Registered Client Services Associate - Admin & Trade Support
Stifel Financial Corp.
Stifel Financial Corp. in Fort Worth, Texas, is seeking a Client Services Associate (Registered) to assist Financial Advisors in managing client accounts. The role involves administrative support tasks and ensuring excellent customer service. Applicants must demonstrate a strong understanding of investment brokerage, possess a High School Diploma, and have at least 2 years of experience in the investment industry. A Series 7 and 63 or 66 license is required. #J-18808-Ljbffr Stifel Financial Corp.
- 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...Suggested
- ...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
- ...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
- ...- Friday. Responsible for the general servicing and support of the Financial Advisors. This includes... ...providing a consistent and effective level of client servicing when the Financial Advisor is... ...research and completing client trades and transactions. Receive and place...SuggestedWork at officeMonday to Friday
$60k - $90k
...message the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX... ...high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in...SuggestedFull time- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
$45k - $50k
...pediatric therapy , nursing, and school-based services. We seamlessly integrate into children... ...where they are by providing the support and resources necessary to decrease... ...for a critical thinker and proactive Client Service Associate in our Fort Worth, TX office that shares...Full timeWork at office- Rogers Wealth Group is seeking an energetic Administrative Associate (On-Site) to support daily office operations and client service functions. The role emphasizes professional client interaction, accurate data entry, and solid organizational skills in a fast-paced environment...
- ...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
- ...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
- ...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
$60k
Third Bridge, a global research firm, is looking for a Client Services Associate to engage industry experts and deliver critical insights to clients. This fast-paced role offers the opportunity for quick learning and involvement in multiple projects. You'll be responsible...$77k - $102k
Third Bridge, a leading global research firm, is hiring a Client Services Associate in Fort Worth, Texas. This role is designed for ambitious individuals ready to accelerate their career in a fast-paced environment. You'll engage directly with industry experts to deliver...- ...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
$18 - $25 per hour
...Institute For Rehabilitation Argyle, TX Patient Service Specialist (PSS) Part Time Hours: Monday-Thursday... ...working with Center manager to minimize cancellations and support Treatment adherence. Registers patient information, ensuring all forms are complete...Hourly payTemporary workPart timeWork at officeFlexible hours- ...Growth and delivering for our clients, teammates, communities and... ...developing exceptional talent, supporting our teammates' physical,... ...responsible for providing quality service and efficient operations... ...generation, opening new accounts, trade processing, payment...Shift workDay shift
$25.84 - $34.46 per hour
...alternative application process. Field Services Specialist Full Time... ...’s representative at our client’s office(s). A member of our... ...are responsible for day‑to‑day support for our client, while also participating... .... Criteria for Success Associates Degree in Information...Hourly payDaily paidFull timeWork at office$15 per hour
...destination for our professional clients (PRO customer) in the hard... ...reports to the PRO Services Manager and supports the execution of Floor and... ...School diploma or equivalent. Associate Degree or higher is a plus.... ...dominant language in the Store trade-area is a plus....Hourly payFor contractorsLocal areaMonday to Friday- ...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 other...Contract workWork at office
$10 - $11 per hour
...create loyal, lifelong fans and exercise practitioners. Our Service Associate reports directly to the Operations Manager and is responsible... ...assistance, and ensure every individual feels valued and supported in their fitness journey. While these responsibilities encompass...Hourly payDaily paidFull timePart timeFlexible hoursWeekend workAfternoon shift- ...Client Service Specialist Job Category: Operations Full-Time On-site Fort Worth, TX 76116, USA Description Equify Financial... ..., or account-level risk to the Director of Collections with supporting context. Coordinate with Regional Sales Managers to keep...Full timeWork at office
- THE TEAM The mission of the Service Department is to deliver highly efficient and elevated Service Counter experiences... ...for delivering highly elevated service to support loyal, enduring relationships with the client. As a Service Advisor, you will deliver Everyday Luxury...
- Ymcafw in Fort Worth, Texas, is seeking a YMCA Member Service Representative to provide exceptional customer service and support to members and prospective members. Responsibilities include greeting members, assisting with inquiries, and managing membership applications...
- ...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service... ..., rotates stock, builds products, and displays products and support materials using power equipment (e.g., lifts, order pickers) per...Seasonal workLocal areaWeekend work
- ...Impact at Lowe’s As a Lowe’s Merchandising Services Associate, you are a key connection point between... ...Merchandising Services Team. How We Support You Whether you need a part‑time... ...with a 10% Associate Discount. Learn new trade skills with our Track to the Trades program...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory... ...on people. It's why we commit to supporting our people not just in their professional... ...is attached to your application. By registering, you are only activating an account and...Flexible hours- ...About the Role 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... ...incoming clients, visitors and business associates in a helpful, professional and...Work experience placementWork at office
- ...ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Fort Worth, Texas to deliver exceptional client service and operational support to Financial Advisors. Your role will involve onboarding clients, coordinating communications, and facilitating impactful...
- ...Registered Nurse Spine 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...Full timeDay shift
- ...print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to...Hourly payFull timeWork at office
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