Jobs in the United States

25+ jobs

Save this search

Added 16 mins ago
AC
Client Service And Operations Associate
Aston Carter
Bellevue, WA
- $75,000 to $85,000 USD / year
Job Description: Client Service and Operations AssociateA growing wealth management firm in Bellevue, WA is seeking a RIA Client Service and Operations Manager to support client service,…
Added 22 mins ago
Associate Community Banker
First Interstate BancSystem
Mountain Home, ID
The Associate Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions.…
Added 58 mins ago
NH
Associate Therapist
Newport Healthcare
Orange, CA
- $29.5 to $34 USD / hour
Under the supervision of the designated Clinical Supervisor, the Associate Therapist, facilitates individual and group sessions with clients, as well as performs various clinical core…
Added 2 hours ago
Outpatient Medical Records Technician - Mental Health 153
Main Template
San Bernardino, CA
“They made it easier for me to live, breathe, eat, and stay clean. Without them, I’d be waiting somewhere, waiting for someone to give me a chance to live...” - Client from Telecare
Added 2 hours ago
Unlicensed Clinician - Mental Health 153
Main Template
San Bernardino, CA
“They made it easier for me to live, breathe, eat, and stay clean. Without them, I’d be waiting somewhere, waiting for someone to give me a chance to live...” - Client from Telecare
Added 2 hours ago
Client Experience Associate - Birmingham South Market
PNC Bank NA
AL
…interactions, and effective lobby engagement, ultimately elevating client…
Added 2 hours ago
Pediatric Sonographer
Averypartners
Atlanta · Atlanta, GA
Associate's or Bachelor's degree in Sonography, Cardiovascular Technology, Nursing, or related allied health field
Added 2 hours ago
Registered Wealth Management Client Associate
Merrill Lynch, Pierce, Fenner & Smith Inc
United States
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their…
Added 3 hours ago
RN III Nurse Home Visitor
Texas A&M University Health Science Center
Bryan, TX
Associate degree in Nursing or equivalent combination of education and experience.
Added 4 hours ago
Unlicensed Clinician - Mental Health 180
Main Template
Santa Ana, CA
“They made it easier for me to live, breathe, eat, and stay clean. Without them, I’d be waiting somewhere, waiting for someone to give me a chance to live...” - Client from Telecare
Added 4 hours ago
Registered Nurse, Health Center Group Manager
Premise Health
Detroit, MI
…centers across a contract(s) working in partnership with an Associate Vice President (AVP) and/or multiple Director of Client Operations…
Added 4 hours ago
PH
Registered Nurse, Health Center Group Manager
Premise Health
Toledo, OH
- $84,872 to $106,090 USD / year
…centers across a contract(s) working in partnership with an Associate Vice President (AVP) and/or multiple Director of Client Operations…
Added 4 hours ago
Heating & Refrigeration Mechanic II - Austin Facilities Management
City of Austin
United States
Must be a registered HVAC Tech with Texas Department of Licensing and Regulation.
Added 4 hours ago
S
Client Service Associate - NR
Stifel
Chicago, IL
- $41,900 to $62,700 USD / year
The 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…
Added 5 hours ago
AC
Data Entry Operator
Aston Carter
New York, NY
- $45,000 to $60,000 USD / year
RHIA (Registered Health Information Administrator)
Added 5 hours ago
Behavior Technician (RBT) - Frederick
Helping Hands Family
Frederick, MD
Are you passionate about making a difference in the lives of children with autism? Join us as a Registered Behavior Technician (RBT) at Helping Hands Family (HHF) and provide personalized,…
Added 5 hours ago
TP
Assistant Program Director III (3509)
TURNING POINT OF CENTRAL CALIFORNIA INC
Fresno, CA
- $88,205.96 to $128,216.83 USD / year
Review client files to ensure completion of all documentation requirements and evaluate the quality of case coordination activities for all staff.
Added 5 hours ago
Senior Registered Client Associate
Wells Fargo Clearing Services, LLC
SCOTTSDALE, AZ
Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at…
Added 5 hours ago
Short Hour LVN Direct Care Staff - Mental Health 619
Main Template
Anaheim, CA
“They made it easier for me to live, breathe, eat, and stay clean. Without them, I’d be waiting somewhere, waiting for someone to give me a chance to live...” - Client from Telecare
Added 5 hours ago
Admissions RN
Heart to Heart Hospice
Fort Worth, TX
Graduate of an accredited Diploma, Associate or Baccalaureate School of Nursing
Added 5 hours ago
Associate Vetting Analyst
CO1 First Orion Corp
North Little Rock, AR
The Vetting Analyst is responsible for vetting telephone numbers registered with First Orion for call authentication and branded calling solutions by verifying telephone-number ownership…
Added 5 hours ago
AA
Veterinary Assistant
Alliance Animal Health
Orchard Park, NY
- $17.5 to $20.5 USD / hour
Client communication related to admissions, discharges, hospitalizations, and medications.
Added 6 hours ago
G
Behavior Technician (Paid RBT Training)
Galliant
Corsicana, TX
- $17 to $18.5 USD / hour
- 100% Paid RBT Certification: We cover all course materials and national BACB exam fees for your Registered Behavior Technician (RBT) credential within your first 8 weeks.
Added 6 hours ago
GI
Wealth & Investment Management Summer Intern - Paid
Goelzer Investment Management, Inc
Carmel, IN
- $18 USD / hour
Learn how the teams within an independent registered investment advisory firm collaborate to deliver an exceptional client experience.
Added 6 hours ago
ON
Relationship Banker
Old National Bank
Washburn, WI
- $17 to $29.75 USD / hour
…offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core…

Stifel

Client Service Associate - NR

Redlands, CA, United States

$50,000 to $59,000 USD / year

Apply About employer

Applications open in a new tab.

Job details

Pay: $50,000 to $59,000 USD / year
Apply by: Nov 2, 2027
Posting language: English
Posted: Nov 2, 2026

Original job description

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

Administrative 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.

Education & Experience

Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry

Licenses & Credentials

Minimum Required: None

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Compensation Range Salary: USD $50,000.00/Yr. - USD $59,000.00/Yr. 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. The base salary is one component of Stifel’s overall compensation package for each individual employee. 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 https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled. 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.

Apply About employer

More about this job

Skills

Administrative support
Customer service
Securities
Time management
Critical thinking
Problem solving
Interpersonal skills
Communication skills
Circulate information
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook

Report this job