Jobs in the United States

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Added just now
Applications Engineer - Pump & Fluid Systems
Tencarva Machinery Company
Greensboro, NC
Partner with Sales Engineers to develop pump system solutions for industrial and municipal fluid handling applications, translating customer needs into equipment selections, quotations, and…
Added just now
Software Test, Engineer II
Thermo Fisher Scientific
Tewksbury, MA
…our advanced software solutions. You'll work on sophisticated applications that control our analytical instruments, including mass spectrometers, electron microscopes, and other advanced…
Added 1 min ago
Maintenance Technician 1
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Bryan, TX
…that the job-seeker send money to pay for things such as visa applications or processing fees. Please be advised that Cornerstone Building Brands will never ask potential job-seekers for…
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JN
Adaptive Skills Specialist
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- $28 to $32 USD / hour
Proficiency with technology, including smartphones, mobile applications, and electronic documentation systems used for service delivery.
Added 1 min ago
VM
Manager of Exhibition Production
Virginia Museum of History & Culture
Richmond, VA
- $65,000 to $70,000 USD / year
Knowledge of the applications and ability to work with different types of materials used in exhibition production (wood, composites, plastics, metal).
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Analyst, Contact Center - Quality Insights
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Works with other business units to translate their requirements and needs into applications
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- $23 USD / hour
Work From Home on Mondays and Fridays, Tuesday thru Thursday in office
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Software Engineer
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Software Engineer
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Software Engineer
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DO
Student Assistant-Hospital Wide-Metropolitan State Hospital-26-Various
Department of State Hospitals
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- $3,167 to $4,268 USD / month
Note: If you are applying for multiple positions, you must complete a STD 678 for each position separately. Incomplete applications or applications received with multiple positions listed…
Added 1 min ago
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Registered Nurse - SNF
Department of Veterans Affairs
CA
- $9,510 to $11,335 USD / month
…included in the Employment History section of the Employment Applications (STD. 678). The application package must include documentation of discharge, appropriate to the branch of service.…
Added 1 min ago
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Captain, Adult Institution
Correctional Training Facility
CA
- $12,539 to $14,350 USD / month
…status, and age. Confidential information on the first page of applications submitted electronically online, such as Easy ID number, SSN, examination related information, and driver’s…
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Associate Accounting Analyst
Department of Toxic Substances Control
CA
- $6,330 to $7,929 USD / month
Electronic applications submitted through your CalCareer Account are highly recommended. If you are unable to apply electronically through your CalCareer account, please mail a completed…
Added 1 min ago
SW
Analyst II
State Water Resources Control Board
CA
- $6,031 to $7,547 USD / month
If the position requires driving, you must possess a current and valid driver’s license · In accordance with the Statewide Telework Policy and GC 14200, the successful candidate must reside in California upon appointment
Added 1 min ago
RU
Senior Salesforce & Marketing Cloud Developer
Randstad USA
Minneapolis, MN
- $70 to $85 USD / hour
We are seeking a highly skilled Senior Salesforce & Marketing Cloud Developer to join our team within the Financial Services industry. This is an exceptional opportunity for a technical…
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- $38,000 USD / year
Must possess a valid driver's license and maintain a driving record that meets company standards
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- $38,000 USD / year
Must possess a valid driver's license and maintain a driving record that meets company standards
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Mental Health Hearing Referee
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Added 1 min ago
GM
Therapist
Grand Mental Health
Claremore, OK
- $81,900 to $90,000 USD / year
Knowledge of the principles and applications of psychological theories and treatment models with respect to group and individual behavior; of mental illness, its symptoms, treatment, and…
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RETAIL ASSISTANT GENERAL MANAGER
Alabama Space
Huntsville, AL
Added 1 min ago
AS
SECURITY SUPVERVISOR
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Must have the ability to patrol areas on foot or in a vehicle and deal with unusual situations in a calm, effective, and efficient manner · Must have excellent verbal communication skills to deal courteously and effectively with the public and employees at all levels of the organization
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Staff Analog Design Engineer
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Partner closely with layout, test, applications, product, and manufacturing teams to drive successful product delivery

Stifel

Registered Client Service Associate

Redlands, CA, United States

$55,000 to $70,000 USD / year

Apply on careers-stifel.icims.com About employer

Applications open in a new tab.

Job details

Pay: $55,000 to $70,000 USD / year
Apply by: Nov 13, 2027
Experience: Minimum Required: 2 years investment industry experience
Posting language: English
Posted: Nov 13, 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 (Registered) 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.
Provide quotes and other account-related information to assist clients.
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.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
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 investment industry experience

Licenses & Credentials

Minimum Required: Series 7 and 63 or 66

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Compensation Range Salary: USD $55,000.00/Yr. - USD $70,000.00/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.

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