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Client Accounts Associate Jobs in Michigan (NOW HIRING)

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Holland, MI

$13.50 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

Stifel

Client Service Associate - NR

Holland, MI · On-site

$13.50 - $18.75/hr

Perform clerical functions related to opening client accounts and ongoing account coding based on ... Associates may not volunteer quote or other stock information to clients. * Provide reports and ...

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Client Service Associate - Part-time

Grand Rapids, MI

Stifel
Commercial Banking • 201 - 500 employees
Learn more about Stifelexternal

Part-time

Re-posted 8 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Company Description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company's customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service
regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.



Job Description

Part-Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Please apply by visiting
www.stifel.com/careers.

Job Duties:

  • Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.

  • Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.

  • Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).

  • Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.

  • Provides reports and other information to FA(s), as needed.

  • Organizes and assists with branch meetings, client events, and seminars.

  • Front reception: answering phones and greeting clients.

  • Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer




Qualifications

Extremely organized, attention to detail, dependable, and a quick learner.

What Stifel employees say

Pay

Benefits

Hours and flexibility

Workplace

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