Top 42 Client services associate Jobs in Durham Nc

Client Service Associate - NR
Stifel —Chapel Hill, NC
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Experience Associate and Executive Assistant
Woodward Financial Advisors —Chapel Hill, NC
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Inventory management
- Mid-level
- Office
- Free parking
- Paid parental leave
Quick Apply
Client Services Associate/Trader
Hilltop Wealth Advisors, LLC —Chapel Hill, NC
- $50,000 - $65,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate - MoneyGuide
Envestnet —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Paid parental leave
- Disability insurance
Client Success Manager
K4Connect —Raleigh, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Paid parental leave
- Health savings account
Client Success Associate (CSA)
Think Tech Advisors —Raleigh, NC
- Full-time
- Mid-level
- Office
- Travel
- Paid time off
Client Service Representative
VCA Animal Hospitals —Chapel Hill, NC
- Full-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Registered Client Service Associate - Raleigh, NC
LPL Employee Services —Raleigh, NC
- $25.85 - $43.08 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Paid time off
Quick Apply
Client Services Program Manager
Reworld Projects, LLC —Raleigh, NC
- $62,100 - $82,700 a year
- Full-time
- Pass drug screening
- Mid-level
- Microsoft Office
- Paid parental leave
- Health savings account
Quick Apply
Client Services Manager - Assistant Manager - Aventon Cary
Pegasus Residential, LLC —Cary, NC
- Bilingual
- Mid-level
- High school diploma or GED
Quick Apply
Client Services Specialist
Baileys Jewelry Management Inc —Raleigh, NC
- Extended hours
- Customer service
- Administrative experience
- Communication skills
Quick Apply
Senior Corporate Client Specialist
First Horizon Bank —Raleigh, NC
- Office
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Client Service Specialist, Business Insurance
Marsh McLennan Agency —Durham, NC
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- High school diploma or GED
- Tuition reimbursement
Sr. Copay Program Manager, Client Services
Valeris, Inc. —Raleigh, NC
- Full-time
- Background check
- 5 years
- Pass drug screening
- Health savings account
- AD&D insurance
Quick Apply
7d
Associate Director, Client Services
Kobie Marketing —Raleigh, NC
- Full-time
- Remote
- Marketing
- 8 years
- Analysis skills
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Raleigh, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Trading and Client Services Representative
First Citizens Bank —Raleigh, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Expert Client Success Manager
Veradigm —Raleigh, NC
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- US work authorization
- Health insurance
- Dental insurance
Premier Client Banker
First Citizens Bank —Raleigh, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Full-Time Client Service Representative
VCA Animal Hospitals —Raleigh, NC
- From $16 an hour
- Full-time
- Cleaning
- Guest services
- Communication skills
- Wellness program
- Paid parental leave
1d

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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 services associate jobs in durham nc

Client Service Associate - NR

Client Experience Associate and Executive Assistant

Client Services Associate/Trader

Client Service Associate - MoneyGuide

Client Success Manager

Client Success Associate (CSA)

Client Service Representative

Registered Client Service Associate - Raleigh, NC

Client Services Program Manager

Client Services Manager - Assistant Manager - Aventon Cary

Client Services Specialist

Senior Corporate Client Specialist

Client Service Specialist, Business Insurance

Sr. Copay Program Manager, Client Services

Associate Director, Client Services

Registered Wealth Management Client Associate

Trading and Client Services Representative

Expert Client Success Manager

Premier Client Banker

Full-Time Client Service Representative

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