- Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
- Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
- Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
- Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
- Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
- Provide reports and other information to FA(s), as requested.
- Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
- Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
- Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
- General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
- Minimum Required: High School Diploma or equivalent.
- 2+ years clerical/related industry experience.
- Series 7 and 66 preferred.
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Guest Services Associate
1 week ago
Away From Home Travels 2 Reno, United StatesAre you a motivated and detail-oriented individual seeking a rewarding career in the hospitality industry? We're currently seeking a Remote Guest Services Associate to join our team. If you're passionate about delivering exceptional guest experiences and enjoy working remotely, t ...
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Client Service Associate
1 week ago
THE APPLIED COMPANIES Reno, United StatesThe Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while ad ...
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Customer Service Associate
1 week ago
Savers | Value Village Reno, United StatesSavers Value Village - JobID: [Retail Associate / Team Member] As a Customer Service Associate at Savers Value Village, you'll: Assist customers in finding and selecting merchandise; Provide exceptional customer service by addressing inquiries and resolving complaints; Maintain a ...
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Customer Service Associate
3 days ago
Hertz Reno, United States Full timeWage: $15.25/hr + $3,500 Hiring Bonus · The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world ...
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Servicing Operations Associate, Fulfillment
1 week ago
Figure Reno, United StatesAbout the Role · We are looking for driven, customer service-oriented teammates, curious about innovative blockchain technology and financial services. In the SOA role in the Servicing department, you will learn all things Figure by sitting in the heart of the action: providing p ...
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Associate Customer Service Coordinator
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The Pasha Group Reno, United States· Position at The Pasha Group · Information for California residents about our collection and use of job applicant personal information can be found here: Privacy Practices · Job Summary · The Associate Customer Service Coordinator receives booking requests and initiates the ...
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Servicing Operations Associate, Fulfillment
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Figure Reno, United StatesJob Description · Job DescriptionAbout the Role · We are looking for driven, customer service-oriented teammates, curious about innovative blockchain technology and financial services. In the SOA role in the Servicing department, you will learn all things Figure by sitting in the ...
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Servicing Operations Associate, Fulfillment
1 week ago
Figure Reno, United StatesJob Description · Job DescriptionAbout Figure · Figure is revolutionizing financial services with its disruptive, scaled, and rapidly expanding technology platform. By capitalizing on the loan origination activities on its platform and extensive network of partners, Figure is poi ...
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Retail LP Customer Service Associate
1 week ago
Marshalls Reno, United StatesMarshalls - 567 S Meadows Pkwy South Meadows Promenade 89521 [Retail Associate / Team Member] As a Customer Service Associate at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store cultu ...
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Branch Member Service and Sales Associate
6 days ago
American Automobile Association Reno, United States**Branch Member Service and Sales Associate** · Location Reno, NV Category Customer Service Job Id J122421 **Posted Date** 02/18/2022 JOB DESCRIPTION We call our club's vision, mission, values, and supporting pillars "Our House" because they are the foundation for all that we do ...
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Associate - DC Hands & Feet Services
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Danta Technologies Reno, United StatesTitle : DC Hands & Feet Services · Location - Reno, Nevada - Onsite · Roles and Responsibilities · Update DC Sheet/Inventory · Update DC Portal · Server OS installation. · Server Configuration · Update Firmware, BIOS and drivers etc. · Vendor co-ordination for hardware issue · Sh ...
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University of Nevada, Reno Reno, United States Full timeJob Description · The University of Nevada, Reno seeks strategic, collaborative candidates for the Associate Vice President, Facilities Services. · Reporting to the Vice President for Administration and Finance, this position oversees and provides leadership to 250 personnel in ...
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Relationship Mgr I
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PNC Financial Services Group Mountain Lakes, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
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University of Nevada, Reno Reno, United States Full time· Associate Vice President, Facilities Services · R0139619 · University of Nevada, Reno - Main Campus · The University of Nevada, Reno (UNR) appreciates your interest in employment at our growing institution. We want your application process to go smoothly and quickly. Final app ...
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Database Software Developer
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Omega Dynamics Lino Lakes, United StatesAbout the Company · Since 1994, we have been providing billing solutions for energy, water, and heat suppliers, contracting companies, and housing associations. We have deep roots in the industry - our client base includes well-known companies such as Deutsche Bahn, Envia M, and ...
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Yes& Companies LLC Reno, United StatesCompany Culture & Core Values:Terra West Management Services' primary goal is to provide excellent service to both internal and external clients by living through our Core Values. Our culture and business thrives when each team member works positively, cooperatively and respectfu ...
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Yes& Companies LLC Reno, United StatesCompany Culture & Core Values: · Terra West Management Services' primary goal is to provide excellent service to both internal and external clients by living through our Core Values. Our culture and business thrives when each team member works positively, cooperatively and respe ...
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Diesel Technician/Mechanic II
5 hours ago
Penske Truck Leasing Sparks, United States Full time1405 Glendale Ave., Sparks, NV 89431 · What's the Job? · Ready to move your career forward? As a Technician at Penske, you'll do exactly that. Here, you'll perform preventative maintenance and repairs of all levels on the newest and best maintained fleet of vehicles in the indust ...
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Experienced Diesel Tech/Mechanic
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Penske Truck Leasing Sparks, United States Full timeWhat's the Job? · Ready to move your career forward? As a Technician at our Penske Reno branch, you'll do exactly that. Here, you'll perform preventative maintenance and repairs of all levels on the newest and best maintained fleet of vehicles in the industry. You will help our c ...
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Customer Service Coordinator
3 days ago
Zempleo Inc Sparks, United States**OVERVIEW**: · Our client, a US Fortune 250 company and a global medical technology corporation serving customers in Clinical Labs, Health care research & Pharmaceutical industry, seeks an accomplished **Customer Service Coordinator** · **JOB #**:48462** · **JOB TITLE: Customer ...
Client Service Associate - Reno, United States - Stifel
Description
Summary
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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).
Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas.
Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
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Client Service Associate professionals in Reno
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Todd R. Alexander
Associate Attorney | Benson & Bingham, LLC