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
- ...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...OperationsWork at office
- 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...OperationsFull timeLocal area
- 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
- 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
- ...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...SuggestedWork experience placementWork at office
- ...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...OperationsWork at office
$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...OperationsTemporary work$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- ...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 contractWork experience placementWork at officeImmediate start
- 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
- 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 workFlexible hours
$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 payWork at officeLocal area- 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 timeWork at office
- ...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 timeWork at officeFlexible hours
$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- ...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...OperationsWork at office
- 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 jobFlexible hours
- ...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,...OperationsFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
- 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
- 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...
- ...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...
$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 timeWork at office$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...OperationsFull timeWork at officeRemote workShift workNight shift$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...OperationsHourly payFull time$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...OperationsHourly payFull time$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$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...OperationsHourly payFull timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hoursShift work$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...OperationsHourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift- 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,...OperationsRemote job
- ...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...OperationsFull timeTemporary workPart timeWork experience placementWork at office
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