Refine Your Search
Displaying all 2 results
Client Service Associate - NR
Stifel - Nashville, TN
The Client Service Associate provides general branch support through a variety of administrative duties, including (but not limited to) answering the phones, filing, word processing, and providing overall client support. In addition, the CSA assists the Financial Advisors with the opening and maintenance of client accounts and records, preparing mailings, handling client calls and performing...
Client Service Associate - Non-Registered
Stifel - Brentwood, TN
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, p...
