Client Service Associate - NR
Stifel Financial Corp. · Grand Forks, ND · 2 wk ago
On-siteFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes "Why Stifel" intro, then "What You'll Be Doing", "What We're Looking For", "What You'll Bring", "Education & Experience", "Systems & Technology", "About Stifel", then benefits mention. Need to map to allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to include sections only when there is real specific content. We have content for responsibilities (What You'll Be Doing). Requirements (What We're Looking For). Qualifications (Education & Experience). Skills (What You'll Bring includes administrative knowledge, industry knowledge, time management, critical thinking, customer and interpersonal skills, communication skills). Benefits: 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. That's benefits content. Pay: not specified, so omit. Schedule: not specified, omit.
Also we have "About Stifel" which could be "About the role"? Actually "About the role" is generic; but we have "Why Stifel" intro and "About Stifel". Could treat as "About the role"? But the instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings when appropriate. The "About the role" heading could be used for description of role/company? The posting includes "Why Stifel" and "About Stifel". That's more about company. Could fit under "About the role"? Might be okay. But we also have "What You'll Be Doing" which is responsibilities. "What We're Looking For" is requirements. "What You'll Bring" is skills. "Education & Experience" is qualifications. Benefits section.
We need to avoid repeating job title as heading. No Job ID.
We need to use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings when appropriate. The "About the role" heading could be used for description of role/company? The posting includes "Why Stifel" and "About Stifel". That's more about company. Could fit under "About the role"? Might be okay. But we also have "What You'll Be Doing" which is responsibilities. "What We're Looking For" is requirements. "What You'll Bring" is skills. "Education & Experience" is qualifications. Benefits section.
We need to avoid repeating job title as heading. No Job ID.
We need to use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO etc. At end there is "Stifel is an Equal Opportunity Employer." That's boilerplate, remove.
Also need to remove duplicated lines: there is repeated "Let’s talk about how you can find your place here at Stifel, where success meets success." appears twice (intro and after About Stifel). Should we keep only one? The instruction: remove duplicated lines. So we should keep only one occurrence. Probably keep the first? We'll keep one instance.
Also need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate.
Now construct HTML.
We'll have:
About the role
Why 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. 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.
But note: The "About the role" section should be about the role, not company. However we have no explicit role description besides responsibilities. The intro "Why Stifel" is more about company culture. Could we treat that as "About the role"? Might be okay. Alternatively we could omit About the role section if no specific role description. But we have "What You'll Be Doing" which is responsibilities. The instruction says prefer a few substantive sections over many thin ones. We could combine company description into About the role. It's okay.
Now Responsibilities:
Responsibilities
- The 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).
- 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.
Now Requirements (What We're Looking For) - Actually that section is more like duties? Wait "What We're Looking For" includes bullet points that are responsibilities? Let's examine: The text after "What We're Looking For" includes:
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.
These look like responsibilities again, overlapping with earlier "What You'll Be Doing". Actually "What You'll Be Doing" had similar but less detailed. So we might combine them? But we need to follow instruction: include a section only when posting has real specific content for it. We have content for responsibilities (both sections). Could merge into one Responsibilities section with all items. Avoid duplication. We should deduplicate overlapping items.
Let's list unique responsibilities from both sections:
From "What You'll Be Doing":
- 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).
From "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.
We can combine and deduplicate: Some items overlap: opening/maintenance accounts, clerical functions, obtaining documents, maintaining records, administrative functions, providing quotes, providing reports, identifying issues, administrative duties.
We'll create a Responsibilities with unique items, maybe merging similar.
Now Requirements: Actually the posting didn't have a separate "Requirements" section besides "What We're Looking For" which we used for responsibilities. But there is "Education & Experience" and "Systems & Technology". Those could be qualifications and skills. The "What You'll Bring" is skills. So we need sections: Qualifications (Education & Experience), Skills (What You'll Bring + Systems & Technology?), Benefits.
But we also have "Education & Experience" and "Systems & Technology" as separate headings in the posting. We could map Education & Experience to Qualifications, Systems & Technology to Skills (or part of Skills). However the instruction says use headings like Qualifications, Skills. So we can have Qualifications for Education & Experience, Skills for What You'll Bring and Systems & Technology combined.
Let's extract Qualifications:
Education & Experience:
Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry
Licenses & Credentials Minimum Required: None
We should preserve that. Could format as maybe.
Systems & Technology:
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
That's a skill.
What You'll Bring includes:
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.
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.
We can combine Systems & Technology into Skills as a bullet.
Now Benefits:
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.
We can put that in Benefits maybe each benefit as - .
Now we need to ensure
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: EEO etc. At end there is "Stifel is an Equal Opportunity Employer." That's boilerplate, remove. Also need to remove duplicated lines: there is repeated "Let’s talk about how you can find your place here at Stifel, where success meets success." appears twice (intro and after About Stifel). Should we keep only one? The instruction: remove duplicated lines. So we should keep only one occurrence. Probably keep the first? We'll keep one instance. Also need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Now construct HTML. We'll have:
About the role
Why 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. 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.
But note: The "About the role" section should be about the role, not company. However we have no explicit role description besides responsibilities. The intro "Why Stifel" is more about company culture. Could we treat that as "About the role"? Might be okay. Alternatively we could omit About the role section if no specific role description. But we have "What You'll Be Doing" which is responsibilities. The instruction says prefer a few substantive sections over many thin ones. We could combine company description into About the role. It's okay. Now Responsibilities:Responsibilities
- The 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).
- 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.
- with unique items, maybe merging similar.
Now Requirements: Actually the posting didn't have a separate "Requirements" section besides "What We're Looking For" which we used for responsibilities. But there is "Education & Experience" and "Systems & Technology". Those could be qualifications and skills. The "What You'll Bring" is skills. So we need sections: Qualifications (Education & Experience), Skills (What You'll Bring + Systems & Technology?), Benefits.
But we also have "Education & Experience" and "Systems & Technology" as separate headings in the posting. We could map Education & Experience to Qualifications, Systems & Technology to Skills (or part of Skills). However the instruction says use headings like Qualifications, Skills. So we can have Qualifications for Education & Experience, Skills for What You'll Bring and Systems & Technology combined.
Let's extract Qualifications:
Education & Experience:
Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years clerical/related industry
Licenses & Credentials Minimum Required: None
We should preserve that. Could format as
- . Now we need to ensure
- maybe.
Systems & Technology:
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
That's a skill.
What You'll Bring includes:
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.
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.
We can combine Systems & Technology into Skills as a bullet.
Now Benefits:
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.
We can put that in Benefits
- maybe each benefit as