client services associate

Stifel

<div>Why Stifel:
<div>
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.</div><div></div><div><br>
Let&rsquo;s talk about how you can find your place here at Stifel, <b>where success meets success</b>.</div>
What You'll Be Doing:
<div>
Under immediate supervision, Client Services Associate (Registered) 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).</div>
What We're Looking For:
<ul><li>Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.</li><li>
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.</li><li>
Provide quotes and other account-related information to assist clients.</li><li>
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.</li><li>
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).</li><li>
Provide reports and other information to FA(s), as requested.</li><li>
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.</li><li>
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.</li><li>
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.</li><li>
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.</li></ul>
What You'll Bring:
<ul><li>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.</li><li>
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.</li><li>
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.</li><li>
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.</li><li>
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.</li><li>
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.</li></ul>
Education &amp; Experience:
<ul><li>Minimum Required: High School Diploma or equivalent</li><li>
Minimum Required: 2 years investment industry experience</li></ul>
Licenses &amp; Credentials:
<ul><li>Minimum Required: Series 7 and 63 or 66</li></ul>
Systems &amp; Technology:
<ul><li>Proficient in Microsoft Excel, Word, PowerPoint, Outlook.</li></ul>
About Stifel:
<div>
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&rsquo; 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.</div><div></div><div><br>
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&rsquo;s talk about how you can find your place here at Stifel, where success meets success.</div><div></div><div><br>
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.</div><div></div><div><br>
Stifel is an Equal Opportunity Employer.</div></div>

Registered Client Service Associate

Independent Bank Corporation

<p>Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At <b>Independent Bank</b>, our team lives our mission every day:</p><p><b>Inspiring financial independence today, with tomorrow in mind. </b>We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our <b>Vision</b> is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.</p><p>Our <b>Retail Career Path</b> was built to do just that&mdash;support <b>you</b>. Whether you're launching a new career in banking or looking to advance your current one, we offer a <b>structured, self-guided journey</b> designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the <b>flexibility to progress at your own pace</b> and increase your earning potential as you go.</p><p><b>Client Service Associate </b><br/>As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.</p><ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul><p><b>Why You Should Apply:</b></p><ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul><p><b>What We&rsquo;re Looking For:</b></p><ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul><p>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!</p><p>Job Type: Part-time</p><p>Pay: $18.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Part Time Client Service Associate (Bank Teller/Personal Banker)

Indelicato & Coffey

<p>We are seeking a highly organized, proactive Executive Assistant with a strong client service mindset to support a fast-paced financial planning office. This position will assist the financial advisors in the areas of administration, client service and financial planning. The ideal candidate is detail-oriented, professional, and thrives in a fast-paced environment, with a genuine passion for delivering exceptional client service.</p><p><b>Primary Responsibilities</b></p><p><b>Executive Support:</b></p><ul><li>Manage complex calendars, schedule client meetings, and coordinate daily priorities</li><li>Handle email management and correspondence on behalf of the advisor</li><li>Assist with project tracking, deadlines, and follow-ups</li><li>Coordinate travel arrangements and expense reporting as needed</li><li>Assist with special projects and firm initiatives</li></ul><p><b>Client Service</b></p><ul><li>Serve as a primary point of contact for clients, providing prompt and professional responses</li><li>Help deliver a high-touch, personalized service experience for every client</li><li>Coordinate client meetings, including confirmations, document preparation, and follow-ups</li><li>Support new client onboarding, ensuring a smooth and welcoming experience</li><li>Maintain accurate and up-to-date client records within CRM systems</li><li>Receive, review, and process documents returned to the office by clients, ensuring completeness and accuracy</li><li>Handle incoming client checks in accordance with firm procedures and compliance</li></ul><p><b>Key Traits of a Successful Executive Assistant / Client Service Associate</b></p><ul><li>Strong organizational skills with exceptional attention to detail</li><li>Excellent written and verbal communication skills</li><li>Ability to multi-task and able to prioritize</li><li>Positive attitude and sincere willingness to learn and grow</li><li>Team player and displays commitment to the team</li></ul><p><b>Qualifications</b></p><ul><li>Associate's degree or higher</li><li>Prior experience within the financial services industry or a similar role required</li><li>3+ years of related experience</li><li>Strong computer skills and knowledge of MS office</li><li>Ability to manage sensitive information with discretion</li></ul><p><b>About Our Company</b></p><p>Indelicato &amp; Coffey is a private wealth advisory practice of Ameriprise Financial Services, LLC. At Indelicato &amp; Coffey our purpose is to help you feel confident, connected and in control of your financial life. We offer individually focused, competent guidance on a full range of investment, risk management and estate planning strategies. We are committed to our client&rsquo;s financial well-being.</p><p><i>Indelicato &amp; Coffey is an equal opportunity employer.</i></p><p>Position eligible for part-time, with minimum of 24 hours per week</p><p>Job Type: Full-time</p><p>Pay: $60,000.00 - $70,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Executive Assistant / Client Service Associate

Productions LLC

<p><b>Job Overview</b><br/>We are seeking a dedicated and personable Customer Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our clients, providing exceptional support and ensuring a positive experience. The ideal candidate will possess excellent communication skills, a customer-focused attitude, and the ability to handle multiple tasks efficiently. Multilingual abilities and previous call center experience are highly valued to serve our diverse customer base effectively.</p><p><b>Duties</b></p><ul><li>Respond promptly and professionally to customer inquiries via phone, email, or chat channels</li><li>Provide accurate information regarding products, services, and account details</li><li>Assist customers with troubleshooting issues and resolving complaints to ensure satisfaction</li><li>Process transactions including cash handling and data entry with precision</li><li>Maintain detailed records of customer interactions using Microsoft Office and other CRM tools</li><li>Conduct outbound calling campaigns to follow up with clients or promote new offerings</li><li>Support client services by coordinating appointments, scheduling, and follow-up communications</li><li>Uphold excellent phone etiquette and communication skills to foster positive relationships</li><li>Analyze customer feedback and support data to identify trends and improve service quality</li></ul><p><b>Requirements</b></p><ul><li>Proven experience in customer support, call center roles, or client services preferred</li><li>Strong communication skills in English; bilingual abilities are a plus for serving diverse populations</li><li>Proficiency in Microsoft Office Suite (Word, Excel) and general computer skills</li><li>Ability to handle multiple tasks efficiently in a fast-paced environment</li><li>Excellent phone etiquette, active listening skills, and professionalism</li><li>Experience with data entry, typing accuracy, and analysis skills for reporting purposes</li><li>Previous experience with outbound calling or sales is advantageous</li><li>Ability to work independently as well as part of a team in a customer-focused setting</li></ul><p>Pay: $22.25 - $26.79 per hour</p><p>Application Question(s):</p><ul><li>confirm email</li></ul><p>Language:</p><ul><li>Spanish (Preferred)</li></ul><p>Work Location: Remote</p>

Customer Service Associate

ROZEE.PK

<div><div><div><div><b>About the Job</b></div><br>
<div></div>
<div><b>
Job </b><b>Title: Management</b><b> Services Associate</b></div>
<div><b>
Grade: Level 6 and equivalent</b></div>
<div><b>
Duty Station: Multiple Locations within Pakistan</b></div>
<div><b>
Deadline of Application: 18 June 2026</b></div>
<div><b>
Link to Apply: </b>https://wd3.myworkdaysite.com/recruiting/wfp/job_openings/job/Islamabad-Pakistan-The-Islamic-Rep/Emergency-Surge-Deployment-Management-Services-Associate-Level-6-Multiple-Pakistan-_JR123641</div><br>
<p></p>
<div><b>
This Vacancy Announcement is for Pakistan Nationals Only.</b></div><br>
<div></div>
<div><b>
Note: This vacancy announcement will also be used to build a roster of prequalified applicants for future opportunities within same job profile at the current or lower level in Pakistan.</b></div><br>
<div></div>
<div><b>
JOB PURPOSE</b></div>
<div>
To coordinate and provide high quality, client-focused and value-for- money oriented administration services.</div><br>
<div></div>
<div><b>
KEY RESPONSIBILITIES</b> (not all-inclusive, nor exhaustive):</div>
<div>
1. Verify resource requirements in the area of responsibility (WFP facilities, assets, light vehicle fleet, etc.), and assist in the identification of new requirements to facilitate efficiency and cost-effectiveness of operations and services.2. Responsible for provision of services such as facilities management, travel, protocol and light vehicle management related, etc., reporting any discrepancies to the supervisor for consistent and timely delivery of services, to ensure the provision of a safe and comfortable working environment for WFP staff.3. Support the production of various data and compile and prepare reports in order to contribute to the provision of accurate information for informative decision-making and to support the effective and timely management of WFP resources.4. Contribute to planning, monitoring and processing administrative actions related to procurement, finance, human resources, etc., including contracts with external vendors to ensure all data is accurately and timely recorded, processed in WFP corporate systems and any operational issues addressed.5. Adapt and update administrative processes, supporting the implementation of operating procedures, in order to contribute to the continuous improvement of administration services in the area of responsibility.6. Answer a range of queries related to the provision of administrative services in order to support the resolution of daily issues.7. Coordinate the activities of a team of staff working in the area, to ensure individual and team objectives are met in compliance with all relevant regulations, policies, and procedures, and performance plan.8. Provide training and guidance to staff in interpretation of administrative procedures, policies, processes, and use of corporate systems to ensure consistency and efficiency of services provided to all clients.9. Perform other related duties or assignments in line with the position level and expertise as assigned by activity manager.</div><br>
<div></div>
<div><b>
EDUCATION &amp; EXPERIENCE</b></div><br>
<div></div>
<div><b>
Education:</b></div>
<div>
Completion of secondary school education (HSSC - 12 Grade). A post-secondary certificate or Bachelor&rsquo;s degree in Business/Public Administration, Finance, Management Economics, Commerce, Engineering or other relevant field relating to Administration of Facilities, Assets and Fleet is desirable.</div><br>
<div></div>
<div><b>
Experience:</b></div>
<div>
6 years of progressively responsible work in the relative business stream with experience in administration work with the UN or other international organizations.Has demonstrated a sound understanding of WFP administrative operating standards and awareness of international humanitarian development issues through day to day work.Has provided ad-hoc guidance to new staff members.</div><br>
<div></div>
<div><b>
Language:</b></div>
<div>
Fluency in both oral and written communication in English and Urdu.</div><br>
<div></div>
<div><b>
HOW TO APPLY</b></div>
<div>
To be considered, interested candidates are invited to apply via (https://www.wfp.org/careers/job-openings). Only short-listed candidates will be contacted.</div><br>
<p></p>
<br>
<br>
</div><div></div><div><h4 class="jobSectionHeader"><b>TOTAL POSITIONS</b></h4>
<p>1</p>
<h4 class="jobSectionHeader"><b>POSTED ON</b></h4>
<p>June 9, 2026</p>
<h4 class="jobSectionHeader"><b>EXPIRY DATE</b></h4>
<p>June 18, 2026</p>
<h4 class="jobSectionHeader"><b>BUSINESS</b></h4>
<p>WFP</p>
<h4 class="jobSectionHeader"><b>CATEGORY</b></h4>
<p>N.G.O./Social Services</p>
<h4 class="jobSectionHeader"><b>JOB TYPE</b></h4>
<p>Full Time/Permanent</p>
<h4 class="jobSectionHeader"><b>MINIMUM EDUCATION</b></h4>
<p>Bachelors
</p><h4 class="jobSectionHeader"><b>CAREER LEVEL</b></h4>
<p>Equivalent to GS6/GS7
</p><h4 class="jobSectionHeader"><b>MINIMUM EXPERIENCE</b></h4>
<p>6 Years(6 years of progressively responsible work in the relative business stream with experience in administration work with the UN or other international organizations.)</p></div></div></div>

JR123641 - ROSTER - MANAGEMENT SERVICES ASSOCIATE - LEVEL 6

Lesha Bank

<div>
 <p>
  Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Associate &ndash; Private Wealth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Reporting to:
  </strong>
  Chief Private Wealth Officer
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Purpose of the Role
  </strong>
 </p>
 <p>
  Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
  </li>
  <li>
   Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews , Managing emails, documentation, and meeting notes for Relationship Directors
  </li>
  <li>
   Running cash flow models and portfolio analysis in Excel
  </li>
  <li>
   Drive client onboarding and coordinate KYC and account-opening processes.
  </li>
  <li>
   Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-ups
  </li>
  <li>
   Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
  </li>
  <li>
   Monitor client portfolios and assist in preparing periodic investment and performance reviews.
  </li>
  <li>
   Maintain strong client relationships and deliver exceptional client service standards.
  </li>
  <li>
   Support marketing and capital formation activities for private market and investment products.
  </li>
  <li>
   Mentor junior team members and provide support to the Client Services team when required.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Experience &amp; Qualifications
  </strong>
 </p>
 <ul>
  <li>
   4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
  </li>
  <li>
   Strong understanding of investment products, capital markets, and alternative investments.
  </li>
  <li>
   Experience dealing with HNW and UHNW clients.
  </li>
  <li>
   Strong communication, relationship management, and presentation skills.
  </li>
  <li>
   Fluency in English; Arabic is preferred.
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
  </li>
  <li>
   Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
  </li>
  <li>
   Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis)
  </li>
  <li>
   Strong PowerPoint skills (client-ready presentations)
  </li>
  <li>
   Familiarity with CRM systems and portfolio management tools
  </li>
  <li>
   Understanding of private markets / alternatives (preferred)
  </li>
  <li>
   Fluent in both Arabic and English, with strong verbal and written communication skills.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Success Factors
  </strong>
 </p>
 <ul>
  <li>
   Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
  </li>
  <li>
   Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
  </li>
  <li>
   Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
  </li>
  <li>
   Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
  </li>
  <li>
   Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
  </li>
  <li>
   Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.
  </li>
 </ul>
 <p>
 </p>
</div>


Associate - Investment Banking -Private Wealth

HRPSP - Your Strategic HR Partner

<p>Job description:</p><p>Job description:</p><p><b>We&rsquo;re Hiring &ndash; Customer Premises Associate</b></p><p><b>Industry:</b> Telecommunications / Broadband Services<br/><b>Location:</b> Kharian<br/><b>Salary:</b> PKR 40,000 (Basic) + Performance-Based Commission</p><p>Are you a <b>technically skilled field professional</b> with a passion for customer service? Join our growing telecom operations team and work on last-mile connectivity solutions at customer locations.</p><p><b>Key Responsibilities:</b></p><ul><li>Installation, configuration, and activation of broadband/internet equipment at customer premises</li><li>On-site troubleshooting of connectivity and network-related issues</li><li>Ensure service quality and timely resolution of customer complaints</li><li>Educate customers on proper usage and basic maintenance of installed services</li><li>Maintain accurate service reports and daily field activity records</li><li>Coordinate with technical support teams for escalations when required</li></ul><p><b>Eligibility Criteria:</b></p><ul><li>DAE / Technical Diploma in <b>Electrical, Electronics, Telecom, or Networking</b></li><li>Basic understanding of <b>fiber, broadband, routers, modems, and LAN/WAN concepts</b></li><li>Strong communication and customer-handling skills</li><li>Willingness to perform <b>field visits across Kharian</b></li><li>Fresh candidates with technical education are encouraged to apply</li></ul><p><b>What We Offer:</b></p><ul><li><b>Basic Salary:</b> PKR 40,000</li><li><b>Attractive Commission Structure</b> based on performance</li><li>Hands-on technical training</li><li>Stable career growth in the telecom industry</li><li>Supportive and professional work environment</li></ul><p>Work Location: In person</p><p>Pay: From Rs40,000.00 per month</p><p>Work Location: In person</p>

Customer Premises Associate (CPA)

Search 10000+ Client services associate jobs near you this June. New roles added regularly across leading industries. Apply today.