- 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 experience.
- 2+ years clerical/related industry experience.
- Series 7 and 66 preferred.
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Client Service Associate
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Savers | Value Village Spokane, 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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The Bartell Drug Company Spokane Valley, United StatesLead Service Associate Contribute to our mission to improve Health and Wellness in your community. Become a Rite Aid Lead Service Associate, today As a Lead Service Associate, you will supervise Store Associates while assisting in daily store operations. Your purpose is to provid ...
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Morgan Stanley Spokane, United States Paid WorkPOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
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Rite Aid Spokane, United StatesService Associate · Contribute to our mission to improve Health and Wellness in your community. · Become a Rite Aid Service Associate, today · As a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your p ...
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Goodwill Industries of the Inland Northwest Spokane, United States Part timeAccept donated goods from the public. Maintain area in a neat and orderly manner both inside and outside. If located in a facility, assist in other areas of the store as needed. Goodwill is always accepting applications for this position in order to Associate, Part Time, Outlet, ...
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The Sherwin-Williams Company Spokane, United StatesThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. · The individual sel ...
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Customer Service Branch Associate
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Sherwin-Williams Spokane, United StatesJob Description · The Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. ...
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Customer Service Branch Associate
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Sherwin-Williams Spokane, United StatesJob DescriptionThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed.The in ...
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Sherwin-Williams Spokane, United StatesJob Description · The Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. ...
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Customer Service Branch Associate
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Sherwin-Williams Spokane, United StatesThe Branch Associate is responsible for receiving and preparing orders, as well as safely moving, loading, and delivering products. This position is also expected to provide customer service and operate tinting, mixing and color matching equipment, as needed. · The individual sel ...
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Dispatch / Customer Service Associate
4 days ago
Raptor Rooter and Plumbing Spokane, United StatesJob Description · Job DescriptionRaptor Rooter & Plumbing is currently hiring for a full-time Dispatch / Customer Service Associate to take calls, manage schedules, and help run the office in the Spokane Valley, WA area. This dispatcher position earns a competitive wage of $17-$2 ...
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Donor Services Associate I
3 days ago
Goodwill Industries of the Inland Northwest Spokane, United States Part timeCloses: 5/19/24 · Employment Benefits: · Summary: · Accept donated goods from the public. Maintain area in a neat and orderly manner both inside and outside. If located in a facility, assist in other areas of the store as needed. Goodwill is always accepting applications for th ...
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donor services associate i
1 week ago
Goodwill Industries of the Inland Northwest Spokane, WA , USA, United StatesCloses: 6/9/24 - (South Hill) Spokane, WA - Full &/or Part-time/Hourly · Wage: $16.28 p/h · Employment Benefits: · Summary: · Accept donated goods from the public. Maintain area in a neat and orderly manner both inside and outside. If located in a facility, assist in other areas ...
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donor services associate i
1 week ago
Goodwill Industries of the Inland Northwest Spokane, WA , USA, United StatesCloses: 5/12/24 - Spokane Valley, WA - Full &/or Part-time/Hourly · Wage: $16.28 p/h · Employment Benefits: · NOTE: Please apply early, as this job posting is subject to removal before the deadline if sufficient number of qualified applications are received. Thank you. · Summary ...
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Dispatch / Customer Service Associate
3 days ago
Raptor Rooter and Plumbing Spokane, United StatesRaptor Rooter & Plumbing is currently hiring for a full-time Dispatch / Customer Service Associate to take calls, manage schedules, and help run the office in the Spokane Valley, WA area. This dispatcher position earns a competitive wage of $17-$24 per hour, based on skills and e ...
Client Service Associate - Spokane, United States - Stifel
Description
Summary
Under immediate supervision, Client Services Associate 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).
Salary:
$39,000 - $57,000 for non-registered and if registered $42,000 - $63,000
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position.
Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more To view a more comprehensive list of Stifel's current offerings, please visit our Stifel Benefits website.
Applications are accepted until the position is filled.About Stifel
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 Spokane
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