Top 644 Client service associate Jobs in Fall River, Ma

Client Service Associate
Stifel —Middletown, RI
- $62,700 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d
Business Operations Coordinator (Administrative Assistant), Imaging Services
Southcoast Health System, Inc. —Fall River, MA
- $20.64 - $35.22 an hour
- Overtime
- Microsoft Excel
- Hospital
- 5 years
- 403(b) matching
- Tuition reimbursement
Experienced Worker's Compensation Paralegal
Frank S Lombardi Law Associates, P.C. —Cranston, RI
- $57,755.08 - $69,554.51 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
1d
Physical Therapist Part or Full Time, FFS
Associates for Human Services, Inc. —Taunton, MA
- $40.50 - $75.00 an hour
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Office
- Mileage reimbursement
- Paid holidays
Quick Apply
2d
Senior Family Law Attorney (5+ Years Experience) | Lead Turco Legal's Expansion into Rhode Island
Turco Legal, PC —Providence, RI
- $125,000 - $225,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Board Certified Behavior Analyst (BCBA)
Community Autism Services —New Bedford, MA
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Spanish
- Management
- Clinic
- Mileage reimbursement
- Disability insurance
Quick Apply
Board Certified Behavior Analyst (BCBA)
Community Autism Services —Dartmouth, MA
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Spanish
- Management
- Clinic
- Mileage reimbursement
- Disability insurance
Quick Apply
Hybrid Insurance Agent- Fairhaven
AAA Northeast —Fairhaven, MA
- From $25.75 an hour
- Full-time
- Hybrid work
- Customer service
- Research
- Mid-level
- Disability insurance
- Health insurance
1d
Housing Counseling Supervisor
Catholic Charities of the Diocese of Fall River —Fall River, MA
- $48,000 - $53,500 a year
- Full-time
- Bilingual
- Classroom
- Clean driving record
Quick Apply
3d
ACCS/YCCS Registered Nurse
CHILD & FAMILY SERVICES INC —New Bedford, MA
- $34 - $38 an hour
- Overnight shift
- Acute care
- Spanish
- Nursing
- Travel reimbursement
- Mileage reimbursement
Quick Apply
ACT I Community Support Treatment Specialist
East Bay Community Action Program —Barrington, RI
- Full-time
- Spanish
- Clean driving record
- Writing skills
- 403(b) matching
- Mileage reimbursement
Quick Apply
14d
Behavioral Health Technician
Bridgemark, Inc —Warwick, RI
- From $18 an hour
- Part-time
- CPR Certification
- Medication administration
- Adults
- Paid time off
- Professional development assistance
Quick Apply
Attorney (Workers' Compensation)
Litchfield Cavo LLP —Providence, RI
- $105,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
MA Inside Sales Insurance Trainee - Personal Lines
AAA Northeast —Massachusetts
- $23.75 - $28.75 an hour
- Online Application
- Remote
- Sales
- Customer service
- Research
- Paid training
- Wellness program
22h
Interior Designer
La-Z-Boy Inc. —Warwick, RI
- $70,000 - $100,000 a year
- Weekends as needed
- Pass drug screening
- Mid-level
- Residential
- Paid training
- Health savings account
Quick Apply
13d
HUD Certified Housing Counselor Supervisor
Catholic Charities of the Diocese of Fall River, MA —New Bedford, MA
- $48,000 - $53,500 a year
- Full-time
- Hybrid work
- Background check
- Clean driving record
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
Licensed Clinical Social Worker
Healthcare Management Advisors —Central Falls, RI
- $40 - $50 an hour
- Full-time
- Microsoft Word
- School experience
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
HYBRID Inside Sales Insurance Agent Trainee - Personal Lines
AAA Northeast —Providence, RI
- $23.75 - $28.75 an hour
- Online Application
- Hybrid work
- Office
- High school diploma or GED
- Travel
- Paid training
- Wellness program
22h
Verizon Associate
Confidential —Pawtucket, RI
- $850 - $1,450 a week
- Full-time
- Continuous improvement
- In-person
- Entry level
- Opportunities for advancement
Quick Apply
Behavioral Specialist- All Shifts (1 yr exp)
James L. Maher Center —Barrington, RI
- $22 an hour
- Part-time
- Background check
- 18 years or older
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply

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client service associate jobs near fall river, ma

Client Service Associate

Stifel -
Middletown, RI

Apply Now

Job Details

Full-time
$62,700 a year
3 days ago

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 $41,900.00/Yr. - USD $62,700.00/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 fall river, ma

Client Service Associate

Business Operations Coordinator (Administrative Assistant), Imaging Services

Experienced Worker's Compensation Paralegal

Physical Therapist Part or Full Time, FFS

Senior Family Law Attorney (5+ Years Experience) | Lead Turco Legal's Expansion into Rhode Island

Board Certified Behavior Analyst (BCBA)

Board Certified Behavior Analyst (BCBA)

Hybrid Insurance Agent- Fairhaven

Housing Counseling Supervisor

ACCS/YCCS Registered Nurse

ACT I Community Support Treatment Specialist

Behavioral Health Technician

Attorney (Workers' Compensation)

MA Inside Sales Insurance Trainee - Personal Lines

Interior Designer

HUD Certified Housing Counselor Supervisor

Licensed Clinical Social Worker

HYBRID Inside Sales Insurance Agent Trainee - Personal Lines

Verizon Associate

Behavioral Specialist- All Shifts (1 yr exp)

I want to receive the latest job alert for client service associate in fall river, ma

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