Top 45 Client associate Jobs in Ames, Ia

Part-time Client Service Associate - NR
Stifel —Ames, IA
- Part-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Fulfillment and Administrative Associate
Accord Technologies —Ames, IA
- $15 - $18 an hour
- Part-time
- Google Workspace
- Office
- Microsoft Office
Quick Apply
Associate Banker
BMO Financial Group —Ames, IA
- $41,714 - $50,000 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
13d
Life Insurance Associate
Edion Staffing Agency —Iowa
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
9d
Associate Attorney
IsoTalent —Iowa
- $150,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Customer Support Representative
ICONMA, LLC —Johnston, IA
- $18.78 an hour
- Contract
- Residential
- Conflict management
- Communication skills
- Health insurance
- Opportunities for advancement
Quick Apply
5d
Retail Associate Full Time
Buff City Soap Franchise —Ankeny, IA
- $12 - $14 an hour
- Email
- Ability to walk for extended periods
- Computer literacy
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Quick Apply
Maintenance Associate
CBRE —Slater, IA
- Online Application
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Paid holidays
- Health insurance
13d
Sales and Customer Service Associate
Massage Envy —Ankeny, IA
- $15 - $17 an hour
- Weekends as needed
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Seasonal Stockroom Operations Associate
KOHLS —Ames, IA
- From $13.25 an hour
- Weekends as needed
- Writing skills
- 16+ years old
- Communication skills
10d
Transaction Associate Manager
Cushman & Wakefield —Ankeny, IA
- $63,750 - $75,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- 3 years
- Health savings account
- Disability insurance
Quick Apply
10d
Tax Associate
H&R Block —Ames, IA
- Weekends as needed
- Office
- Finance
- High school diploma or GED
13d
Customer Operations Manager
AG EXPRESS ELECTRONICS INC —Des Moines, IA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
6d
Fitness Associate - Certified Stretch Practitioner - Part Time
Stretch Zone - 1020 —Ankeny, IA
- $18 - $20 an hour
- Part-time
- Reliable transportation
- Entry level
- Paid training
- Health insurance
Quick Apply
Retail Sales Associate Part Time
Sun Tan City - Dual Leverage Group —Ankeny, IA
- $11 - $15 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- US work authorization
- 401(k) matching
- Employee discount
Quick Apply
Sales Associate
Sun Tan City - Dual Leverage Group —Ankeny, IA
- $11 - $13 an hour
- Part-time
- Ability to walk for extended periods
- Computer literacy
- No experience needed
- Wellness program
- Employee discount
Quick Apply
Associate Veterinarian
COMPANION ANIMAL CLINIC —Gilbert, IA
- Full-time
- Mid-level
- Medical-surgical
- Pre-employment physical examination
- Health insurance
- Paid time off
Quick Apply
4d
Retail Store Sales Associate (Part-Time) - Christopher & Banks
Christopher & Banks —Ankeny, IA
- $13 an hour
- Part-time
- Microsoft Outlook
- Merchandising
- High school diploma or GED
- 401(k)
- 401(k) matching
Commissioned Sales Associate
Warners Stellian Co Inc —Ankeny, IA
- From $55,000 a year
- Weekends as needed
- Computer literacy
- Computer skills
- Entry level
- Disability insurance
- Dental insurance
Quick Apply
Retail Scan Associate (ANKENY IA 50021)
ScanScape —Ankeny, IA
- $16 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Driver's License
- Travel reimbursement
- 401(k) matching
Quick Apply

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Part-time Client Service Associate - NR

Stifel -
Ames, IA

Apply Now

Job Details

Part-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life 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:

The 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). Part-time with the potential to transition to full-time based on branch needs.

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

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 associate jobs in ames, ia

Part-time Client Service Associate - NR

Fulfillment and Administrative Associate

Associate Banker

Life Insurance Associate

Associate Attorney

Customer Support Representative

Retail Associate Full Time

Maintenance Associate

Sales and Customer Service Associate

Seasonal Stockroom Operations Associate

Transaction Associate Manager

Tax Associate

Customer Operations Manager

Fitness Associate - Certified Stretch Practitioner - Part Time

Retail Sales Associate Part Time

Sales Associate

Associate Veterinarian

Retail Store Sales Associate (Part-Time) - Christopher & Banks

Commissioned Sales Associate

Retail Scan Associate (ANKENY IA 50021)

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