Client service associate Jobs in Stockton, CA
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Client service associate • stockton ca
Last updated: 7 hours ago
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...Show moreLast updated: 16 days ago
We are currently looking for individuals to fulfill Part-Time and Full-Time Client Solutions Jobs.No experience is required to apply for the position.
Training is provided through former experienced...Show moreLast updated: 14 days ago
No experience requited, hiring immediately, appy now.All Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customer...Show moreLast updated: 21 days ago
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
A company is looking for a Client Service Manager to support retirement plan clients and advisors.Key Responsibilities Act as the primary contact for retirement small business clients and advisor...Show moreLast updated: 3 days ago
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...Show moreLast updated: 10 hours ago
No experience requited, hiring immediately, appy now.This position contributes to Starbucks success by providing legendary customer service to all customers.
This job creates the Starbucks Experienc...Show moreLast updated: 11 hours ago
The Client Success Director (CSD), Salesforce Practice, leads a Client Success team within Verndale's Salesforce practice and directly manages a portfolio of high-value accounts.The CSD is accounta...Show moreLast updated: 30+ days ago
No experience requited, hiring immediately, appy now.We offer a flexible schedule, insurance benefits, and a fast paced exciting work place where you can refine your skills.Our store employees are ...Show moreLast updated: 21 days ago
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...Show moreLast updated: 15 days ago
We are a sales consulting company that partners with industry leaders in the telecommunications field, utilizing our personalized sales and marketing strategies to drive their goals and growth.We’r...Show moreLast updated: 3 days ago
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
Account Manager - Client Accounting Services.Prager Metis Role : Account Manager - Client Accounting Services Location : Remote Duration : Full Time / Permanent About Us : We commit to the highest standa...Show moreLast updated: 7 hours ago
Job share URL Featured Job Allows Referral Featured Job Allows Referral.Customer Service Associate - Temporary | Walgreens.Show moreLast updated: 30+ days ago
No experience requited, hiring immediately, appy now.Full and part time postions available.We offer a flexible schedule, insurance benefits, and a fast paced exciting work place where you can refin...Show moreLast updated: 13 hours ago
Account Manager - Client Accounting Services.Prager Metis Role : Account Manager - Client Accounting Services Location : Remote Duration : Full Time / Permanent About Us : We commit to the highest standa...Show moreLast updated: 30+ days ago
Client Exec Focus, Account Dev - Direct Sales.At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation.
We are consistently exploring new technologie...Show moreLast updated: 30+ days ago
You Bring the Drive We'll Show You the Way.Looking for more than just another job? You might be who we're looking for.We're hiring individuals who want the freedom to work from anywhere, the tools...Show moreLast updated: 30+ days ago
No experience requited, hiring immediately, appy now.All Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customer...Show moreLast updated: 13 hours ago
Client Service Associate - NR
StifelStockton, CA, USFull-time
Client Solutions Jobs - Hiring Immediately
MyJobResourceStockton, CA, United StatesFull-time +1
Lowe's - Cashier / Customer Service Associate $16-$35 / hr
Lowe'sStockton, CA, United StatesPart-time
Customer Service Associate I
Dollar TreeStockton, CA, United StatesPart-time
Client Service Manager
VirtualVocationsStockton, California, United StatesFull-time
- New!
Customer Service Associate
Walgreen CoStockton, CA, United StatesFull-time
- New!
Starbucks - Barista / Customer Service Associate $16-$35 / hr
StarbucksStockton, CA, United StatesPart-time
Client Success Director, Salesforce Practice
VerndaleStockton, CA, USFull-time
Aldi Store Associate - Customer Service / Cashier / Stocker $16-$35 / hr
Aldi Inc.Stockton, CA, United StatesFull-time
Client Service Associate - NR
Stifel FinancialStockton, CA, USFull-time
Client Sales Associate
Vyzah Inc.Stockton, CA, United StatesFull-time
Customer Service Associate I
Family DollarStockton, CA, USFull-time
- Promoted
- New!
Account Manager - Client Accounting Services
Staffing the UniverseStockton, CA, United StatesFull-time +1
Customer Service Associate - Temporary
WalgreensSTOCKTON, CAFull-time
- New!
FedEx - Retail Customer Service Associate $16-$35 / hr
FedexStockton, CA, United StatesFull-time
Account Manager - Client Accounting Services
StaffingStockton, CA, USFull-time +1
Client Executive - Financial Services Sales
TransUnionStockton, CA, USFull-time
Customer Service Associate - Work From Home
Spade RecruitingStockton, CA, USRemote
Full-time
- New!
Lowe's - Cashier / Customer Service Associate $16-$35 / hr
LowesStockton, CA, United StatesPart-time
- telecommute (from $ 92,500 to $ 338,189 year)
- live in nanny (from $ 28,800 to $ 292,500 year)
- psychiatrist (from $ 35,000 to $ 284,067 year)
- medical director (from $ 20,000 to $ 240,000 year)
- owner operator (from $ 45,600 to $ 218,500 year)
- senior software engineer (from $ 115,750 to $ 212,500 year)
- software engineer (from $ 125,000 to $ 212,500 year)
- dentist (from $ 35,000 to $ 210,000 year)
- pharmacy supervisor (from $ 40,618 to $ 200,000 year)
- Glendale, AZ (from $ 36,920 to $ 166,080 year)
- Glendale, CA (from $ 36,920 to $ 166,080 year)
- Concord, NC (from $ 64,916 to $ 124,824 year)
- Concord, CA (from $ 64,916 to $ 124,824 year)
- Des Moines, IA (from $ 34,125 to $ 113,000 year)
- Boston, MA (from $ 52,250 to $ 108,750 year)
- Gilbert, AZ (from $ 55,000 to $ 107,250 year)
- Cape Coral, FL (from $ 35,360 to $ 100,000 year)
- Costa Mesa, CA (from $ 48,268 to $ 99,250 year)
- Ventura, CA (from $ 58,125 to $ 97,500 year)
The average salary range is between $ 40,000 and $ 78,830 year , with the average salary hovering around $ 54,964 year .
Client Service Associate - NR
StifelStockton, CA, US16 days ago
Job type
- Full-time
Job descriptionAdministrative 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. Minimum Required : High School Diploma or equivalent Minimum Required : 2 years clerical / related industry Minimum Required : None Proficient in Microsoft Excel, Word, PowerPoint, Outlook
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
Education & Experience
Licenses & Credentials
Systems & Technology
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.