NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesDallas, TX$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewHelp Desk Associate Southeast Consulting Solutions, Inc.Help Desk AssociateCarrollton, TX$22–$22.50 / hourFull timeWe are seeking a skilled Help Desk Associate (Customer Service Level 1 Technician) to join our client's team. This is a crucial role in ensuring the smooth operation of their IT systems and providing excellent customer service.
Senior Manager, Business Tax Services - Private Clients KPMGSenior Manager, Business Tax Services - Private ClientsDallas, TXLicensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Advise clients and be accountable for delivering high quality tax service and advice and play a key role in growing KPMG's private client tax practice, which focuses on ultra-high net-worth individual, trust and estate clients.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesDallas, TX$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
NewAssociate, Operations Services Sparks GroupAssociate, Operations ServicesIrving, TX$19.50–$20.50 / hourResponsibilities include preparing finalized packages for secure delivery to Taxing Authorities while consistently meeting strict daily deadlines. Effectively manage time and set priorities to concentrate on core objectives and meet all established Service Level Agreements (SLAs).
NewAssociate Attorney JobotAssociate AttorneyDallas, TX$130,000–$205,000 / yearThe ideal candidate must have a minimum of three to five years of litigation experience with complex high-exposure civil cases, excellent writing and advocacy skills, and be comfortable and competent to step into cases and prepare them for trial on tight time-frames. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAssociate Attorney - Dallas, TX JobotAssociate Attorney - Dallas, TXDallas, TX$140,000–$190,000 / yearOur Dallas office handles a diverse range of matters in both state and federal courts, including insurance coverage, construction litigation, professional liability, commercial disputes, medical malpractice, premises liability, and high-exposure transportation cases. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewBanking & Finance Associate Attorney JobotBanking & Finance Associate AttorneyDallas, TX$185,000–$300,000 / yearYou'll spend 60–80% of your time representing banks and private lenders across secured and unsecured lending transactions - equipment finance, commercial real estate finance, cashflow/acquisition loans, and asset-backed finance - developing deep insight into the Texas and national lending markets. A sophisticated Dallas-based boutique with more than three decades representing middle-market companies, real estate developers and investors, and capital providers - including banks, family offices, and private equity - is seeking a Banking & Finance Associate with 1.5–4 years of experience to join its growing finance practice.
NewArchitectural Project Associate JobotArchitectural Project AssociateDallas, TX$55,000–$65,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.
Senior Accounting Associate JobotSenior Accounting AssociateFort Worth, TX$95,000–$115,000 / yearThis role is more heavily focused on financial operations and capital activity than traditional accounting and is ideal for someone with 3–5 years of experience in fund operations, partnership accounting, private equity, or fund administration. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLitigation Associate Attorney JobotLitigation Associate AttorneyDallas, TX$150,000–$210,000 / yearCommitted to delivering exceptional client service and embracing innovation, this firm strategically employs advanced technology and maintains a keen awareness of the dynamic legal environment to effectively serve a broad spectrum of clients across diverse industries. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAssociate Attorney | Construction Litigation JobotAssociate Attorney | Construction LitigationDallas, TX$115,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is recognized for handling complex, high-stakes litigation across a variety of industries, with particular strength in construction and insurance defense.
Associate Attorney - Commercial Litigation JobotAssociate Attorney - Commercial LitigationDallas, TX$100,000–$170,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The firm is dedicated to providing the highest quality legal services and representation, focusing on complex business litigation, commercial disputes, derivative actions, and divorce matters.
Associate Attorney - Construction Litigation JobotAssociate Attorney - Construction LitigationDallas, TX$120,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for handling all aspects of construction litigation cases, ranging from initial client consultation to settlement or trial.
Corporate Associate (M&A/PE Focus) (2+ yrs Exp) JobotCorporate Associate (M&A/PE Focus) (2+ yrs Exp)Dallas, TX$225,000–$450,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role offers exposure to a wide range of deal types and the opportunity to work closely with sponsors, companies, and internal deal teams across all stages of transactions.
Associate Attorney | Commercial Litigation JobotAssociate Attorney | Commercial LitigationFort Worth, TX$115,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Litigation Associate Attorney to join our civil litigation practice handling complex business, real estate, banking and creditor matters in a collaborative, trial-driven environment.
NewCapital Markets Associate Attorney (3 - 6 Yrs Exp) JobotCapital Markets Associate Attorney (3 - 6 Yrs Exp)Dallas, TX$215,000–$435,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With access to cutting-edge matters and a commitment to work-life balance, we empower our attorneys to build rewarding careers while making a meaningful impact.
NewTax Associate – In-Store IntuitTax Associate – In-StoreLewisville, TXPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Associate – TurboTax Store IntuitTax Associate – TurboTax StoreWylie, TXPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewTax Support Associate – Retail IntuitTax Support Associate – RetailIrving, TXPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
New3 - 7 year Family Law Associate Jobot3 - 7 year Family Law AssociateFort Worth, TX$140,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial agreements, and adoption.
NewRetail Customer Service Associate FedExRetail Customer Service AssociateFort Worth, TexasFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
New progressive general practice and reproductive referral center ready to grow with a new associate Livewell Animal Hospital of McKinneyNew progressive general practice and reproductive referral center ready to grow with a new associateMcKinney, TX$130,000–$150,000The founding veterinarian, Dr. Jessica Cohen, also a board-certified theriogenologist, along with Hospital Manager, Robert Hand, have built a modern, progressive hybrid general practice/reproductive referral center where exceptional medicine, strong client relationships, and a collaborative team culture come together. Our hospital is equipped with advanced technology, including digital radiography, a comprehensive in-house laboratory, a dedicated dental suite with digital dental radiography, a high-end ultrasound unit, oxygen cage capabilities, and a rigid endoscope utilized for reproductive procedures.
NewAssociate, Model Development (Hybrid Position) Santander Holdings USA IncAssociate, Model Development (Hybrid Position)Dallas, TXSupervises the development of complex mathematical models – including credit origination and customer behavior scorecards - which directly support critical decision making processes and the company’s overall understanding of our business, the markets with. Demonstrated experience with logistic regression models, segmentation and variable reduction techniques, hypothesis testing, neural networks, design of experiments, ANOVA, decision trees, and linear regression.
Senior Associate KPMGSenior AssociateDallas, TX$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Tax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementDallas, TXWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, Pass‑Through Taxation KPMGSenior Associate, Pass‑Through TaxationDallas, TXWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, Tax - Project Management KPMGSenior Associate, Tax - Project ManagementDallas, TXResponsibilities: Support client engagement teams and other stakeholders in the initiation, planning, design, execution, monitoring, controlling and closure of complex engagements including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key performance indicators and creating reports and presentations to be delivered to relevant clients and/or stakeholders. Excellent organizational, presentation, communication, meeting facilitation skills, analytical ability, strong judgment skills, supervisory skills and the ability to work effectively with project team members, project sponsors, functional leads, senior management and clients.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamDallas, TXResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
Senior Associate, Transfer Pricing KPMGSenior Associate, Transfer PricingDallas, TXWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Experience in one or more of the following areas: transfer pricing studies, financial statement analysis, valuations, quantitative and competitive analysis, statistical sampling and econometrics, plan evaluation, and/or operational performance analysis.
Associate Clinical Director, Integrated Care Quality (NP/MD) - Remote Included HealthAssociate Clinical Director, Integrated Care Quality (NP/MD) - RemoteDallas, TXRemoteAt Included Health, the Associate Clinical Director, Integrated Care Quality (NP/MD) is responsible for the strategy, external representation, and program leadership needed to ensure our clinical services perform credibly in high-stakes client, consultant, and audit-facing settings. The Director will represent Included Health in consequential meetings with clients, consultants, health plans, and internal leaders; shape the vision for external-facing clinical quality work; build trusted relationships; and translate audit and quality findings into durable operational improvement strategies.
NewSenior Associate, ServiceNow KPMGSenior Associate, ServiceNowDallas, TX$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
NewSenior Associate, Sales Performance Management KPMGSenior Associate, Sales Performance ManagementDallas, TXHelp execute transformational projects with a scope of services that includes diagnostics/business cases, channel strategy and alignment, sales strategy, sales model and go-to market (GTM) design, sales through service process optimization, sales force skill building and development, sales performance measurement & rewards, sales tool and enablement that includes Customer Relationship Management (CRM)/SPM, sales culture and sales data and analytics. Experience with Customer Buying Patterns, Channel Strategy/Alignment, Sales Model Design Strategy, Sales Force Talent/Skill Building, Sales Performance Management/Incentives and Comissions, Sales Tools Enablement, Building High Performing Sales Cultures and Sales Analytics/Insights.
Senior Associate, Financial Due Diligence KPMGSenior Associate, Financial Due DiligenceDallas, TXCreate and design tailored transaction advisory reports specific to key issues such as normalized earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base calculations, and/or business combinations and carve-out financial statements. Responsibilities: Participate in buy-side and sell-side transaction advisory engagements, providing financial and commercial due diligence assistance, and accounting advisory services including IPO assistance, carve-outs, restructuring and similar services to Fortune 1000 companies, private equity investors, and asset based lenders.
NewSenior Associate, Workday Security KPMGSenior Associate, Workday SecurityDallas, TX$96,045–$206,080 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Travel CVICU Registered Nurse - $1,568 per week ARMStaffingTravel CVICU Registered Nurse - $1,568 per weekFort Worth, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel Oncology Registered Nurse - $1,432 per week ARMStaffingTravel Oncology Registered Nurse - $1,432 per weekDallas, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewMedicare Operations & Sales Support Associate Level Four GroupMedicare Operations & Sales Support AssociateFort Worth, TXThe Medicare Operations & Sales Support Associate will support the operations of the Medicare Team by assisting with contracting & licensing, placing & managing Turning 65 workshop orders, organizing, and updating internal resources, managing client database, and assisting Medicare sales team members as needed. Perform clerical duties such as data entry, generating reports, editing documents, managing a filing system, and updating internal resources such as spreadsheets, CRM, client database, et al.
Travel CVICU RN - $1,568 per week ARMStaffingTravel CVICU RN - $1,568 per weekFort Worth, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewInside Sales Associate National High School Printing Assn.Inside Sales AssociateFort Worth, TX$45,000–$68,500 / yearEngage with potential clients through phone calls and emails to introduce our services, build relationships, and close sales. Funnel new qualified leads into the sales pipeline by following up with each prospect via email, phone calls or other forms of communication.
Travel RN - Cardiac Cath Lab - $2,205 per week ARMStaffingTravel RN - Cardiac Cath Lab - $2,205 per weekFort Worth, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel Inpatient Rehab RN - $1,438 per week ARMStaffingTravel Inpatient Rehab RN - $1,438 per weekFort Worth, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel Oncology RN - $1,432 per week ARMStaffingTravel Oncology RN - $1,432 per weekDallas, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
NewTravel Rehab RN - $1,505 per week ARMStaffingTravel Rehab RN - $1,505 per weekDallas, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. As a Registered Nurse in our Rehabilitation department, you will provide ongoing care and specialized treatment to patients throughout their recovery journey, focusing on maximizing health, function, and quality of life.
Travel CVOR RN - $2,582 per week ARMStaffingTravel CVOR RN - $2,582 per weekDallas, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
Travel ICU RN - $1,554 per week ARMStaffingTravel ICU RN - $1,554 per weekPlano, TXWe accomplish this through our total dedication to our clients and field associates, our over 15 years of experience, a strong and diverse poor of medical professionals, and the high level of loyalty of our internal staff. Allied Resources Medical Staffing (ARMStaffing) places the most qualified medical professionals in the industry, including: local and travel contract, temp-to-perm, per diem, and direct-hire personnel.
["Brokerage Registered Client Service Associate - Dallas, Texas","Brokerage Registered Client Service Associate - Dallas, Texas"] truist["Brokerage Registered Client Service Associate - Dallas, Texas","Brokerage Registered Client Service Associate - Dallas, Texas"]DallasGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately interact with clients of all experience levels regarding securities transactions and brokerage accounts.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateFort Worth, TXUnder 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). 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.
Client Service Associate Non Registered Stifel Financial CorpClient Service Associate Non RegisteredFrisco, TXUnder 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). 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.
Registered Client Service Associate StifelRegistered Client Service AssociateFort Worth, TexasFull timeWhat You'll Be Doing: 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). 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.