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Loan Quality Control Specialist
MyPoint Credit Union
San Diego, CA
Associate degree, completion of a specialized business or trade school program, or equivalent specialized training or apprenticeship.
Added just now
CO
Community Service Officer I/II/SR
City of Palmdale
Palmdale, CA
- $30.65 to $47.55 USD / hour
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Analyst, Accounts Payable
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Las Vegas, NV
Manage end-to-end AP processing including invoice receipt, coding, approval routing, and payment disbursement.
Added 2 mins ago
Phlebotomy Associate
UKH University of Kansas Hospital Authority
Kansas City, KS
After education, training and competency assessments, the Phlebotomy Associate will perform functions essential to a phlebotomy draw station or inpatient team, including customer service,…
Added 2 mins ago
Ambulatory Nurse Associate
UKH University of Kansas Hospital Authority
Shawnee Mission, KS · Gladstone, MO · Kansas City, MO · Kansas City, KS
The Ambulatory Nursing Associate is responsible for assuring efficient flow of patients through the health care setting by facilitating examination and treatment of patients in a culturally…
Added 2 mins ago
Patient Service Representative
UKH University of Kansas Hospital Authority
Westwood, KS
…MyChart and EMR (Electronic Medical Record) appointment requests, processing external medical records and helping the physician care team prepare for their daily patient appointments. May…
Added 2 mins ago
General Manager-203100
ESA Management, LLC
Westborough, MA
…customer experience. This role includes achieving positive associate satisfaction, meeting financial goals, and upholding the property's reputation while maintaining company brand…
Added 4 mins ago
AF
Senior GenAI Developer
Accenture Flex LLC Company
United States
- $50 to $60 USD / hour
…include deep learning, neural networks, chatbots, and image processing. You are expected to be a subject matter expert, collaborate and manage the team to perform effectively, take…
Added 4 mins ago
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Distribution Center Associate
OmniCable
Buford, GA
- $19.88 USD / hour
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Added 4 mins ago
Warehouse Associate
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The Warehouse Associate strives to exceed customer expectations by ensuring orders are available, accurate, salable and received in a timely manner. This position will demonstrate order…
Added 5 mins ago
KK
Seasonal Part-Time Loss Prevention Associate - 3rd Shift
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United States
- Part-time
As Loss Prevention Associate, you will assist in Loss Prevention activities within the Distribution Center (DC). You will perform physical security, report policy and procedure violations…
Added 5 mins ago
Credential Coordinator
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Communicates about processing questions from provider and/or credentialing contact in addition to BSWH MSS offices and CVS leadership as required
Added 5 mins ago
Public Health Student Intern Unpaid - 2027 Spring Semester
City of San Antonio
San Antonio, TX
Must be enrolled in a U.S. Department of Education accredited Associate's Degree program, vocational or technical school, with the first year of the program completed.
Added 6 mins ago
CC
Administrative Assistant - District Court I
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Port Angeles, WA
- $29.11 to $35.46 USD / hour
Provide general office support including answering phones, distributing mail, processing travel and registration, ordering office supplies, and coordinating the meetings within the…
Added 7 mins ago
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Warehouse Associate
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- $29.6 USD / hour
As a Warehouse Associate you will participate in the daily activities of our warehouses in a safe way, including but not limited to activities such as truck unloading, putting away,…
Added 10 mins ago
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Teacher - HS Duration (August - May)
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Education: Minimum of an Associate of Early Childhood Education or equivalent; sufficient to be placed at Step 9 or higher on the Oregon Registry.
Added 10 mins ago
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Accounts Receivable Associate-1
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- $24.47 USD / hour
Dallas College is seeking a detail-oriented Accounts Receivable Associate to join our team. In this role, you'll help students and community members by processing payments, maintaining…
Added 11 mins ago
Program Security Representative (PSR) I
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Activity Security Representative (ASR) II
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Processing inbound and outbound classified mail and receipt records
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Production Associate
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Work in a fast-paced environment preparing meat products to feed lines and/or prepare for the next stage of processing
Added 12 mins ago
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Human Resources Assistant
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- $19 USD / hour
Assist with new hire and termination paperwork processing
Added 13 mins ago
AA
Histotechnician
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- $30.94 to $40.99 USD / hour
Assesses integrity of specimens for testing and processing, verifying correct patient identification and using safe and secure specimen handling.
Added 15 mins ago
LN
Contributions and Enrollment Associate
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- $17 to $21 USD / hour
We are seeking a detail-oriented Contributions and Enrollment Associate to support a busy benefits administration team. This role assists with enrollment activities, maintains accurate…
Added 15 mins ago
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#2600508 Planner/Senior Planner
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…prepares a tailored "road map" to assist the customer with processing a future…
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Development Coordinator
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…requests for office supplies, utilizing Peoplesoft, and for processing check requests to ensure payments to vendors are handled timely and…

Stifel

Client Service Associate - NR

Redlands, CA, United States

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

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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.

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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

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