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Client Service Associate

Stifel Financial Corp.
Canfield, OH
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DescriptionSummaryThe Client Service Associate supports the Financial ...
Details
Summary
About the job:
Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions.Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing...
Location:
Canfield, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Cincinnati, OH
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DescriptionSummaryUnder immediate supervision, Client Services Associate, ...
Details
Summary
About the job:
Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).Essential Duties & Responsibilities*Perform clerical functions related to opening...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Canfield, OH
Actions
Apply
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78764066 271610255 Description Summary The Client Services Associate, ...
Details
Summary
About the job:
Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical functions related to opening...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

Stifel Financial Corp.
Cincinnati, OH
Actions
Apply
Save to My Profile
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DescriptionSummaryThe Client Service Associate supports the Financial ...
Details
Summary
About the job:
Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions.Essential Duties & ResponsibilitiesSupport the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Cincinnati, OH
Actions
Apply
Save to My Profile
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Report this job
78854394 271610304 Description Summary Under immediate supervision, Client ...
Details
Summary
About the job:
Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

Stifel Financial Corp.
Cincinnati, OH
Actions
Apply
Save to My Profile
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78854393 271610295 Description Summary The Client Service Associate supports ...
Details
Summary
About the job:
the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation,...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

Stifel Financial Corp.
Canfield, OH
Actions
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78764067 271610290 Description Summary The Client Service Associate supports ...
Details
Summary
About the job:
the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation,...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

FI B&F Sr. Associate

Stifel Financial Corp.
Cleveland, OH
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78182705 269792139 Description The Fixed Income B&F Senior Associate will ...
Details
Summary
About the job:
require a clear understanding of the department functions and procedures. They will communicate with personnel to initiate instructions submitted by bank clients. They will also provide analytical and sales support for interest rate derivatives. ESSENTIAL DUTIES AND RESPONSIBILITIES Provide analytical and sales support for interest rate derivative, including preparing client presentations, custom modeling and pricing include swaptions, caps, collars floors, embedded optionality, and percent or LIBOR. Lead loan...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
5
Graphic Literacy
4
Workplace Documents
5
apply
Detailed Job Information

Client Service Associate - Registered

Stifel Financial Corp.
Miamisburg, OH
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78598583 271183868 Description Summary Under immediate supervision, Client ...
Details
Summary
About the job:
Services Associate, Registered, 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, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Essential Duties & Responsibilities *Perform clerical...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Client Service Associate

Stifel Financial Corp.
Miamisburg, OH
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
78598584 271183882 Description Summary The Client Service Associate supports ...
Details
Summary
About the job:
the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Support the daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation,...
Location:
Job Type:
Occupation:
Career Level / Education:
Salary:
Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
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