Top 300 Client Service Associate Jobs in Goshen, NY

Non Registered - Client Service Associate
Stifel —Goshen, NY
- $39,800 - $59,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Retail Associate - Woodbury Common Premium Outlet
Aritzia —Central Valley, NY
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
HVAC Service Manager
Gold Medal Service —Hillburn, NY
- $85,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Residential
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Estimator
County Draperies Inc. —Middletown, NY
- $60,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
5d
Truck Driver - CDL Class A - Penske Logistics
Penske Truck Leasing and Logistics —Chester, NY
- $92,000 a year
- Full-time
- Ability to walk for extended periods
- DOT physical examination
- Local
- AD&D insurance
- Paid holidays
12d
Truck Driver - Local Class A - Penske Logistics
Penske Truck Leasing and Logistics —Newburgh, NY
- $86,476 a year
- Full-time
- Hazmat Endorsement
- Customer service
- Ability to walk for extended periods
- AD&D insurance
- Paid holidays
Entry Level Marketing and Sales Representative
Skyline Associates —Port Jervis, NY
- $700 - $1,600 a week
- Full-time
- Hospitality
- Customer service
- High school diploma or GED
- Paid training
- 401(k)
Quick Apply
Truck Driver - Local Class A - Penske Logistics
Penske Truck Leasing and Logistics —Newburgh, NY
- $86,476 a year
- Part-time
- Hazmat Endorsement
- Customer service
- Ability to walk for extended periods
- AD&D insurance
- Paid holidays
Truck Driver - CDL Class B Hazmat - Penske Logistics
Penske Truck Leasing and Logistics —Newburgh, NY
- $78,000 a year
- Full-time
- CDL B
- Hazmat Endorsement
- Customer service
- AD&D insurance
- Paid holidays
3d
Citizen Watch Co Woodbury Common Premium Outlets - Part-Time Keyholder
Citizen Watch America —Central Valley, NY
- $17 - $18 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
Quick Apply
Truck Driver - CDL Class A - Penske Logistics
Penske Truck Leasing and Logistics —Montgomery, NY
- $36.85 an hour
- Overtime
- Customer service
- Ability to walk for extended periods
- DOT physical examination
- AD&D insurance
- Disability insurance
14d
Vacation Travel Advisor
Rich Products Corporation —New York State
- $44,030 - $59,570 a year
- Sales
- Mid-level
- Quality control
- Health insurance
- Paid time off
Truck Driver - CDL Class B Hazmat - Penske Logistics
Penske Truck Leasing and Logistics —Newburgh, NY
- $73,476 a year
- Full-time
- CDL B
- Hazmat Endorsement
- Customer service
- AD&D insurance
- Paid holidays
6d
Associate Clinical Consultant or Clinical Consultant ( Eastern Long Island, NY region) - Johnson & Johnson MedTech – Heart Recovery
Johnson & Johnson Services, Inc. —New City, NY
- $110,000 - $135,000 a year
- Full-time
- Background check
- 18 years or older
- Up to 50% travel
- Paid holidays
- Disability insurance
3d
Financial Advisor
Edward Jones —Warwick, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
PROS Employment Specialist
Access: Supports for Living —New Windsor, NY
- $21 an hour
- Full-time
- Office
- Driver's License
- Business
Quick Apply
Financial Advisor
Edward Jones —Port Jervis, NY
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Account Associate - State Farm Agent Team Member
Joel Mermelstein - State Farm Agent —Port Jervis, NY
- $50,000 - $75,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Marketing
- Health insurance
- Dental insurance
Quick Apply
3d
Bilingual Medical Office Receptionist
Endocrine Associates of Rockland, LLP —Pomona, NY
- From $18 an hour
- Full-time
- Private practice
- Spanish
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Retail Coverage Merchandiser
ACO-US —Chester, NY
- $16.50 an hour
- Part-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Mileage reimbursement
- Health insurance
Quick Apply

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Client Service Associate jobs near Goshen, NY

Non Registered - Client Service Associate

Stifel -
Goshen, NY

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Job Details

Full-time
$39,800 - $59,500 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

Administrative experience
High school diploma or GED
Clerical experience

Full 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 (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

#LI-LL1

Compensation Range: Salary: USD $39,800.00/Yr. - USD $59,500.00/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 Now

Refine Your Search

Client Service Associate jobs in Goshen, NY

Non Registered - Client Service Associate

Retail Associate - Woodbury Common Premium Outlet

HVAC Service Manager

Estimator

Truck Driver - CDL Class A - Penske Logistics

Truck Driver - Local Class A - Penske Logistics

Entry Level Marketing and Sales Representative

Truck Driver - Local Class A - Penske Logistics

Truck Driver - CDL Class B Hazmat - Penske Logistics

Citizen Watch Co Woodbury Common Premium Outlets - Part-Time Keyholder

Truck Driver - CDL Class A - Penske Logistics

Vacation Travel Advisor

Truck Driver - CDL Class B Hazmat - Penske Logistics

Associate Clinical Consultant or Clinical Consultant ( Eastern Long Island, NY region) - Johnson & Johnson MedTech – Heart Recovery

Financial Advisor

PROS Employment Specialist

Financial Advisor

Account Associate - State Farm Agent Team Member

Bilingual Medical Office Receptionist

Retail Coverage Merchandiser

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