Top 166 Client services associate Jobs in White Plains Ny

Client Service Associate
Stifel —White Plains, NY
- $43,800 - $65,500 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Service Associate
Twenty Four Wealth Management —Darien, CT
- $65,000 - $80,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid training
- Paid holidays
Quick Apply
Digital Sales & Customer Service
Salesone LLC —Norwalk, CT
- Up to $20 an hour
- Full-time
- Sales
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Registered Private Client Associate - Hackensack, NJ
Janney Montgomery Scott LLC —Hackensack, NJ
- $50,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Disability insurance
Quick Apply
Client Care Coordinator
Choice Of New Rochelle In —White Plains, NY
- $36,500 - $40,000 a year
- Full-time
- Spanish
- Working with individuals with disabilities
- Computer literacy
Quick Apply
Client Services Associate
Tradition Energy —Stamford, CT
- Bachelor's degree
- Business
- Communication skills
- 401(k) matching
Client Service and Operations Associate - Hightower Westchester
HighTower Advisors —Harrison, NY
- $85,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Paid parental leave
- Health savings account
Quick Apply
Client Success Associate
Realty Plans —Stamford, CT
- $22 an hour
- Full-time
- High school diploma or GED
- Computer skills
- Communication skills
- Paid time off
- Opportunities for advancement
Quick Apply
Client Services Associate
Medicare Rights Center —New York, NY
- $45,000 - $50,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
7d
Client Specialist Key
Talbots —White Plains, NY
- $18.00 - $22.50 an hour
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
10d
Client Services Associate
Westwood Regional Veterinary Hospital —Westwood, NJ
- $20 - $25 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Cleaning
- Paid holidays
- Health insurance
Quick Apply
3h
Client Service Associate
Kestra Financial —New York, NY
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Private Client Services Manager
Gallagher —Rye Brook, NY
- $65,500 - $127,500 a year
- High school diploma or GED
- Supervising experience
- Bachelor's degree
Client Services Associate
Epsilon —New York, NY
- $56,000 - $84,000 a year
- Email
- Hybrid work
- Sales
- Mid-level
- Contracts
- Commuter assistance
- Paid holidays
Wealth Management Client Associate
Bank of America —Greenwich, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Engagement Associate
Valitana LLC —Stamford, CT
- $85,000 - $105,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
Client Services Associate
TransPerfect —New York, NY
- $48,000 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Luxury Transportation Client Services Coordinator
A & P Lux Transportation LLC. —Bronx, NY
- $24.40 - $28.70 an hour
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Client Service Associate
Morgan Stanley —New York, NY
- $35,360 - $90,000 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Client Service Associate
The Wealth Alliance —Melville, NY
- $80,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)
Quick Apply

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Client Service Associate

Stifel -
White Plains, NY

Apply Now

Job Details

Full-time
$43,800 - $65,500 a year

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 $43,800.00/Yr. - USD $65,500.00/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 associate jobs in white plains ny

Client Service Associate

Client Service Associate

Digital Sales & Customer Service

Registered Private Client Associate - Hackensack, NJ

Client Care Coordinator

Client Services Associate

Client Service and Operations Associate - Hightower Westchester

Client Success Associate

Client Services Associate

Client Specialist Key

Client Services Associate

Client Service Associate

Private Client Services Manager

Client Services Associate

Wealth Management Client Associate

Client Engagement Associate

Client Services Associate

Luxury Transportation Client Services Coordinator

Client Service Associate

Client Service Associate

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