Top 84 Client service associate non Jobs in Spokane Valley, Wa

Client Service Associate - Non-Registered
Stifel —Spokane, WA
- $45,000 - $59,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Clinical Supervisor - Children, Youth & Family - Mon-Fri 2PM-10:30PM
Frontier Behavioral Health —Spokane Valley, WA
- $36.57 - $48.06 an hour
- Full-time
- LMFT
- Hospital
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Clinical Supervisor-Mobile Community Assertive Treatment-Wed-Sat 12PM-10:30PM
Frontier Behavioral Health —Spokane Valley, WA
- $36.57 - $48.06 an hour
- Full-time
- LMFT
- Hospital
- Customer service
- Paid holidays
- Health insurance
Quick Apply
Employment & Corporate Counsel
Inland Imaging Business Associates, LLC —Spokane, WA
- $149,714.21 - $224,571.31 a year
- Full-time
- Background check
- 7 years
- Microsoft Excel
Quick Apply
12d
New York Life Accelerated Path to Management
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Spokane, WA
- $75,000 - $175,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
Clinicial Supervisor - Forensic PATH & Forensic HARPS
Frontier Behavioral Health —Spokane, WA
- $36.57 - $48.06 an hour
- Full-time
- LMFT
- Hospital
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
12d
Clinical Supervisor-988 Diversion-Mon- Fri 3PM-11:30PM
Frontier Behavioral Health —Spokane Valley, WA
- $36.57 - $48.06 an hour
- 8 hour shift
- LMFT
- Computer literacy
- Adults
- Paid holidays
- Health insurance
Quick Apply
Crisis Response Specialist (DCR II ) - Sunday-Wednesday - 9PM-7:30AM
Frontier Behavioral Health —Spokane Valley, WA
- $32.58 - $44.36 an hour
- Full-time
- LMFT
- Hospital
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Substance Use Disorder Professional - Permanent Supportive Trueblood Housing Team
Frontier Behavioral Health —Spokane, WA
- $25.53 - $40.48 an hour
- Full-time
- Addiction Medicine
- Hospital
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
Substance Use Disorder Professional - Homeless Outreach Stabilization Team (HOST)
Frontier Behavioral Health —Spokane, WA
- $25.53 - $40.48 an hour
- Full-time
- Addiction Medicine
- Adults
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Clinical Supervisor - Trueblood Housing - Permanent Supportive Housing Team
Frontier Behavioral Health —Spokane, WA
- $36.57 - $48.06 an hour
- Full-time
- LMFT
- Hospital
- Computer literacy
- Paid holidays
- Health insurance
Quick Apply
6d
Upholstery Production Associate
Union Gospel Mission of the Inland Northwest —Spokane, WA
- $17.86 - $19.29 an hour
- 8 hour shift
- Background check
- Microsoft Outlook
- Computer literacy
- 403(b) matching
- Disability insurance
6d
Sales Consultant - Spokane
Sysco —Spokane, WA
- Weekends as needed
- Marketing
- Computer literacy
- Restaurant management
- Mileage reimbursement
- Employee stock purchase plan
1d
Mental Health Counselor
Olympic Counseling Group. LLC —Washington State
- $80 - $125 an hour
- Part-time
- LMFT
- Mid-level
- Master's degree
Quick Apply
Teller
Columbia Banking System —Spokane Valley, WA
- $20 - $24 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
8d
Office Assistant 3 - Spokane Valley
State of Washington Dept. of Corrections —Spokane Valley, WA
- $3,849 - $5,124 a month
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
7d
Spokane - Supported Living Program Coordinator
Alpha Supported Living Services —Spokane, WA
- $27.00 - $32.60 an hour
- 18 years or older
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Hotel Reservations - Reservation Agent (PT&FT)
Kalispel Tribe of Indians —Airway Heights, WA
- Part-time
- Inventory management
- Computer literacy
- Basic math
Quick Apply
Associate Benefits Analyst, Employee Benefits
HUB International —Spokane, WA
- $30.76 - $35.89 an hour
- Online Application
- Microsoft Excel
- Writing skills
- Mid-level
- Health savings account
- Disability insurance
ENERGY SPECIALIST Seasonal
SPOKANE NEIGHBORHOOD ACTION PARTNERS —Spokane, WA
- $18.02 - $27.91 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Paid holidays
- Disability insurance
3d

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client service associate non jobs near spokane valley, wa

Client Service Associate - Non-Registered

Stifel -
Spokane, WA

Apply Now

Job Details

Full-time
$45,000 - $59,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
Life insurance
Prescription drug insurance

Qualifications

Customer communication
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:

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.
General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
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.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
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.
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:

Preferred: Series 7 & 63 or 66.

Systems & Technology:

Proficient in Microsoft Excel, Word, PowerPoint, Outlook. #LI-AS1

Compensation Range: Salary: USD $45,000.00/Yr. - USD $59,000.00/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 non jobs in spokane valley, wa

Client Service Associate - Non-Registered

Clinical Supervisor - Children, Youth & Family - Mon-Fri 2PM-10:30PM

Clinical Supervisor-Mobile Community Assertive Treatment-Wed-Sat 12PM-10:30PM

Employment & Corporate Counsel

New York Life Accelerated Path to Management

Clinicial Supervisor - Forensic PATH & Forensic HARPS

Clinical Supervisor-988 Diversion-Mon- Fri 3PM-11:30PM

Crisis Response Specialist (DCR II ) - Sunday-Wednesday - 9PM-7:30AM

Substance Use Disorder Professional - Permanent Supportive Trueblood Housing Team

Substance Use Disorder Professional - Homeless Outreach Stabilization Team (HOST)

Clinical Supervisor - Trueblood Housing - Permanent Supportive Housing Team

Upholstery Production Associate

Sales Consultant - Spokane

Mental Health Counselor

Teller

Office Assistant 3 - Spokane Valley

Spokane - Supported Living Program Coordinator

Hotel Reservations - Reservation Agent (PT&FT)

Associate Benefits Analyst, Employee Benefits

ENERGY SPECIALIST Seasonal

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