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Client associate • boston ma
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Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE • : $40 - 45 / hr.
JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.
This role is based in our Boston, MA office with a hybrid schedule.Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
This job is with State Street, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.As the Clie...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income.
We specialize in providing the tools, training, and support for motiva...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
The Statewide Client Services center is the centralized branch of our Low-income Energy Affordability Network (LEAN).Through the LEAN Network, we provide phone & online communication services f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions.
KKR aims to generate attractive investment returns by following a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment.
This position is responsible for ensuring each accoun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate, Client Service I At BNY, our culture allows us to run our company better and enables employees' growth and success.
As a leading global financial services company at the heart of the glo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.
This role is based in our Boston, MA office with a hybrid schedule.Resp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team.In this role, you will support the financial and investment needs of ultra-high-net-worth clients by h...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
About the job Client Service Associate.Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group.
This is a great role for anybody looki...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Hybrid – Boston, MA (3 days in office).Salary : $75,000 – $90,000 + discretionary bonus.A well-established private wealth advisory firm is quietly adding a Client Services Associate to its team.This...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Stifel FinancialBoston, MA, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionAdministrative Knowledge - 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. Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products. Time Management - 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. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. Customer and Interpersonal Skills - 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. Communication Skills - 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 Minimum Required : 2 years clerical / related industry Preferred : FINRA SIE, Series 7 and 63 or 66. Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Why Stifel
Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (NR) 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).
What We're Looking For
- 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.
What You'll Bring
Education & Experience
Licenses & Credentials
Systems & Technology
About Stifel
Stifel is 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.
Stifel is an Equal Opportunity Employer.