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, Incorporated

Stifel, Incorporated is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, handle administrative tasks, and deliver excellent client service. You will process orders, gather documents, perform account coding, and provide quotes and information to clients, while ensuring accuracy and compliance in a fast-paced brokerage environment. #J-18808-Ljbffr Stifel, Incorporated

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Registered Client Services Associate - Finance Operations in Brentwood, TN vacancy
  •  ...strives for a culture that puts its clients and associates first: a culture where everyone...  ...What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor...  ...for the branch office. Perform operational or administrative functions for... 
    Operations
    Work at office

    Stifel Bank & Trust

    Brentwood, TN
    3 days ago
  • Registered Client Service Associate (Nashville, TN) Company: Oppenheimer & Co. Inc. Who We Are Oppenheimer...  ...banking (both corporate and public finance), equity & fixed income research,...  ...in sales, marketing and day‑to‑day operations of a growing wealth management practice... 
    Operations
    Full time
    Local area

    Oppenheimer & Co. Inc.

    Nashville, TN
    1 day ago
  • Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors by opening and maintaining client accounts and records, while delivering exemplary client service. The role involves clerical duties, trade entry as directed, and adherence... 
    Suggested

    Stifel Financial Corp.

    Brentwood, TN
    1 day ago
  • A leading investment firm in Nashville seeks a Registered Client Service Associate to support Financial Advisors in operations, marketing, and client services. Candidates should possess 3+ years of experience in a sales assistant role within a corporate setting, be tech... 
    Operations

    Oppenheimer & Co. Inc.

    Nashville, TN
    4 days ago
  •  ...of rich history and recognition for service and excellence in the Financial Services...  ...Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...  ...-person, virtual, phone and mail) Operate standard office equipment and using... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial

    Franklin, TN
    2 days ago
  •  ...Senior Client Service Associate For more than 45 years, Blue Trust advisors have applied biblical...  ...the review and process of various operations and trust accounting functions within...  ...with scriptural references to money and finances, and ability to apply and integrate... 
    Operations
    Work at office

    Blue Trust

    Nashville, TN
    4 days ago
  • $45k - $57.25k

     ...relationships through personalized service, industry expertise, and a steadfast...  ...-oriented and motivated Accounting Associate to join our growing Client Account & Advisory Services (CAAS)...  ...clients to manage day-to-day financial operations, provide insightful reporting, and... 
    Operations
    Temporary work

    ClearPoint CPAs

    Nashville, TN
    3 days ago
  • $50k - $55k

     ...-focused financial advisory firm that provides a range of services to our clients, from investment management, risk mitigation, financial planning...  ..., who would oversee and help train other Client Service Associates, or to follow the track into becoming a Paraplanner and... 
    Work at office

    Caldwell Advisors, LLC

    Brentwood, TN
    2 days ago
  •  ...Senior Registered Client Associate in Wealth and Investment Management Wells Fargo is seeking a Senior Registered Client Associate in...  ...you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Brentwood, TN
    6 hours ago
  • Vanguard Group, a leading investment management company, is seeking a Client Service Excellence Center associate to handle inbound client calls, resolve account-related inquiries, and deliver outstanding service from Tennessee. The role emphasizes empathy, ownership, and... 
    Remote job

    Vanguard Group

    Nashville, TN
    6 hours ago
  • About the job Client Services Associate / TravelAbout Us:We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel providers, we make planning trips... 
    Remote work
    Flexible hours

    HB Travels

    Nashville, TN
    6 hours ago
  • $28 - $32 per hour

     ...Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand...  ...People and relationship-driven Proficiency with Mac Operating System, IOS devices, Microsoft Office and Google Applications... 
    Hourly pay
    Work at office
    Local area

    RH

    Nashville, TN
    4 days ago
  • Wiley Bros. - Aintree Capital, a renowned investment firm in Nashville, is searching for a Client Service Associate. This full-time, entry-level position offers comprehensive training and the potential for growth in the company. Responsibilities include assisting with... 
    Full time
    Work at office

    Wiley Bros. - Aintree Capital

    Nashville, TN
    2 days ago
  •  ...are a long-standing and well-known Nashville-based investment firm, licensed in all 50 states, looking for a responsible Client Service Associate to perform a variety of tasks. This is a full-time entry-level position with benefits and potential for growth within the... 
    Full time
    Work at office
    Flexible hours

    Wiley Bros. - Aintree Capital

    Nashville, TN
    2 days ago
  • $70.5k - $81.5k

    Vanguard is seeking a Client Service Excellence Center associate to handle inbound calls, assist clients with their account-related needs, and deliver exceptional service. Must hold FINRA Series 7 and 63 licenses and be available for fully remote work within Tennessee.... 
    Remote job

    Vanguard

    Nashville, TN
    6 hours ago
  •  ...Brothers Harriman (BBH) is seeking a Private Client Assistant to join our Capital Partners...  ...-related tasks to ensure smooth office operations. You will assist with client...  ...mitigate risk and maintain high client service standards. #J-18808-Ljbffr Brown Brothers... 
    Operations
    Work at office

    Brown Brothers Harriman

    Nashville, TN
    6 hours ago
  • A travel services organization is seeking a detail-oriented Client Services Associate to enhance clients' booking experiences. You will assist clients with travel needs, manage inquiries, and ensure seamless booking processes. The ideal candidate has strong communication... 
    Remote job
    Flexible hours

    HB Travels

    Nashville, TN
    4 days ago
  •  ...work. Job Overview As an At Your Service Center Colleague, you are at the heart of...  ...functions, including handheld equipment, cash register and ability to process register...  ...customer find the perfect gift, streamlining operations in one of our distribution centers,... 
    Operations
    Full time
    Part time
    Seasonal work
    All shifts
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Macy's

    Franklin, TN
    26 days ago
  • A customer-focused financial advisory firm in Brentwood seeks a Client Services Associate. This role involves building client relationships, assisting financial advisors with account management, and maintaining compliance in a supportive environment. The candidate should... 
    Work at office

    Caldwell Advisors, LLC

    Brentwood, TN
    2 days ago
  • Stifel Financial invites applications for a Client Services Associate (Registered) in Brentwood, TN. The role supports Financial Advisors by opening and maintaining client accounts, handling correspondence, and coordinating required documents. The position involves clerical... 

    Stifel Financial

    Brentwood, TN
    2 days ago
  •  ...Group Ltd in Nashville provides business management services to music and entertainment clients. The Assistant Account Manager supports the Account Manager...  ...client communications, financial tracking, and operational workflows with discretion. The role combines client support... 

    Level Group LTD

    Nashville, TN
    1 day ago
  • $60k - $70k

     ...Job Description Job Description The Wealth Management Group Client Services Associate Who We Are The Wealth Management Group is a service-oriented financial consulting firm providing an array of services ranging from investments to insurance and retirement... 
    Full time
    Work at office

    The Wealth Management Group

    Franklin, TN
    29 days ago
  • $15 per hour

    We are seeking motivated associates to support retirement plan...  ...you have a background in finance or retirement services and enjoy delivering exceptional...  ...basic inquiries Resolve client issues, concerns, and...  ...understanding of company operations and client needs Participate... 
    Operations
    Full time
    Work at office
    Remote work
    Shift work
    Night shift

    Five Star Solutions

    Nashville, TN
    6 hours ago
  • $14 - $18 per hour

     ...Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position... 
    Operations
    Hourly pay
    Full time

    Tractor Supply

    Brentwood, TN
    3 days ago
  • $15 - $23 per hour

     ...Petco Cashiers and Customer Service Associates are responsible for providing a friendly and helpful shopping experience while supporting daily store operations. Employees operate the register, handle cash and card transactions, assist customers with finding pet food and... 
    Operations
    Hourly pay
    Full time

    Petco

    Brentwood, TN
    3 days ago
  • $17 - $29.75 per hour

     ...Bank has been serving clients and communities since...  ...National’s products and services to support their...  ...team collaboration. Operational Excellence & Risk Awareness...  ...equivalent required; associate or bachelor’s degree...  ...procedures NMLS registered or eligible to register... 
    Operations

    Old National Bank

    Brentwood, TN
    2 days ago
  • $28k - $42k

    EO, Client Operations Representative### EO, Client Operations RepresentativeApply: Medco Services - Remote CST: Full time: Posted Yesterday: R2634# **About the Job** **Welcome...  ...additional benefits offered to full-time associates are:* Comprehensive health and wellness benefits... 
    Operations
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    Shift work

    Ovation

    Brentwood, TN
    6 hours ago
  • $18 - $20 per hour

     ...Overstaff Financial Services Representative World Finance, a five-time winner of the Top Workplaces USA award and Newsweek's America's Greatest Workplaces...  ...assists Branch Managers in maintaining smooth operations, delivering exceptional customer service, and ensuring... 
    Operations
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours
    Weekend work
    Afternoon shift

    World Acceptance Corporation

    Nashville, TN
    4 days ago
  • Ovation Healthcare is seeking a Client Operations Representative to manage day-to-day client workflows, aging accounts, and communications across...  ...HIPAA-compliant handling of data while supporting the client service delivery model. Responsibilities include auditing accounts,... 
    Operations
    Remote job

    Ovation

    Brentwood, TN
    6 hours ago
  •  ...branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead management and...  ...across product, support, operations or other departments within PNC...  ...Insurance Act (FDIA) and, for any registered role, the Secure and Fair... 
    Operations
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    P N C Bank NA

    Nashville, TN
    23 hours 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!