Creative Planning Client Login Jobs in Usa
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About the Job
We are a small, design-driven jewelry company seeking a highly organized, detail-oriented Operations & Creative Assistant to join our close-knit team.
Job Duties
- Support the production & operations team with daily tasks
- Organize & catalog jewelry materials and inventory
- Monitor jewelry and office supply levels, and track vendor lead times to anticipate reorder timing
- Log and maintain accurate records of incoming product to integrate new materials as they arrive
- Monitor & identify best and worst performing styles and materials for replenishment or phase-out
- Learn basic gemstone identification and use gem laboratory equipment to test and measure gemstones
- Assist with development of design ideas, and help prepare tech packs for jewelry production
- Maintain a digital lookbook of current and past designs, and research trends, materials, and competitive products
- Coordinate materials delivery to factory and arrange returns
- Perform light jewelry construction tasks as needed
Core Qualities
- Responsible & dependable
- Self-starter who anticipates needs
- Strong multitasker in a small, fast-paced office
- Highly organized & detail-oriented
- Punctual & trustworthy
- Comfortable working in a home-based studio environment
- Computer experience in a Apple environment
- Excel/Spreadsheet profiency
- Reliable car for errands
- Interest in jewelry or design preferred
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.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be DoingUnder 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).
What We're Looking ForPerform 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.
Provide quotes and other account-related information to assist clients.
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.).
Provide reports and other information to FA(s), as requested.
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.
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.
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 BringAdministrative 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.
Education & ExperienceMinimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & CredentialsMinimum Required: Series 7 and 63 or 66
Compensation RangeSalary: USD $48,100.00/Yr. - USD $72,100.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit Applications are accepted until the position is filled.
About StifelStifel 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.
The Opportunity
We’re looking for a motivated and ambitious Client Portfolio Consultant to join our growing wealth management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.
The Team
Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.
The Impact
This role focuses on helping create efficiencies and scale across an organization with significant growth potential, while delivering a high‑quality experience for advisors and their clients. The individual partners closely with advisors and their staff to support a seamless client onboarding process and maintain strong, ongoing relationships.
Key responsibilities include, but are not limited to:
Helping create efficiencies and scale for an organization with meaningful growth potential
Interacting with advisors and their staff to deliver great client experience during onboarding and ongoing relationship
Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook
Staying up to date with MMLIS product offerings as well as relevant investment and trading news, and economic trends.
Collaborating with the broader investment organization designed around solving real client problems
Contribute to the growth of the MassMutual Investment Management business. Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions
The Minimum Qualifications
Bachelor’s degree
2+ years of operational or customer service experience in the financial services industry, including direct interaction with advisors and clients.
Series 7 & 66 at time of application or must obtain within 180 days of hire
The Ideal Qualifications
Wealth management or client portfolio management experience
CFA or other industry designations
Exceptional analytical, problem solving, and communication skills
What to Expect as Part of MassMutual and the Team
Regular meetings with the Wealth Management team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-SB1
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.
This position will be based in our NYC office (hybrid).
The position provides client accounting analysis and estimation, tracking, and accurate reporting of unbilled legal expenses (accruals) and collaboration with legal business services professionals to meet reporting deadlines.
Coordinates client accrual requests end-to-end.
Prepares/forwards accrual requests, runs the relevant unbilled/accrual data, and compiles for distribution.
Validates and reconciles matter/billing details across E-Billing platforms and Aderant to ensure accurate routing.
Maintains accrual request administration and distribution controls for deadlines and formatting as required by client.
Oversees matter cleanup and resolves missing/unclear matter identifiers to ensure complete and accurate accrual reporting.
Coordinates follow-ups, handles accrual exceptions and applies documented special routing requirements for specific partners/clients.
Navigates various E-Billing platforms.
Clearly communicates and responds to inquiries and requests made by clients, attorneys, and business services professionals.
Coordinates Client Accounting efforts on AR & Unbilled outstanding balances in collaboration with billing, secretarial, and other Firm business services professionals.
Research A/R & Unbilled balances for Firm wide clients.
Documents meetings/discussions with billers, partners and clients for actions and/or later follow-up.
Communicates issues and escalate as needed.
Interacts daily with the E-Billing, Billing & Collection teams.
Actively seeks to enhance knowledge of all Client Accounting procedures and processes.
Maintains complete and up-to-date files for each partner and/or client.
Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
Manages Firm resources responsibly.
Complies with and understand Firm operation, policies, and procedures.
Performs other related duties as assigned.
Qualifications Experience with Aderant, Bill Blast and client eBilling platforms (e.g., CounselLink, Legal Tracker, Collaborati).
Proficiency in Microsoft Office, especially Excel (e.g., pivot tables, v-lookups), with the ability to learn new software and operating systems.
Demonstrates excellent interpersonal, written, and verbal communication skills.
Highly organized with strong attention to detail and the ability to manage competing deadlines.
Ability to handle sensitive client matters with professionalism and discretion.
Ability to organize and prioritize work.
Ability to work well in a demanding and fast-paced environment.
Ability to handle multiple projects and shifting priorities.
Education and Experience Bachelor's degree Minimum of three years of Billing or Collections experience in a law firm or professional services environment The starting base salary for this position is expected to be within the range listed under Salary Details.
Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details $75,000
- $85,000
Job Title: AWM - Operations - Client Support - Analyst
Work Location: 100 Coliseum Drive, Cohoes, NY
Contract Duration: 6 Months
Job Summary
Operations is a dynamic, multi-faceted division that partners across the firm to deliver high-quality financial counseling services to clients. The team also provides critical risk management and control functions to safeguard and enhance the firm's assets and reputation. Ayco is committed to fostering a culturally diverse and inclusive workplace and is proud to be an equal opportunity employer.
Key Responsibilities
- Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
- Facilitate trade execution and address client questions related to accounts, portfolios, and records
- De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
- Guide clients through troubleshooting steps, website navigation, and product/service usage
- Collaborate with client service professionals and financial advisors to enhance the overall client experience
- Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
- Coordinate and process team-specific tasks as requested by the business
- Work efficiently across multiple systems and platforms
- Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
- Provide operational support and assist with special projects as assigned
- Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
- Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
Qualifications & Requirements
- Bachelor's degree required
- Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Highly organized with exceptional attention to detail and follow-through
- Strong ability to manage multiple priorities and competing deadlines
- Proven analytical and problem-solving skills
- Team-oriented with a positive attitude and strong work ethic
- Ability to collaborate effectively with all levels of the organization
- Flexible and capable of performing well under pressure in a team environment
- Excellent written and verbal communication skills
- Strong active listening abilities
- Exceptional interpersonal and rapport-building skills
- Ability to thrive in a fast-paced environment
- Strong interest in client service
- Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
Work Location: Morristown, NJ 07960
Duration: 12 months
Job Description
The Client Analyst serves as an integral member of our centralized Client Service Team, performing the following key responsibilities to support Advisor teams and clients:
Key Responsibilities
Client Onboarding, Data Management, and Contracting:
The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
Meeting Coordination:
Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
Investment Account Processing:
Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
Tax Season Activities:
Manages a variety of tasks during tax season, including organizing tax data, gathering and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
Internal Group Collaboration:
Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
Quality Control Metrics and Reporting:
Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.
Qualifications
- Bachelor's degree required
- A minimum of 2-5 years of work experience in a professional corporate environment
- Strong written and verbal communication skills
- Proficiency in Word, Excel, PowerPoint, and Outlook required
- Ability to work in a fast-paced environment and think clearly under pressure
- Excellent communication skills; team focused
- Extremely organized and detail-oriented
- Experience in financial services is preferred but not required
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
Provide coaching, mentoring, and development opportunities to team members.
Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
Ensure seamless client onboarding and ongoing service delivery across the advisory business.
Monitor and enhance the client experience by identifying service gaps and implementing improvements.
Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
Promote a client-first mindset throughout the team.
Advisor Support:
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
Identify opportunities for process improvement and implement changes to enhance operational efficiency.
Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
Develop and deliver training programs for new and existing client service associates.
Ensure team members are proficient in systems such as Schwab and Salesforce.
Facilitate cross-training to build team flexibility and coverage.
Maintain and update training materials and reference resources.
Project and Performance Management:
Lead or support department-level projects related to client service enhancements and operational improvements.
Track and report on key service metrics.
Provide regular updates to leadership on team performance, challenges, and successes.
Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
Benefits:
- Medical, Dental, Vision, & Life Insurance
- 401(k) with a company match
- PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
POSITION:
RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.
YOUR RESPONSIBILTIES:
Sales
- Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
- Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
- Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
- Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.
Customer Service
- Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
- Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
- Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
- Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.
Operations
- Execute all POS transactions with precision and efficiency.
- Confidently open and close the store register in full compliance with company policies.
- Participate proactively in inventory management while upholding the highest standards of loss prevention.
- Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
- Always uphold immaculate store presentation and operational readiness.
PROFILE:
- Proven success in a premium or luxury retail environment
- Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
- Impeccable personal presentation with exceptional communication skills
- Strong problem-solving capabilities, a refined attention to detail.
- A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
- Flexible availability, including evenings, weekends, and holidays.
- Able to regularly lift and handle Items up to 20 lbs.
- Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.
