Top 912 Client service associate Jobs in Chapel Hill, Nc

Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Bridge Engineer - Mid Level
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Bachelor of Science
- 11+ years
- Office
- Paid holidays
- Disability insurance
Senior Bridge Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid holidays
- Disability insurance
Quick Apply
Licensed Mental Health Therapist
McKee Collaborative Therapy —Durham, NC
- $68,000 - $120,000 a year
- Full-time
- Hybrid work
- Private practice
- LMFT
- Psychiatry
- Paid time off
- Flexible schedule
Quick Apply
12d
Senior Work Zone Traffic Control Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Bachelor of Science
- 11+ years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Water Resources/Hydraulic Engineer - Mid-Level
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Water Resources/Hydraulic Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- 5 years
- Office
- Master's degree
- Paid holidays
- Disability insurance
Principal Software Engineer
Relias US —Morrisville, NC
- $15,000 - $180,000 a year
- Full-time
- Hybrid work
- Azure
- Office
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Roadway Engineer - Mid Level
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid holidays
- Disability insurance
Quick Apply
Senior Roadway Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid holidays
- Disability insurance
Quick Apply
Sr Construction Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Paid holidays
- Disability insurance
Associate Veterinarian
Walnut Street Animal Hospital —Cary, NC
- $150,000 a year
- Weekends as needed
- Surgery
- Travel
- Patient care
- Health savings account
- Health insurance
Quick Apply
Water Treatment Engineer
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- 5 years
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
Quick Apply
Work Zone Traffic Control Engineer - Mid-Level
Whitman, Requardt & Associates, LLP —Raleigh, NC
- Full-time
- Bachelor of Science
- 11+ years
- Office
- Paid holidays
- Disability insurance
Quick Apply
Associate Veterinarian
SynergyVet —Durham, NC
- $125,000 - $150,000 a year
- Full-time
- In-person
- Entry level
- Continuing education credits
- Paid parental leave
Quick Apply
2d
Accelerated Path to Management
New York Life Insurance Company/NYLIFE Securities, LLC. —Raleigh, NC
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Recruiting
- Business
- Master of Business Administration
- Paid training
- Health savings account
Quick Apply
Maintenance Technician
Sonesta ES Suites Raleigh Durham Airport —Morrisville, NC
- Weekends as needed
- Carpentry
- Background check
- Basic math
- Employee discount
Quick Apply
Financial Advisor - Associate
Top Rank Advisors, LLC —Raleigh, NC
- $50,000 - $60,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Industrial Electrician
POWER ELECTRONICS —Durham, NC
- $33 - $35 an hour
- Full-time
- Mid-level
- Driver's License
- Travel
- Paid holidays
- Disability insurance
Quick Apply
Behavioral Therapist
The Bridge Consulting Group, LLC —Durham, NC
- $18 - $24 an hour
- Full-time
- 18 years or older
- Experience working with individuals with developmental disabilities
- Writing skills
Quick Apply

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client service associate jobs near chapel hill, nc

Client Service Associate - NR

Stifel -
Chapel Hill, NC

Apply Now

Job Details

Full-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).

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: 0-2 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 service associate jobs in chapel hill, nc

Client Service Associate - NR

Bridge Engineer - Mid Level

Senior Bridge Engineer

Licensed Mental Health Therapist

Senior Work Zone Traffic Control Engineer

Water Resources/Hydraulic Engineer - Mid-Level

Water Resources/Hydraulic Engineer

Principal Software Engineer

Roadway Engineer - Mid Level

Senior Roadway Engineer

Sr Construction Engineer

Associate Veterinarian

Water Treatment Engineer

Work Zone Traffic Control Engineer - Mid-Level

Associate Veterinarian

Accelerated Path to Management

Maintenance Technician

Financial Advisor - Associate

Industrial Electrician

Behavioral Therapist

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