seeking a Financial Aid Counselor to join our Financial Aid team . This position plays a key role in supporting... ...: Provides financial aid counseling and front-line customer service to current and prospective students, parents, and staff. Supports...Full timeWork at officeLocal area
$46k
...through the internal application process. Position Title: Financial Aid Counselor Job Category: Academic Staff... ...Qualifications: Bachelor's degree completed Effective customer service and conflict resolution skills Ability to work independently...Work experience placementH1bWork at officeLocal areaVisa sponsorshipWork visaMonday to FridayFlexible hours- ...will collaborate with other Business Banking Officers, analyze client financials, and develop tailored solutions to help businesses grow. The... ...business development, credit analysis, loan structuring, and treasury management services. #J-18808-Ljbffr Citizens State Bank
$46k
...Financial Aid CounselorThe Financial Aid Officer is responsible for:Counseling students and parents regarding financial aid mattersPerforming... ...qualifications:Bachelor's degree completedEffective customer service and conflict resolution skillsAbility to work independently and...Work experience placementWork at officeMonday to Friday- Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire...Work at office
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique... ...a business where you can help your clients achieve their goals through financial planning... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Work at office- Epic is seeking a professional to manage employee compensation and stock programs, based at our Madison, WI campus. This role requires relocation, with assistance provided. You will collaborate with various teams to optimize processes and implement solutions effectively...Relocation package
- ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business... ...History of success in sales, competitive roles, client services, or client-facing roles Excellent time-management skills...Work at officeFlexible hours
- Merchants Bank in La Crescent, MN seeks a Lead Teller/Universal Banker to deliver exceptional customer service, manage Teller staff, and actively promote banking products. The role covers all Teller functions and on-site leadership to maintain high service standards and...Full timeShift work
$24 - $29 per hour
...the documentation, closing, funding, and servicing of commercial loans. This position... ...duties as assigned. Must Haves: Associate's degree in accounting, finance, economics... ...Two (2) years of experience in the financial services industry. Two (2) years of experience...Full timeTemporary workLocal areaMonday to FridayFlexible hours- UW-La Crosse is seeking a Financial Aid Counselor to counsel students and families on financial aid options, review FAFSA applications, and post aid offers. The role requires applying professional judgment to adjust eligibility under special circumstances and engaging with...
- Viterbo University is seeking a Financial Aid Counselor to join our Financial Aid team. This full-time, 12-month, exempt position provides... ...to support student success. The role emphasizes front-line service and accurate processing of awards, with strong analytical and communication...Full time
- University of Wisconsin Colleges seeks a Financial Aid Counselor to support Medicaid? No, to manage financial aid for graduate and undergraduate programs. The role involves counseling students and parents, reviewing FAFSA, posting aid offers, and ensuring confidentiality...
- ...career, our Teller II role could be the perfect fit. Position Summary: The Teller II position is responsible for providing service to bank customers by conducting appropriate transactions and meeting the needs of customers. It'll have the opportunity for hands-on...Full timeTemporary workMonday to Friday
- ...always moving forward. Genuine Customer Service: Has genuine concern about customers, and... ...skills and develop relationships with clients Cognizant of spending time with the right... ...all requirements, or working conditions associated with this job. Although this job description...Work experience placementShift work
- University of Wisconsin-La Crosse invites applications for a Financial Aid Counselor. The role supports graduate, undergraduate, and professional... ...date of Oct 7, 2026. A Bachelor's degree and strong customer service are required; PeopleSoft experience is preferred. #J-18808-...
- Bankers Life seeks Financial Advisors to build a personal client base, present financial solutions and drive action. You’ll access award-winning training, mentorship, and a broad licensing pathway with our support. You’ll own your business, work with established office...Work at officeFlexible hours
- ...credit experience and business development mindset ~ Loyal and hard-working with a team first mentality ~ Ability to expand loans, client relationships and cross sell bank products ~ Familiarity of the sales, commercial loan processing and closing processes ~...Local areaFlexible hours
- ...Advisor I serves as a member ambassador, providing exceptional service and personalized solutions across in-person, phone, and digital... ...policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to...Work at officeNight shift
- ...hiring a full-time Teller at our Onalaska office. You don’t need banking experience; we will train you to provide five-star customer service and accurate cash handling. This role offers a friendly, energetic environment with opportunities to grow your career. Expect early...Full timeWork at officeAfternoon shiftEarly shift
- River Bank in La Crosse, WI is seeking a Teller II to deliver friendly, accurate banking service and assist customers with transactions, account openings, and tailored solutions. The role includes coverage to support Universal Bankers as needed and daily balance of drawers...
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