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Added 3 mins ago
Construction Manager
LAM Lennar Associates Mgmt LLC
Lees Summit, MO · Oak Grove, MO
Tech-savvy with proficiency in Microsoft Office, Build Pro, Procore, and other construction management software, leveraging technology to streamline workflows, enhance project tracking, and…
Added 4 mins ago
Survey Manager - Power Construction
Kiewit
Lenexa, KS
The Survey Manager works closely with project management, engineering, field supervision, quality, and craft teams to ensure survey activities support project schedules, design…
Added 5 mins ago
Senior Engineer, Mechanical - Fixed Equipment & Piping Integrity
Calcasieu Pass Operations LLC
United States
Support joint integrity management, leak detection and repair interfaces, pressure boundary repairs, temporary repairs, and engineered repair assessments where required.
Added 6 mins ago
L
Full Time - Loader/Cart Associate - Opening
Lowes
Pascagoula, MS
- Full-time
Assists customers with locating, selecting, carrying, and loading merchandise while responding promptly to customers and associate questions
Added 6 mins ago
L
Sales Floor Dept Supervisor - Paint
Lowes
Poughkeepsie, NY
- $24 to $25 USD / hour
…and customers across departments. It is important that this associate communicate upward to keep management informed of concerns, issues, praises, and…
Added 6 mins ago
Maintenance Associate 2
Sidney Regional Medical Center
Sidney, NE
…currently pursuing a hardworking and skilled full-time Maintenance Associate 2 to join our Plant Maintenance team. This position requires rotating on-call with a 30-minute response…
Added 6 mins ago
Assistant General Manager
Hotel Flora
Santa Fe, NM
3–5+ years of progressive management experience in independent boutique hotels, lifestyle luxury properties, or high-volume, multi-concept restaurant groups.
Added 6 mins ago
L
Part Time - Loader/Cart Associate - Flexible
Lowes
Albuquerque, NM
- Part-time
Assists customers with locating, selecting, carrying, and loading merchandise while responding promptly to customers and associate questions
Added 6 mins ago
L
Part Time - Outlet Customer Service Associate - Flexible
Lowes
Greenville, SC
- Part-time
Generates leads for Project Specialist Exterior (PSE) programs by actively engaging
Added 6 mins ago
District HR Business Partner
Lowes
Elkridge, MD
…accelerate the development of associates (i.e. exposure events, project assignments, coaching,…
Added 6 mins ago
L
Full Time - Loader/Cart Associate - Day
Lowes
Mount Vernon, OH
- Full-time
Assists customers with locating, selecting, carrying, and loading merchandise while responding promptly to customers and associate questions
Added 10 mins ago
Artificial Intelligence, Development, and IT Specialist
Modern Technology Solutions Inc
Las Vegas, NV · Las Vegas
o AI Security & Governance: Apply DoW Responsible AI Guidelines and NIST AI Risk Management Framework (AI RMF) principles to assess AI data pipelines, model configurations, verify data…
Added 11 mins ago
Associate, Tech Strategy and Execution, Corporate & Investment Bank
JPMC page
New York, NY · NY
As a Tech Strategy Associate in Corporate & Investment Bank, you will responsible for leading 1-2 workstreams in our AI transformation program for software engineers, product owners, and…
Added 16 mins ago
Pro Services Manager
Floor and Decor Outlets of America, Inc.
Lowell, AR
Develop pricing and business development strategies in collaboration with and under the direction of company and/or location management
Added 16 mins ago
FA
Command Center Associate
Floor and Decor Outlets of America, Inc.
Melbourne, FL
- From $15.15 USD / hour
Excellent interpersonal skills with the ability to work with all levels of store management and store associates.
Added 16 mins ago
FA
Command Center Associate
Floor and Decor Outlets of America, Inc.
West Chester Twp, OH
- From $15.15 USD / hour
Excellent interpersonal skills with the ability to work with all levels of store management and store associates.
Added 16 mins ago
Project Finance Associate I
HNTB Corporation
Bellevue, WA
This opportunity entails being responsible for maintaining project-related financial data in HNTB's project management system, ensuring alignment with current client contracts, including…
Added 16 mins ago
Project Finance Associate II
HNTB Corporation
Bellevue, WA
This opportunity entails being responsible for maintaining project-related financial data in HNTB's project management system, ensuring alignment with current client contracts, including…
Added 18 mins ago
Talent Management Associate
IFF (CDFI)
Chicago, IL
The TM Associate is responsible for supporting the Talent Management department in the efficient delivery of TM functions. This role coordinates recruitment activities, maintains HR systems…
Added 18 mins ago
MC
Construction Senior Engineer Associate
Maricopa County
Phoenix, AZ
- $75,250 to $120,000 USD / year
This position will serve as a Construction Senior Engineer Associate in the MCDOT Construction & Materials Division, working on Transportation and Maintenance Improvement Projects. An ideal…
Added 20 mins ago
PG
Front Desk Agent
PRIME GROUP
Fort Myers, FL
- $16.5 to $17 USD / hour
Project a favorable image of PMG Hospitality to the public at all times
Added 21 mins ago
Associate Director, Customer Success
ZMC-US ITMR Itamar Medical
Remote, United States
Excellent analytical, organizational, and project-management skills, with the ability to move between strategy and execution.
Added 22 mins ago
Sr Merchandise Specialist-Framingham, MA
Staples Canada
Framingham, MA
The Sr. Merchandise Specialist plays a key role in driving category performance through project management, data analysis, operational execution, and cross-functional collaboration. This…
Added 23 mins ago
OC
Associate Engineer (Electrical)
Orange County Sanitation District
Fountain Valley, CA
- $134,950.4 to $164,028.8 USD / year
Under general supervision, an Associate Engineer performs a variety of engineering duties in the planning, design, construction, operations, and compliance of wastewater facilities,…
Added 24 mins ago
NO
Logistics Compliance Manager
NBC Operating LP
Los Angeles, CA
- $95,800 to $122,100 USD / year
Proven leadership and project management skills.

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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