Jobs in the United States

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Added 1 min ago
SO
Trades Instructor P11 - MCTI - Welding
State of Michigan
Plainwell, MI
- $28.14 to $52.19 USD / hour
Applicants who possess a degree from a foreign college or university must have their academic credentials evaluated or converted into U.S
Added 2 mins ago
At-Risk Suspension Support
Sioux City Community School District
Sioux City, IA
Under the Every Student Succeeds Act prior to starting, you must have one of the following: · Must possess the ability to communicate effectively with a variety of individuals and groups from all levels of the organization
Added 3 mins ago
Data Centre Service Delivery Field Support Engineer (L1)
NTT America, Inc.
NE
The Data Center Service Delivery Field Support Engineer (L1) is an entry level engineering role, responsible for providing a professional first-line onsite technical support and field…
Added 3 mins ago
Data Centre Service Delivery Field Support Engineer (L1)
NTT America, Inc.
NE
The Data Center Service Delivery Field Support Engineer (L1) is an entry level engineering role, responsible for providing a professional first-line onsite technical support and field…
Added 3 mins ago
Data Centre Field Support Engineer (L1)
NTT America, Inc.
TX
The Data Center Service Delivery Field Support Engineer (L1) is an entry level engineering role, responsible for providing a professional first-line onsite technical support and field…
Added 3 mins ago
Contractor Liaison / Mechanical Coordinator (On-site)
Merck Sharp & Dohme LLC
NJ
…Liaison / Mechanical Coordinator position will report to the Associate Director, Engineering and will be a member of the Equipment Development and Facility Engineering team at the Rahway NJ…
Added 3 mins ago
Facility Engineer, MACS Senior Specialist (On-site)
Merck Sharp & Dohme LLC
NJ
…responsibility. The Facility Engineer position will report to the Associate Director, Engineering and will be a member of the Equipment Development and Facility Engineering…
Added 3 mins ago
Assoc. Scientist, Engineering
Merck Sharp & Dohme LLC
PA
As an Associate Scientist in Cell Culture Pilot Operations & Commercialization, you will be at the forefront of translating process development into manufacturing reality. You will gain…
Added 4 mins ago
PD
Dental Hygienist Float
POLYCARP DENTAL, P.L.C.
Roseville, MN
- $68 to $73 USD / hour
· Utilize digital technology to support clinical assessments, case acceptance, and patient communication
Added 5 mins ago
3rd Party Plan Analyst
PharMerica
Remote, United States
…third party claim information and provide pharmacy operations support. The position specializes in pharmacy claim billing and reimbursement detail. Analyst are considered experts in…
Added 7 mins ago
Network and Systems Manager
Auxiant
Cedar Rapids, IA
Added 7 mins ago
Network and Systems Manager
Auxiant
Madison, WI
Added 7 mins ago
North Dallas | Military Boots to Banking - Veteran Initiative
B10 Wells Fargo Bank, N. A.
DALLAS, TX · IRVING, TX · MCKINNEY, TX · PLANO, TX
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
Added 7 mins ago
Behavioral Health Clinical Supervisor (SUD)
Sea Mar Community Health Center
United States
…assessments. The person in this position also supervises the support staff in the implementation of systems, and coordinates with the Behavioral Health Program Manager regarding…
Added 8 mins ago
Authorizations and Assessments Manager
Chenega Corporation
Arlington, VA
…culture? If so, Chenega Military, Intelligence & Operations Support (MIOS) could be the place for you! Join our team of professionals who support large-scale government operations by…
Added 8 mins ago
Data Transfer Agent
Chenega Corporation
Springfield, VA
…culture? If so, Chenega Military, Intelligence & Operations Support (MIOS) could be the place for you! Join our team of professionals who support large-scale government operations by…
Added 8 mins ago
Senior Product Owner
CenterWell Pharmacy, Inc.
Remote, United States
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 8 mins ago
Instructional Support, (ESOL) - Amanecer Elementary School
School District of Lee County
FL
Associate’s degree from an accredited institution.
Added 8 mins ago
GC
Part-time Recreation Leader - Gwinnett Environmental and Heritage Center / B2 Division
Gwinnett County
Buford, GA
- Part-time
Valid driver's license is required and must have reliable transportation
Added 9 mins ago
Nuclear Regulatory Affairs Principal
Vistra Nuclear Operations Company
Oak Harbor, OH
Bachelor of science degree in Engineering or technical discipline OR Associate degree in Engineering, Engineering Technology or related field +11 years related work experience OR Certified…
Added 10 mins ago
Recruiter of Graduate Health Professions Programs
Western University Of Health Sciences
Western University Campus-Pomona, CA · CA
Must have the maturity and adaptability to be team oriented and yet be able to work independently with minimal supervision · Must have a willingness to travel as needed during peak recruiting seasons
Added 11 mins ago
WR
Vehicle Operations Associate
Wealth Recruitment, LLC
Baltimore, MD
- $41,600 USD / year
Our client, a leading rideshare company, is seeking an energetic, customer-focused Vehicle Operations Associate to support daily rental operations and vehicle readiness at its facility.…
Added 11 mins ago
Legal Operations
Guggenheim Partners Investment Management Holdings, LLC
NY
Guggenheim Investments (“GI” or “Firm”) is seeking a dynamic associate to join its Legal Operations team. This individual will report to the Head of Legal Operations and assist with…
Added 12 mins ago
Servicing, Efficiency and Transformation (SET) Associate
Freddie Mac
McLean, VA
The Freddie Mac Multifamily Loan Servicing organization is seeking a Servicing Efficiency & Transformation (SET) Associate to support the team's operational excellence, automation strategy,…
Added 13 mins ago
TH
Technician Specialist (4972)
TRINITY HEALTH
Minot, ND
- $25.17 to $37.76 USD / hour
Must have a positive attitude

Stifel

Client Service Associate - NR

Overland Park, KS, United States

Apply on careers-stifel.icims.com About employer

Applications open in a new tab.

Job details

Apply by: Nov 12, 2027
Posting language: English
Posted: Nov 12, 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

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 on careers-stifel.icims.com 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

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Work requirements

Jobs in the United States