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Added just now
Maintenance Technician - 2nd or 3rd shift
Envalior
Gastonia, NC
Work with PLCs, electrical control systems, and instrumentation for diagnostics and repairs.
Added 1 min ago
Assistant Manager, Sales Development
Danfoss
Oragadam, IN
…Irrigation, Pumping System, Network Pressure management and Fire Pump…
Added 2 mins ago
DA
Staff Accountant
Deputy Assistant Secretary for Finance
Waco, TX · District of Columbia, DC · Austin, TX
- $107,446 to $139,684 USD / year
…funds, to managing funding within multiple financial management systems, including both the legacy system (FMS) and the new system (iFAMS), to departmental-level external reporting to OMB,…
Added 2 mins ago
DF
Vice President and Chief Human Capital Officer
Development Finance Corporation
Washington, DC
- $151,661 to $228,000 USD / year
Added 2 mins ago
AN
IT SPECIALIST (APPSW/INET) - TITLE 32
Army National Guard Units
Marietta, GA
- $94,654 to $123,052 USD / year
…covering processes and application needs. Assures software and systems quality and functionality. Ensures involvement of customer and management throughout the development process. Works…
Added 2 mins ago
DA
Financial Management Specialist
Deputy Assistant Secretary for Finance
Round Rock, TX
- $63,457 to $82,499 USD / year
…and non-CHAMPVA Explanation of Benefits using various Federal…
Added 2 mins ago
VH
Physician Assistant - Primary Care
Veterans Health Administration
New Philadelphia, OH
- $91,748 to $161,577 USD / year
Added 2 mins ago
VH
Nurse Practitioner (Primary Care)
Veterans Health Administration
New Philadelphia, OH
- $109,811 to $172,334 USD / year
Added 2 mins ago
UP
IT PROJECT MANAGER (CUSTOMER SUPPORT)
U.S. Pacific Fleet
Bremerton, WA
- $100,602 to $130,786 USD / year
…You will review business requirements for complex IT computer systems. | You will assist with command projects and program strategic planning to support design and…
Added 2 mins ago
VH
Pharmacy Technician
Veterans Health Administration
Perry Point, MD
- $66,814 to $86,860 USD / year
…expiration dates for dispensed medications into automated dispensing systems. Verifies patient identification prior to medication release at pick-up. Verifies patient receipt all…
Added 2 mins ago
VH
Medical Supply Tech (Sterile Processing)
Veterans Health Administration
Aurora, CO
- $57,799 to $75,138 USD / year
Loads, operates, and unloads sterilizers such as steam and approved low-temperature sterilization systems, as well as high-level disinfecting scope reprocessors, following required…
Added 2 mins ago
VH
Lead Medical Support Assistant
Veterans Health Administration
East Meadow, NY · Northport, NY
- $60,456 to $78,595 USD / year
…assure readiness for patient visit/procedure; manages patient systems to verify and validate accuracy and resolve issues; evaluating patient information and clinic schedule lists to…
Added 2 mins ago
JC
Executive Director of Human Resources
Johnston Community School District
JOHNSTON, IA
- $155,953 to $173,262 USD / year
…Human Resources Department, including its personnel, budget, systems, and operations, and works collaboratively across the District to foster a positive workplace culture and ensure…
Added 2 mins ago
Digital & AI Marketing Intern | US
Unisys Corporation
Blue Bell, PA
…program in Marketing, Communications, Data Analytics, Information Systems, or a related field, with an expected graduation date in Spring or Summer…
Added 3 mins ago
Registered Nurse (RN) ED - Evenings
Wellstar Spalding Regional Hospital, Inc.
United States
…such goals as TJC Patient Safety Goals and Wellstar Health Systems safety absolutes * C.Participates in data collection, poses relevant clinical questions to advanced evidence-based…
Added 3 mins ago
Nurse Manager (RN) - Emergency Department
Wellstar Spalding Regional Hospital, Inc.
United States
…partners with others to promote relationship-based care delivery systems that support patient centered care and service excellence while effectively providing leadership and management for…
Added 4 mins ago
IS Governance Risk & Compliance Specialist
U.S. Bank National Association
Minneapolis, MN · Atlanta, GA · Chicago, IL · Cincinnati, OH · Irving, TX
…encryption, access controls, and intrusion detection and prevention…
Added 4 mins ago
UA
Information Technology Project Manager (Data Management)
U.S. Army Intelligence and Security Command
Fort Belvoir, VA
- $177,286 to $197,200 USD / year
…teams to sustain the effectiveness of Information Management/IT systems. | Manage IT projects to ensure successful delivery within established cost, schedule, and performance thresholds. |…
Added 4 mins ago
VH
Senior Social Worker
Veterans Health Administration
Reno, NV
- $141,457 to $183,897 USD / year
Represent the ADTP/SUD program with professionalism when working with Veterans, interdisciplinary providers, community agencies, and family/support systems.
Added 4 mins ago
DO
SECURITY SPECIALIST
Department of the Air Force
Joint Base Anacostia-Bolling, DC
- $121,785 to $158,322 USD / year
…Specialist. Providing management oversight for information systems and personnel security program personnel in support of USAF, DoD, and National level Special Access Programs (SAPs) to…
Added 4 mins ago
TS
Transportation Security Manager
Transportation Security Administration
Rapid City, SD
- $89,508 to $116,362 USD / year
…airports, seaports, railroads, highways, and/or public transit systems, thus protecting America's transportation infrastructure and ensuring freedom of movement for people and…
Added 4 mins ago
CN
Child and Youth Program Leader
Commander, Navy Installations Command
Bethesda, MD
- $28 USD / hour
Added 4 mins ago
FA
Airway Transportation System Specialist
Federal Aviation Administration
Oberlin, OH
- $116,716 to $180,946 USD / year
…unanticipated situations adversely affecting operationally critical systems of the NAS. Serves as senior project manager or team leader for large, challenging and complex work activities.…
Added 4 mins ago
FE
Instructional Systems Specialist
Federal Emergency Management Agency
Emmitsburg, MD
- $121,785 to $158,322 USD / year
…Maryland. The ideal candidate is an experienced instructional systems professional with expert knowledge of adult learning theory, instructional design, curriculum development, and program…
Added 4 mins ago
FE
Instructional Systems Specialist
Federal Emergency Management Agency
Emmitsburg, MD
- $121,785 to $158,322 USD / year
…Maryland. The ideal candidate is an experienced instructional systems professional with expert knowledge of adult learning theory, instructional design, curriculum development, and program…

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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