Brokerage Client Services & Accounts Specialist
Stifel Financial
Stifel is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts and records, handling administrative tasks, and providing responsive service. Under supervision, you will interact with clients to gather documents, coordinate with advisors, process requests, and ensure compliance and accuracy of trade-related records. This role requires strong Office skills, attention to detail, and effective communication to deliver quality service in a busy #J-18808-Ljbffr Stifel Financial
$60k - $70k
...Job Title: Inside Sales Representative / Account Coordinator Pay: $60,000.00 - $70,000.00 per year (Starting base range) Company... ...Stainless Steel, Nickel Alloy, and Aluminum tubular products. Servicing critical industries, including Aerospace, Defense, Energy, and...SuggestedFull timeContract workWork at officeImmediate start$40k - $60k
...or an alternative application process. Account Representative Full Time Sales Dover Branch... ...Sell material handling solutions and services to both prospective and existing customers... ...maintain relationships with corporate clients and decision-makers Strong organizational...SuggestedFull timeTemporary workWork at officeMonday to Friday$40k - $80k
...between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you...Suggested$40k - $80k
...between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to...SuggestedFor contractors- Gavin Duffy - State Farm Agent in Roxbury Township, NJ seeks an Account Representative to grow the agency through customer relations... ...between customers and agency departments, delivering friendly service and ensuring customer success. The role emphasizes lead development...Suggested
- ...career for you! State Farm agents are independent contractors that market State Farm Insurance and financial services products. ROLE DESCRIPTION: As Account Representative for Gavin Duffy - State Farm Agent, you are vital to our daily business operations and customers...For contractors
- Under immediate supervision, Client Services Associate (NR) assists one... ...and maintenance of client accounts and records, performs a wide... ...of the investment brokerage industry and securities regulations... ...project managers, marketing specialists, developers, bankers,...Work at officeImmediate start
$70k - $90k
...Account Manager for Erin Misurelli - State Farm Agent As an Account Manager for Erin Misurelli - State Farm Agent, you are vital to... ...lives of customers by proactively marketing relevant products and services. Responsibilities: Develop and maintain customer...For contractorsWork at office$70k - $90k
...Account Manager for Erin Misurelli - State Farm AgentAs an Account Manager for Erin Misurelli - State Farm Agent, you are vital to our... ...lives of customers by proactively marketing relevant products and services.Responsibilities:Develop and maintain customer relationships to...For contractorsWork at office$70k - $90k
...team, we'd love to meet you. ROLE DESCRIPTION: As an Account Manager for Erin Misurelli - State Farm Agent, you are vital to... ...lives of customers by proactively marketing relevant products and services. RESPONSIBILITIES: Develop and maintain customer...For contractorsWork at officeFlexible hours- ...retirement program and passive monthly income ~ Health insurance reimbursement program Your responsibilities: Meet with clients over Zoom or by phone Present benefit and protection options Help secure families' financial futures Close sales and earn...Remote work
- ...The Account Coordinator is responsible for assisting the sales team by providing the highest quality of service and support to our clients.Responsibilities include preparation of quotes and proposals, creation of pricing documents and processing orders. Duties and...Full time
- Kforce Inc. is seeking an Accounting Associate in New Jersey to support the Controller and Senior Accountant with a broad... ..., and financial reporting support for family office clients. You will manage bank and brokerage reconciliations, assist with 1099 reporting, rent and...Work at office
- Responsibilities Accounting Associate will work closely with Controller and Senior Accountant... ...accounting for family members Bank/brokerage account reconciliations Journal entry postings... ...required by law. Hourly employees on a Service Contract Act project are eligible for...Hourly payContract workWork at office
- ...Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Clinical Service Specialist Out of the Box Physical Therapy | Cedar Knolls, NJ Are you the type of person who can strike up a conversation with anyone?...Full timePart timeWork at officeFlexible hours
- ...because of this we take great pride in our relationship with our clients. Strong interpersonal skills are a must as well as contributing... ...of phone calls Provide information about our products and services Checking in/out clients Document and update patient records...Weekend workAfternoon shift
- Morgan Stanley in Morristown, NJ seeks a Registered Client Service Associate to provide exceptional service and support Financial Advisors... ...money movements, and maintain accurate profile data across accounts. The role requires strong interpersonal and written communication...
- Bank of America in the United States is seeking a Client Service Specialist to educate clients and assist with transactions using self-service channels and tellers. You will conduct cash transactions accurately, engage in meaningful conversations to understand financial...Flexible hours
$60k - $85k
...as central point of contact for ingesting client requests Coordinate between client,... ...reports Complete required paperwork Open accounts for existing clients This position description... ...competency or ability to learn quickly) Customer service background preferred Excellent verbal,...Permanent employmentTemporary workWork at officeFlexible hours$17 - $27.83 per hour
...public charity. Prime Healthcare is actively seeking new members to join our corporate team! #LI-BM2 Responsibilities The Specialist, Account Resolution is the lead responsible for the timely follow-up of Managed Care/Commercial accounts. Communicates clearly and...Hourly payFull timeContract workWork experience placementLocal areaShift work$17 - $27.83 per hour
...public charity. Prime Healthcare is actively seeking new members to join our corporate team! #LI-BM2 Responsibilities The Specialist, Account Resolution is the lead responsible for the timely follow-up of Managed Care/Commercial accounts. Communicates clearly and...Hourly payFull timeContract workWork experience placementLocal areaShift work- ...achieve results, please consider joining our team. About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters...For contractorsWork at office
- ...lasting customer relationships. As our Insurance Account Position - State Farm Agent Team Member, your knowledge... ...trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in...Hourly payFor contractorsRelocation packageFlexible hours
$15.92 per hour
...Day) Job Description Description Weichert Insurance Agency is hiring an Account Associate. This is a Remote position. The Account Associate is responsible for providing routine service, customer support, and administrative support to a team of Account Executives...Hourly payFull timeWork experience placementWork at officeLocal areaRemote workRelocationFlexible hoursShift workDay shift- Teridigrande in Morris Plains, New Jersey, is seeking an Account Representative - State Farm Agent Team Member. You'll play a crucial role in daily operations by fostering relationships with customers and connecting their needs with relevant products. Ideal candidates are...
- ...achieve results, please consider joining our team. About Our Agency We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, and Renters...For contractorsWork at office
$60k - $80k
...Account Associate - State Farm Agent Team Member for Teri Digrande - State Farm AgentAs Account Associate - State Farm Agent Team Member... ...our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive...Full timePart timeFor contractorsWork at officeLocal area$60k - $80k
...Our AgencyWe help customers with their insurance and financial services needs, including auto insurance, home insurance, life insurance... ...Plains, NJ. Additional languages spoken: Spanish.Role DescriptionAs Account Manager - State Farm Agent Team Member for Teri Digrande -...Work at office$58.98k - $101.1k
...'s lives. Transform the everyday with us! Our Service Specialists perform assigned tasks on building automation systems. Tasks... ...internal service team members including Service Sales, Client Service Managers, Service Coordinators, and RAM Digital Service...Permanent employmentFor contractorsWork at officeLocal areaImmediate startNight shift$42k - $60k
...wants to build a long-term career in insurance and financial services. This is a sales and business-development position . Success... ...taking initiative, working independently, and being accountable for measurable results. You should be someone who does not wait...For contractorsWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Brokerage Client Services & Accounts Specialist. Be the first to apply!
- customer service administrator Succasunna, NJ
- logistics customer service representative Succasunna, NJ
- client service officer Succasunna, NJ
- customer service officer Succasunna, NJ
- customer service expert Succasunna, NJ
- customer support agent Succasunna, NJ
- airline customer service agent Succasunna, NJ
- customer service specialist Succasunna, NJ
- airport customer service agent Succasunna, NJ
- customer relations specialist Succasunna, NJ



