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Stephens Jobs in Florida (NOW HIRING)

Symmetry

Remote Insurance Sales Representative

Tampa, FL · On-site

$60K - $200K/yr

Sets and keeps daily/weekly goals Troy Stephens | Regional Sales Manager No agents success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve ...

Symmetry

Remote Insurance Sales Representative

Tampa, FL · On-site +1

$60K - $200K/yr

Sets and keeps daily/weekly goals Troy Stephens | Regional Sales Manager No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve ...

NurseCore

HomeCare Nurse

Saint Petersburg, FL · On-site

$28 - $33/hr

Largo - Rides transport to Paul B Stephens Shift: 8:30 AM - 6:00 PM | 5 days a week Client: 11-year-old child with specialized care needs Pay range $28-$33 We are seeking a compassionate and ...

NurseCore

HomeCare Nurse

Saint Petersburg, FL · On-site

Largo - Rides transport to Paul B Stephens Shift: 8:30 AM - 6:00 PM | 5 days a week Client: 11-year-old child with specialized care needs Pay range $28-$33 We are seeking a compassionate and ...

NurseCore

HomeCare Nurse

Saint Petersburg, FL · On-site

$28 - $33/hr

Largo - Rides transport to Paul B Stephens Shift: 8:30 AM - 6:00 PM | 5 days a week Client: 11-year-old child with specialized care needs Pay range $28-$33 We are seeking a compassionate and ...

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Stephens information

What is a Stephens?

Stephens is not typically recognized as a job title. It may refer to a person's name or a company, such as Stephens Inc., which is a privately held financial services firm. If you are referring to a role within Stephens Inc., the job titles can range from financial analyst to investment banker. Please clarify your query if you are seeking information on a specific job or position related to 'Stephens.'

What are the key skills and qualifications needed to thrive as a Stephens?

I'm sorry, but 'Stephens' is not a recognized professional job title, so I cannot provide an accurate response.

What are some common challenges faced by investment banking analysts at Stephens, and how can new hires prepare for them?

Investment banking analysts at Stephens often encounter high-pressure deadlines, long work hours, and the need to juggle multiple complex projects simultaneously. New hires can prepare by developing strong time management skills, becoming proficient in financial modeling, and maintaining a keen attention to detail. Building strong relationships within your team and being proactive in asking questions can also help you quickly adapt to the fast-paced environment and deliver quality work under tight timelines.

What is the difference between Stephens vs Financial Analyst?

CriteriaStephensFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; relevant certificationsBachelor's degree in finance, accounting, or related field; often CFA or CPA certifications
Work EnvironmentInvestment firms, banks, or financial services companiesCorporations, investment firms, or consulting agencies
Employer & Industry UsageUsed by Stephens Inc. and similar investment firmsCommon across finance, banking, and corporate sectors
Common Search & ComparisonOften compared for roles in investment banking and securitiesCompared for financial planning and corporate finance roles

Stephens and Financial Analyst roles share similar educational backgrounds and work environments, often found in financial services. While Stephens is a specific firm, the Financial Analyst title is more general, used across various industries. Both roles require strong analytical skills and relevant certifications, but their specific duties and employer types differ slightly based on the setting.

What are popular job titles related to Stephens jobs in Florida?

For Stephens jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Stephens jobs in Florida look for?

The top searched job categories for Stephens jobs in Florida are:

Stephens jobs near you
Infographic showing various Stephens job openings in Florida as of August 2026, with employment types broken down into 2% As Needed, 76% Full Time, 21% Part Time, and 1% Temporary. Highlights an 97% Physical, and 3% Remote job distribution.

Client Service Associate

Vodia Ventures

West Palm Beach, FL • On-site

$70K - $90K/yr

Other

Re-posted 3 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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