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Client associate • san bernardino ca

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Client Service Associate - NR

Client Service Associate - NR

Stifel FinancialRedlands, CA, US
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Relationship Manager

Client Relationship Manager

Ameriprise FinancialRiverside, CA, US
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We are seeking a highly organized and client-focused Client Relationship Manager to join our independent financial advisory practice, The Evans Group, affiliated with Ameriprise Financial.This role...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Services Specialist

Client Services Specialist

InsideHigherEdRiverside, California, United States
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UC Riverside's Facilities Services is recruiting for the Client Services Specialist.The full salary range for the Client Services Specialist is $32. We base salary offers on a variety of considerati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate - NR

Client Service Associate - NR

StifelRedlands, CA, United States
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Development Associate (East Coast)

Client Development Associate (East Coast)

Earned WealthRiverside, CA, US
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Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Senior Client Executive

Senior Client Executive

TierPointRiverside, CA, US
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The Senior Client Executives grow the incredible roster of clients that TierPoint supports through personalized and comprehensive IT solutions. Client Executives are new client acquisition engines, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Care Coordinator

Client Care Coordinator

South Coast Children's SocietyRedlands, CA, US
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The Client Care Coordinator will oversee the comprehensive care and transition of clients within South Coast programs or to community partners as required. This role requires a high level of central...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Advisor

Client Advisor

SedgwickRiverside, CA, US
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As a Client Advisor for Bill ReviewIQ, you'll have the opportunity to take on new challenges and help solve complex problems for the world's best brands. Deliver innovative customer-facing solutions...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Associate

Client Service Associate

Park 6 LogisticsRiverside, CA, United States
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We are seeking a motivated and detail-oriented.This role is ideal for someone who excels at building professional relationships, resolving client inquiries, and maintaining a high standard of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Support Associate

Client Support Associate

VirtualVocationsFontana, California, United States
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A company is looking for a Client Support Associate - L1 to provide front line assistance to clients by troubleshooting issues and ensuring efficient resolutions. Key Responsibilities Investigate,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Success Associate (Entry level, Remote)

Client Success Associate (Entry level, Remote)

InfuseRiverside, CA, US
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Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every huma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Success Manager

Client Success Manager

TradeJobsWorkForce92507 Riverside, CA, US
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Client Success Manager Job Duties : Train CS team in the coaching / management process for clients in regards to ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Coordinator

Client Coordinator

ErnestFontana, CA, US
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For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Alphabe Insight IncRiverside, California, USA
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Strong communication and interpersonal skills.Excellent organizational and time-management abilities.Ability to multitask and maintain accuracy in a fast-paced environment.Problem-solving mindset a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Internet Client Advisor

Internet Client Advisor

Oremor Automotive GroupRiverside, CA, United States
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If you are an enthusiastic self-starter with a passion for customer service, product knowledge, selling and you enjoy working with people, then we want you to be part of our team as a .Automotive I...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Relations Support Associate

Client Relations Support Associate

Vega InnovationsSan Bernardino, California, United States
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Vega Innovations, a professional marketing firm, is seeking a friendly Client Relations Support Associate in San Bernardino to support Frontier's connectivity campaigns. As a specialist in outreach ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Client Services Intern

Client Services Intern

AmeriLifeRiverside, CA, US
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Explore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Internet Client Advisor

Internet Client Advisor

BMW of RiversideRiverside, CA, US
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If you are an enthusiastic self-starter with a passion for customer service, product knowledge, selling and you enjoy working with people, then we want you to be part of our team as an Internet Cli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Outreach Representative

Client Outreach Representative

F3 Innovations, IncSan Bernardino, California, United States
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Client Outreach Representative in Riverside to lead our customer engagement.You'll educate the community about wireless options—think of the Community Outreach Specialist as a matchmaker between pe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate - NR

Client Service Associate - NR

Stifel FinancialRedlands, CA, US
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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 $47,800.00 / Yr. - USD $57,000.00 / 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.