Client Services Associate - Accounts Setup & Support
Stifel Financial
Stifel Financial Corp. is looking for a Client Services Associate in Rochester, MI. This role involves assisting Financial Advisors with client accounts, providing exceptional administrative support, and ensuring that all client needs are addressed efficiently. Candidates must have at least a High School Diploma, 2 years of related experience, and are required to obtain necessary licenses. Stifel offers a supportive environment and a comprehensive benefits package including health, dental, vision care, and paid time off. #J-18808-Ljbffr
- ...What You’ll Be Doing The Client Services Associate (NR) 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 word processing...AccountsWork at office
$50k - $78k
...learn more, please visit: Summary: We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management teams. This role... ...business processing across insurance and investment accounts by preparing paperwork, tracking requirements, and updating...AccountsWork at officeWork from home2 days per week3 days per week- ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition... ...quality/high touch critical administrative support to Financial Advisors, their... ...Onboards new clients, opens new client accounts and researches client and security information...AccountsWork experience placementWork at office
- ...history and recognition for service and excellence in the... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...touch critical administrative support to Financial Advisors, their... ...clients, opens new client accounts and researches client and security...AccountsWork experience placementWork at office
- United Shore Financial Services LLC in Pontiac, Michigan, is seeking a Building Support Specialist responsible for campus needs, providing elite client service with a strong sense of urgency. This... ...supply levels, corporate event setups, and administrative duties. Qualifications...SuggestedShift work
- ...Stifel is looking for a Client Services Associate in Rochester, Michigan, to assist Financial Advisors with a variety of client and administrative... ...tasks. This role involves opening and maintaining client accounts, providing superb customer service, and performing various...AccountsWork at office
- ...Overview Behind the Title At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction...
$50k - $78k
...A financial services company is seeking a Client Service Associate to support life insurance and wealth management teams. This hybrid role involves assisting agents with new business, ongoing client service, and documentation preparation. Candidates should have strong...- ...seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team.... ...client paperwork accurately, including account applications, transfer forms, and... ...small, collaborative team, we offer a supportive environment where each team member can...AccountsWork at office
- A leading global wealth manager is seeking a Full-Time Client Associate in Troy, MI to maintain client information and assist with account services. Candidates should ideally have 1 year of client service experience within the finance sector, strong interpersonal skills...AccountsFull timeWork at office
$23.51 - $39.18 per hour
...Large Enterprise Service Associate This is a four-day role in the Southfield... ...your success while helping clients pursue their financial goals... ...to provide administrative support to advisors affiliated with... ...advisors and staff on account services, capabilities, and...AccountsWork from homeHome office$50k
...Job Description Job Description Client Services Associate / Office Manager - JPStudinger Wealth... ...client paperwork accurately, including account applications, transfer forms, and... ...oriented attitude and a genuine interest in supporting clients and colleagues • No prior...AccountsWork at office- ...how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve... ...ll feel the encouragement and support on day one. No matter your... ...term relationships with broker accounts in all 50 states Training...AccountsFull timeWork at officeRelocation
- ...Service Advisor Opportunity at Serra Ford Rochester Hills Welcome... ...to our team. We offer our associates a team environment, great benefits... ...and ongoing training with support. Growth opportunities are... ...disability insurance, health savings account 401(k) Professional work...AccountsWork experience placement
$19.38 per hour
...healthcare and/or customer service skills to assist... ...team to transport and setup equipment at the... ...our team needs great support to do great work. Our... ...plans ~ Health Spending Accounts & Flexible Spending Accounts... ...National Peace Corps Association, and the Service Year...AccountsTemporary workWork at officeLocal areaFlexible hoursNight shiftEarly shift- ...for a better life. About Our Support Functions A global... ...What You Will Be Doing General Accounting Proactively manage day‑to‑day... ...Participate in end‑to‑end projects: setup requirements, meet project milestones... ..., Operations/Customer Service related to shared services...AccountsFlexible hours
- ...incentive opportunities. As a Client Relationship Specialist (CRS)... ...your passion for customer service to a role and a firm that... ...required for the role, Schwab will support you to become licensed in the... ...and rules that govern client accounts ~ May be asked to...AccountsLocal area
- ...The Treasury Management Service Specialist II delivers high... ..., and advanced service support for Business Banking and Commercial clients with complex treasury... ...support checking and savings account opening activities,... ...documentation review, and account setup in compliance with KYC/...AccountsFull timeWork experience placementH1bWork at officeRemote workWork from homeFlexible hours
- ...Seeking a highly skilled and experienced Spares and Service Support Specialist to join our team. In this role, you will... ...all levels of plant, engineering, purchasing, and within accounts and establish Client as a sustaining resource for spares and services Requirements...AccountsTemporary workLocal area
$18 per hour
...Call Center Member Service Specialist - Auburn Hills The Call Center Member Service Specialist... ...service through phone-based member support. This role is responsible for addressing... ...transactions to prevent fraud and ensure account safety. Ensure member security by accurately...AccountsPermanent employmentContract workTemporary workWork at officeRemote workWork from homeMonday to FridayFlexible hoursAfternoon shift1 day per week- ...As a Customer Service Representative, you will be responsible for... ...providing exceptional service and support to customers, including:... ...customer interactions and update accounts. proactively generate new... ...different time zones. prepare client quotes, proposals and presentations...Accounts
- ...At Your Service Center Colleague Macy's is more than just a store. We're a story. One... ...personalized shopping experience. You'll support all At Your Service activities,... ...acquiring new customers by opening credit accounts and sharing loyalty benefits Enjoy meeting...AccountsFull timePart timeAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$17 per hour
...The Mortgage Customer Service Representative handles... ...calls related to mortgage accounts, assisting borrowers,... ...Contract to Hire Work Setup: Onsite during Training... .... We help clients activate ideas and solutions... ...Artificial Intelligence (AI) to support parts of our hiring...AccountsContract workTemporary workRemote workWork from homeMonday to FridayShift work- ...As a Remote Customer Support Representative, you will be responsible... ...and update customer accounts. provide quotes and process orders... ...learn full suite of products and services to serve customers... ...different time zones. prepare client quotes, proposals, and presentations...AccountsRemote job
- ...how we treat each other, our clients and our community. Whether it’s providing elite client service or continuously striving to improve... ...ll feel the encouragement and support on day one. No matter your... ...Responsibilities Updating and maintaining accounts Supporting website logins...AccountsFull timeWork at office
$40k
...Position Overview: The Insurance Account Manager is responsible for providing front-line service to existing clients while also contributing to the agency's growth... ...knowledge, building client relationships, and supporting the team through continuous training and...AccountsFor contractorsWork at office- ...Omnichannel Specialist provides "top-notch" service to our Whisker customers, utilizing... ...will communicate with our customers via support platforms such as phone, chat and email.... ...Discount ~401K match ~ Flexible spending accounts ~ Company-paid short-term disability...AccountsTemporary workWork at officeFlexible hoursShift workAfternoon shift
- ...financial institution of choice. We offer a supportive, inclusive, and diverse work environment... ...for providing excellent customer service and we are excited to be adding to our team... ...Answer member questions concerning their accounts and Credit Union services. Promote...AccountsFull timeTemporary workHome officeFlexible hours
- ...with each other and with our clients. By putting people first, working... ...the client's products and services. Having some basic knowledge... ...minimum experience in successful support roles ~ Must be available... ...& Dependent Care Spending Accounts (HSA & DCFSA) ~ Transportation...AccountsTemporary workLocal areaWork from homeWeekend work
$70k - $110k
Szura Insurance Services is looking for an experienced Commercial Lines Account Manager to join our growing team in Rochester,... ...re passionate about insurance, client service, and helping businesses... ...handle claims inquiries when needed Support clients with EPIC software (...AccountsWork from home
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