Top 71 Client service associate non Jobs in Tulsa, Ok

Client Service Associate - Non-Registered
Stifel —Tulsa, OK
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Operations Associate - Part Time
Sephora —Tulsa, OK
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Customer Technical Support
Expert TA —Tulsa, OK
- High school diploma or GED
- Associate's degree
- Communication skills
Office Manager
Airgas —Tulsa, OK
- Full-time
- Customer service
- Bachelor of Science
- Mid-level
- Paid jury duty
- Commuter assistance
Quality Support Specialist (QSS) - Tulsa, OK
Customer Engineering Services —Tulsa, OK
- $25 - $30 an hour
- Weekends as needed
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Quick Apply
Registered Nurse, RN Night
Family & Childrens Services, Inc. —Tulsa, OK
- From $37 an hour
- 12 hour shift
- Nursing
- Psychiatry
- RN License
- Disability insurance
- Health insurance
Quick Apply
Electrical Project Manager - Mission Critical Construction
P1 Construction, LLC. —Tulsa, OK
- Full-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
Truck Driver - OTR Class A - Penske Logistics
Penske Truck Leasing and Logistics —Tulsa, OK
- $92,500 a year
- Full-time
- Ability to walk for extended periods
- No touch freight
- DOT physical examination
- AD&D insurance
- Paid holidays
Electrical Assistant Project Manager - Mission Critical Construction
P1 Construction, LLC. —Tulsa, OK
- Full-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
Accounts Receivable Clerk - Full Time - Tulsa Ok - Bilingual required
Spectrum Paint Company Inc —Tulsa, OK
- $15.25 - $15.50 an hour
- Full-time
- Background check
- Spanish
- Basic math
Quick Apply
9d
Restaurant Manager- Fat Guys- Tulsa Airport
Areas USA, Inc —Tulsa, OK
- Fast casual restaurant
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Lead Service Technician
Staffmark —Tulsa, OK
- $32 - $40 an hour
- Full-time
- 6 years
- Customer service
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
13d
Electrical Entry Project Manager - Mission Critical Construction
P1 Construction, LLC. —Tulsa, OK
- Full-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
Electrical Assistant Project Manager QA QC - Mission Critical Construction
P1 Construction, LLC. —Tulsa, OK
- Full-time
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Health savings account
Quick Apply
Epic Resolute Hospital Billing Associate Analyst
Deloitte —Tulsa, OK
- $50,000 - $60,000 a year
- Full-time
- Computer Science
- Mid-level
- Bachelor's degree
1d
Customer Service Supervisor
PetSuites —Tulsa, OK
- Weekends as needed
- Mid-level
- Supervising experience
- Conflict management
- Paid training
- Disability insurance
Quick Apply
Groom Tech in Training, Petsense
Tractor Supply Company —Sapulpa, OK
- Overtime
- Computer literacy
- High school diploma or GED
- Computer skills
- Paid parental leave
- Disability insurance
Manufacturing Quality Inspector - Level 2- GO
SQA Services —Tulsa, OK
- $0.70 per mile
- 8 hour shift
- 5 years
- Mid-level
- In-person
Quick Apply
9d
Associate Teacher
TULSA EDUCARE INC —Tulsa, OK
- Full-time
- Classroom
- CPR Certification
- Mid-level
Quick Apply
Family Navigator - Bilingual
Tulsa Health Department —Tulsa, OK
- $36,261.52 a year
- Full-time
- Spanish
- Writing skills
- HIPAA

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client service associate non jobs near tulsa, ok

Client Service Associate - Non-Registered

Stifel -
Tulsa, OK

Apply Now

Job Details

Full-time

Benefits

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

Qualifications

Customer communication
Administrative experience
High school diploma or GED
Office 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 administrative 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 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 service. 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 administrative/related industry experience

Systems & Technology:

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

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 tulsa, ok

Client Service Associate - Non-Registered

Operations Associate - Part Time

Customer Technical Support

Office Manager

Quality Support Specialist (QSS) - Tulsa, OK

Registered Nurse, RN Night

Electrical Project Manager - Mission Critical Construction

Truck Driver - OTR Class A - Penske Logistics

Electrical Assistant Project Manager - Mission Critical Construction

Accounts Receivable Clerk - Full Time - Tulsa Ok - Bilingual required

Restaurant Manager- Fat Guys- Tulsa Airport

Lead Service Technician

Electrical Entry Project Manager - Mission Critical Construction

Electrical Assistant Project Manager QA QC - Mission Critical Construction

Epic Resolute Hospital Billing Associate Analyst

Customer Service Supervisor

Groom Tech in Training, Petsense

Manufacturing Quality Inspector - Level 2- GO

Associate Teacher

Family Navigator - Bilingual

I want to receive the latest job alert for client service associate non in tulsa, ok

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