Top 370 Client services specialist Jobs in Middletown, Ri

Client Service Associate
Stifel —Middletown, RI
- $62,700 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
3d
RN - Inpatient
SSTAR —Fall River, MA
- $27 - $48 an hour
- Full-time
- CPR Certification
- Management
- Addiction Medicine
- Continuing education credits
- Disability insurance
Quick Apply
Physical Therapy Support Specialist
Concentra —Providence, RI
- $18.18 - $23.63 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Commuter assistance
- Disability insurance
Career Specialist
Old Colony YMCA —Dartmouth, MA
- $18.00 - $24.04 an hour
- Part-time
- Microsoft Word
- Clean driving record
- Microsoft Outlook
Quick Apply
Master's Level Community Based Clinician
High Point & Affiliated Organizations —New Bedford, MA
- $33 - $39 an hour
- Full-time
- CPR Certification
- Computer literacy
- BLS Certification
- Continuing education credits
- Mileage reimbursement
Quick Apply
Property Research Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Research
- Office
- Communication skills
- Health insurance
- 401(k)
Quick Apply
Funding Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- 401(k)
Quick Apply
Real Estate Title Closing Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Mitigation crew lead, (chief) Water / Fire - Experience required - Signing bonus for IICRC
DISASTER SPECIALISTS —New Bedford, MA
- $28 - $32 an hour
- Full-time
- Background check
- Clean driving record
- Military
- Paid training
- Health insurance
Quick Apply
1d
Recording/ Quality Control Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Office
- Communication skills
- Banking
- Health insurance
- 401(k)
Quick Apply
Post-Closing Specialist
The Silk Companies LLC —Warwick, RI
- $17 - $21 an hour
- Full-time
- Mid-level
- Office
- Communication skills
- Health insurance
- 401(k)
Quick Apply
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
HUD Certified Housing Counselor
Catholic Charities of the Diocese of Fall River —New Bedford, MA
- $20 an hour
- Part-time
- Bilingual
- Background check
- Mid-level
- Mileage reimbursement
- Health insurance
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
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
Surplus Lines Tax Filings Specialist
WAHVE —Newport, RI
- Part-time
- Remote
- Research
- Senior level
- Commercial
- Health insurance
- 401(k)
Field Automation Specialist
Accelera —East Providence, RI
- $19.00 - $40.70 an hour
- Full-time
- Clean driving record
- Mid-level
- High school diploma or GED
Quick Apply
Behavioral Consultant- Licensed Psychologist or BCBA
Advocates —Fall River, MA
- $87,500 - $93,000 a year
- Full-time
- Management
- Mid-level
- Master's degree
Registered Nurse (RN)
Elwyn —New Bedford, MA
- On call
- Nursing
- Clean driving record
- RN License
- Paid training
- Health insurance
Quick Apply
Bilingual Multi-Location Customer Service Specialist (Spanish or Portuguese)
Sherwin-Williams —Narragansett, RI
- $19.30 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
- Paid parental leave
- Disability insurance

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client services specialist jobs near middletown, ri

Client Service Associate

Stifel -
Middletown, RI

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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 services specialist jobs in middletown, ri

Client Service Associate

RN - Inpatient

Physical Therapy Support Specialist

Career Specialist

Master's Level Community Based Clinician

Property Research Specialist

Funding Specialist

Real Estate Title Closing Specialist

Mitigation crew lead, (chief) Water / Fire - Experience required - Signing bonus for IICRC

Recording/ Quality Control Specialist

Post-Closing Specialist

Housing Counseling Supervisor

HUD Certified Housing Counselor

ACT I Community Support Treatment Specialist

HUD Certified Housing Counselor Supervisor

Surplus Lines Tax Filings Specialist

Field Automation Specialist

Behavioral Consultant- Licensed Psychologist or BCBA

Registered Nurse (RN)

Bilingual Multi-Location Customer Service Specialist (Spanish or Portuguese)

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