Client Service AssociatePermanent
Louisiana, New Orleans - 70113Job Simplification
The announced job offer is made public by the firm: Stifel and it was included in jobs list the date of: 2022-10-22 in the website greenenergyjobsonline.com.
It is announced that they have a job offer at the category of Array and the jobs location is in the state of Louisiana at the city New Orleans, in the country US - at this current ZipCode: 70113
The information residing in this page is not directly announced by our websites, we help users in the intent of finding the jobs they want and redirect them back to jobs8 for apropriate applying to any of the jobs listed on www.greenenergyjobsonline.com.
Job Overview
About Stifel
We are a 131 year old company that still thinks like a startup. We're looking for a professional who is ready to do what it takes to help our clients achieve their goals. It's that simple. That's our only measure of success. And it's why we free our associates to use our incredible breadth of resources to take initiative and do as they see best for clients. We're moving forward, together. If our commitment inspires you, we invite you to consider joining our team!
You'll play a pivotal role by partnering with Financial Advisors to deliver exceptional service to our clients. You will be responsible for organizing and maintaining a productive office workflow with an emphasis on creating and delivering exceptional client experiences that set us apart and make our clients love us (and you!). This position will consistently follow high standards of business and professional ethics, as well as legal and regulatory requirements when dealing with others and/or performing work activities.
If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you!
Summary
The Client Services Associate assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides overall customer service support to clients; and may enter trades as directed by the FA(s).
Major Duties
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.
Requirements
Series 7 and Series 66 preferred but not required.
2+ years general clerical experience required.
High school diploma required; college degree preferred.
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.
Basic understanding of operations system (i.e., forms and their purpose).
Ability to organize/prioritize
Practical problem solving
Strong focus on providing exemplary client service
Strong interpersonal skills
Strong communication skills (both written and verbal)
Excellent grammar and possess phone/office etiquette
Must be able to manage stress, meet strict deadlines under pressure, perform with a high degree of accuracy, and consistently provide excellent customer service.
Additional Information About Stifel
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
We are a 131 year old company that still thinks like a startup. We're looking for a professional who is ready to do what it takes to help our clients achieve their goals. It's that simple. That's our only measure of success. And it's why we free our associates to use our incredible breadth of resources to take initiative and do as they see best for clients. We're moving forward, together. If our commitment inspires you, we invite you to consider joining our team!
You'll play a pivotal role by partnering with Financial Advisors to deliver exceptional service to our clients. You will be responsible for organizing and maintaining a productive office workflow with an emphasis on creating and delivering exceptional client experiences that set us apart and make our clients love us (and you!). This position will consistently follow high standards of business and professional ethics, as well as legal and regulatory requirements when dealing with others and/or performing work activities.
If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you!
Summary
The Client Services Associate assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements; provides overall customer service support to clients; and may enter trades as directed by the FA(s).
Major Duties
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.
Requirements
Series 7 and Series 66 preferred but not required.
2+ years general clerical experience required.
High school diploma required; college degree preferred.
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.
Basic understanding of operations system (i.e., forms and their purpose).
Ability to organize/prioritize
Practical problem solving
Strong focus on providing exemplary client service
Strong interpersonal skills
Strong communication skills (both written and verbal)
Excellent grammar and possess phone/office etiquette
Must be able to manage stress, meet strict deadlines under pressure, perform with a high degree of accuracy, and consistently provide excellent customer service.
Additional Information About Stifel
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation's seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises. In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.
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.
Employer Overview
Stifel
Louisiana, New Orleans - 70113- Agency