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Xray Technologist
CenterWell
The Villages, FL
…competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and…
Added just now
Healthcare Operations Manager
CenterWell
Raleigh, NC · Durham, NC · Goldsboro, NC · Rocky Mount, NC · Youngsville, NC
Experience with process improvement, project management, vendors, test kits, medical devices, scheduling, or clinical documentation workflows.
Added 1 min ago
10041 Assistant Store Manager
SBH
Salt Lake City, UT
…required. Can identify strengths as well as opportunities for each associate and can effectively address by coaching or counseling. Holds team accountable to Company policies and…
Added 1 min ago
Procurement Agent - Entry Level or Associate
The Boeing Company
Ridley Park, PA
Boeing Global Services (BGS) is looking for a Procurement Agent (Entry Level or Associate) to join our team in Ridley Park, PA.
Added 1 min ago
Procurement Analyst (Process&Supply Base Mgmt)
The Boeing Company
Tukwila, WA · San Antonio, TX · Oklahoma City, OK
Boeing Defense, Space & Security (BDS) has an exciting opportunity for an Associate Procurement Analyst to join our dynamic Mobility, Surveillance, and Bombers (MS&B)” team in Tukwila,…
Added 2 mins ago
Associate Director, Regulatory Affairs - In Vitro Diagnostics and Digital Health
Regeneron Pharmaceuticals, Inc (USA)
Remote, United States
Communicate critical program updates and regulatory risks to senior management.
Added 4 mins ago
Manager Maintenance
CONA Services
Silver Spring, MD
Knowledge of and intermediate, advanced skill level in project management
Added 6 mins ago
Service Manager
Samuels & Associates
Boston, MA
Vendor & Capital Project Management: Supervise third-party contractors, enforce property rules, track Certificates of Insurance (COIs), and manage purchase orders. Oversee capital…
Added 6 mins ago
Associate Deputy Chief, Marketing, Digital Strategy and Enrollment Growth
Dallas College
United States
Dallas College is seeking an accomplished, forward-thinking marketing executive to serve as Associate Deputy Chief, Marketing, Digital Strategy and Enrollment Growth.
Added 7 mins ago
Healthcare Operations Manager
Capital Care Resources, LLC
Raleigh, NC · Durham, NC · Rocky Mount, NC · Goldsboro, NC · Youngsville, NC
Experience with process improvement, project management, vendors, test kits, medical devices, scheduling, or clinical documentation workflows.
Added 7 mins ago
Xray Technologist
CDO 2, LLC
The Villages, FL
…competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and…
Added 9 mins ago
MA
Sustainability Engagement Coordinator
Metropolitan Airports Commission
Minneapolis, MN
- $32.03 to $44.22 USD / hour
The position will require strong interpersonal, communication and project management skills to be successful in the complex and unique airport ecosystem. The position will collaborate…
Added 10 mins ago
Sr. SAP Finance Architect, AWS SAP Team
Amazon.com Services LLC
Seattle, WA
- Experience in project management and leading cross-functional teams.
Added 11 mins ago
Professional Services Staff Consultant
Palo Alto Networks, Inc.
Remote, United States
Automate Security Workflows: Develop infrastructure-as-code (IaC) and automation scripts to streamline deployment, scaling, and operational management.
Added 12 mins ago
Business Excellence Program Manager
Ensemble
Remote, United States
Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end…
Added 13 mins ago
Operations Support Senior Associate - El Segundo, CA
Military Spouse Jobs & VetJobs
United States
Manages a piece of a larger project as assigned by more senior team members
Added 15 mins ago
Design Engineer
Inter Technologies Corporation
Franklinton, NC
presale documents and technical analysis to Operations for final design and project management;
Added 16 mins ago
2027 Summer Intern: Associate Billing Solutions Analyst (Customer Operations)
Spectrum
Charlotte, NC
…requirements and cost effectiveness; provide recommendations to management…
Added 17 mins ago
Construction Associate
Black & Veatch Family of Companies
Field Assignment, KS
As a Construction Associate, you will be accountable for performing various assignments relating to all groups supporting construction activities. This position builds spreadsheets,…
Added 18 mins ago
Laboratory Technician I
Universal Engineering Sciences
Phoenix, AZ
…asphalt, and other materials to help ensure quality, safety, and project…
Added 19 mins ago
Private Company Liquidity - Deal Execution Analyst/Associate
Morgan Stanley
South Jordan, UT · South Jordan
Intermediate to advanced project management skills
Added 19 mins ago
R&D/TS&D Technician
UNION CARBIDE CORPORATION
Freeport, TX · Auburn, MI · Collegeville, PA · Midland, MI
Communicate technical observations, results, deviations, and recommendations to scientists, engineers, project teams, customers, and other stakeholders.
Added 19 mins ago
Junior R&D / Pilot Plant Technician
UNION CARBIDE CORPORATION
Freeport, TX · South Charleston, WV
Work collaboratively with scientists, engineers, technicians, technologists, leaders, and other cross-functional partners to meet project and stakeholder needs.
Added 19 mins ago
Senior R&D/TS&D Technician
ROHM & HAAS CHEMICALS LLC
Freeport, TX · Auburn, MI · Collegeville, PA
Associate's degree in a science-related discipline or Military Degree Equivalency (MDE) plus 3 or more years of relevant work experience, or High School Diploma/GED plus 5 or more years of…
Added 21 mins ago
Senior Manager, Technical Operations
E.R. Squibb & Sons,L.L.C.
Princeton, NJ
Provide direction for major departmental project and program activities, which may involve multi-site interactions.

Stifel

Client Service Associate - NR

Chicago, IL, United States

$41,900 to $62,700 USD / year

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Job details

Pay: $41,900 to $62,700 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

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 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 $41,900.00/Yr. - USD $62,700.00/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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