Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Brokerage Client Services Associate Accounts & Admin

Stifel

Stifel in Medford, Oregon, is looking for a Client Services Associate to assist Financial Advisors with client account management and provide excellent customer service. The role involves opening client accounts, maintaining records, and handling various administrative tasks. Applicants should possess strong organizational and communication skills, have a high school diploma or equivalent, and ideally have two years in a clerical role. Proficiency in Microsoft Office applications is required. Join Stifel's entrepreneurial environment and enjoy a comprehensive benefits package. #J-18808-Ljbffr

Vacancy posted 20 hours ago
Similar jobs that could be interesting for youBased on the Brokerage Client Services Associate Accounts & Admin in Medford, OR vacancy
  •  ...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth...  ...general non-investment related questions concerning client accounts, including relaying stock positions and providing account... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Medford, OR
    5 days ago
  •  ...and team members alike feel right at home on Oregon's beautiful southern coast and beyond. Why this job matters The Player Services Associate is often the very first and very last impression a guest has of Bear Creek Golf Course. This role is about more than checking... 
    Suggested
    Shift work
    Afternoon shift
    Early shift

    Ko-Kwel Casino Resort Medford

    Medford, OR
    13 days ago
  •  ...Life/Health/Medicare Customer Service Representative At Insurance Lounge, our mission is simple: make insurance easier to purchase...  ...fastest-growing insurance agencies Your Role: Respond to client requests online and by phone professionally and promptly... 
    Suggested
    Flexible hours

    Insurance Lounge

    Medford, OR
    21 hours ago
  • $55k

     ...Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with...  ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment... 
    Suggested
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Medford, OR
    3 days ago
  • $55k

     ...Private Client Advisor Location: 1217 Crater Lake Avenue, Medford Oregon Job Summary The Private Client Advisor's focus will...  ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment... 
    Suggested
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Medford, OR
    2 days ago
  • $48k - $70k

     ...Account Associate - State Farm Agent Team Member As Account Associate - State Farm Agent Team Member for Russell Brown - State Farm Agent...  ...customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive... 
    For contractors

    Russell Brown

    Medford, OR
    2 days ago
  •  ...limited to the following: Post receipt of material into accounting system. Record consumption of material used at various...  ...Employee Assistance Program ~ Safety Incentives ~ Years of Service Recognition Veterans: Put Your Skills to Work with Us... 
    Full time
    Work at office
    Local area
    Flexible hours

    Knife River

    Central Point, OR
    1 day ago
  • $22 - $26 per hour

     ...join our team as a Personal Lines Account Manager in Medford-Grant Pass, OR...  ...serve as a key point of contact for clients, providing exceptional service while managing and growing personal...  ...privately-held insurance agency brokerage in the nation, with over 275 locations... 
    Full time
    Work at office

    Leavitt Group

    Medford, OR
    5 days ago
  • $25.56 - $34.18 per hour

     ...Department: Health and Human Services Division: Developmental...  ...Management through a CDDP or Brokerage is preferred. Bilingual...  ...needs assessment tool to assess client functional needs and...  ...programs, as well as the Individual Account Program (IAP). Tier One covers... 
    Hourly pay
    Full time
    Part time
    For subcontractor
    Work at office
    Flexible hours
    Shift work

    Jackson County, OR

    Medford, OR
    4 days ago
  •  ...Opportunity Jackson County Health & Human Services is committed to providing exceptional...  ...DD Case Management through a CDDP or Brokerage is preferred. Bilingual Spanish-speaking...  ...needs assessment tool to assess client functional needs and determine level of... 
    For subcontractor
    Work at office
    Shift work

    Jackson County Oregon

    Medford, OR
    2 days ago
  • $16 per hour

     ...Job Description Job Description Salary: $16.00 + DOE Client Services Representative Southern Oregon Veterinary Specialty Center (SOVSC), located in Central Point, Oregon, is the premier 24/7 Specialty + Emergency veterinary hospital serving a 250-mile radius... 
    Part time
    Work at office
    Local area
    Shift work
    Night shift
    Weekend work

    Southern Oregon Veterinary Specialty Center

    Central Point, OR
    a month ago
  • $69k

     ...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals...  ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    White City, OR
    more than 2 months ago
  •  ...Customer Service Representative You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and...  ...crossover of duties among Warehouse Associate, Customer Service, and/or Showroom... 
    For contractors
    Flexible hours

    Bedrosians

    Medford, OR
    4 days ago
  • $25 - $45 per hour

     ...Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market. Main Duties: Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily... 
    Hourly pay
    Weekly pay
    Extra income
    Temporary work
    Part time
    For contractors
    Seasonal work
    Remote work
    Work from home
    Flexible hours

    GLOCPA

    Medford, OR
    5 days ago
  •  ...will provide expertise and guidance to our ACA ComplianceAlpha clients, ensuring the highest level of satisfaction. Our clients include...  .... Convey client requirements to ACA's Professional Services, Product Management, and Development teams. Provide (SME type... 
    Summer work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    ACA Group

    Medford, OR
    3 days ago
  • $23 per hour

     ...Job Description Are you looking for a hands-on, independent role with opportunity for career growth? Join Auto-Chlor System as a Service and Sales Representative, and be a part of a team who has been a leader in the hospitality industry for over 85 years! Why You'll... 
    Traineeship
    Monday to Friday

    Auto-Chlor System of Oregon, Inc.

    Medford, OR
    more than 2 months ago
  •  ...Rogue Credit Union is looking for an MSC Service Representative in Medford, OR to deliver exceptional member experiences by addressing unique financial needs. You will assist members with account operations, educational financial solutions, and ensure member satisfaction... 

    Rogue Credit Union

    Medford, OR
    22 hours ago
  •  ...Allegiant Air Agent This position is responsible for providing customer service to all customers, including scheduled or charter services. Responsibilities will also include ground operations, aircraft cleaning, security, operations and commissary duties as required... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Night shift

    Allegiant Travel

    Medford, OR
    2 days ago
  •  ...About the job About The Role Rudyb Travel is seeking a Travel Customer Service Representative (Remote) to support clients throughout every stage of their travel journey. In this client‑facing role, you will serve as a trusted point of contact—from initial booking... 
    Remote work
    Flexible hours

    Rudybtravel

    Medford, OR
    5 days ago
  •  ...programs- visit or for more information. Overview The Clinical Supervisor assists with the oversight of clinical services for clients with mental health disorders and co-occurring disorders, helping to ensure the smooth running of the unit and a high level... 
    Internship
    Local area
    Relocation

    Options for Southern Oregon

    Medford, OR
    2 days ago
  •  ...Fuel Attendant & Customer Service Representative The Fuel Attendant & Customer Service Representative supports the day-to-day operations of the store and fueling station. This position ensures the safe and efficient operation of fuel dispensing, assists customers both... 
    Part time
    Work experience placement
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Hassan & Sons, Inc.

    Central Point, OR
    4 hours ago
  • $17 per hour

     ...consumers. Our Appointment Setters play a critical role in connecting clients with the right coverage turning conversations into appointments...  ...data in our CRM system Collaborate with licensed agents and service staff to ensure smooth client handoffs Support outreach... 
    Hourly pay
    Full time
    Flexible hours
    Weekend work

    Insurance Lounge, LLC

    Medford, OR
    28 days ago
  •  ...seeking a Full-Time AR/Medical Billing Specialist I. The ideal candidate should have critical thinking abilities and excellent customer service skills to thrive in a supportive, team-oriented billing office. Responsibilities include contacting insurance companies, submitting... 
    Full time
    Work at office
    Local area

    MERCY FLIGHTS GROUND & AIR

    Medford, OR
    20 hours ago
  •  ...We are seeking friendly, dependable, and service-oriented individuals to join our team as a Remote Customer Service - TRAVEL ADVISOR. In this role, you will assist clients with vacation planning, help coordinate travel arrangements, and provide support throughout the... 
    Remote work
    Flexible hours

    Hallford Travels

    Medford, OR
    3 days ago
  •  ...Patient Service Representative Full Time | Hourly Build your career at La Clinica, where our inclusive culture and encouraging...  ...Organization-paid standard life insurance ~ Flexible Spending Accounts (FSA) and Health Savings Account (HSA) ~ Wellness programs such... 
    Hourly pay
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Flexible hours

    La Clinica

    Medford, OR
    2 days ago
  •  ...LJ Horizons is looking for a remote Customer Support Specialist to enhance client support and communication. You'll be responsible for addressing client inquiries, organizing information, and ensuring a positive experience. The ideal candidate has strong communication... 
    Remote work

    Ljhorizons

    Medford, OR
    2 days ago
  •  ...Responsibilities include supporting pharmacists with prescription processing, ordering, and stocking drugs and over-the-counter merchandise, ensuring high-quality member service. The position offers comprehensive health benefits, paid time off, and a 401(k) plan. #J-18808-Ljbffr... 

    Elijahhouseliving

    Central Point, OR
    4 days ago
  • $19.25 per hour

     ...Patient Services Representative Wage starts at $19.25/hour At Rogue Community Health, our Patient Services Representatives are more than a front desk presence, they are the welcoming heart of our clinics. As the very first point of connection, PSRs create meaningful... 
    Temporary work

    Rogue Community Health

    Medford, OR
    5 hours ago
  •  ...a driven, organized, and compassionate Service Coordinator to lead the charge in scheduling...  ..., supporting field staff, handling client updates, and stepping in to keep care plans...  ...and conduct by holding employees accountable to the company’s policies and guidelines... 
    Daily paid
    Full time
    Local area
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Addus Homecare

    Medford, OR
    4 hours ago
  • $21 - $25 per hour

    Broughton Group, based in Central Point, Oregon, is looking for a Full Charge Bookkeeper at a growing CPA firm. Candidates should have at least 3 years of bookkeeping experience and strong proficiency in QuickBooks Online. This position promises a stable and supportive...
    Hourly pay

    Broughton Group

    Central Point, OR
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Brokerage Client Services Associate Accounts & Admin. Be the first to apply!