Brokerage Client Services Specialist

Stifel Financial; Lancaster; On-site; GBP 25,000 - 35,000; Full time

Job summary

A global wealth management firm is seeking a Client Services Associate to assist Financial Advisors with client account management and a variety of administrative support duties. The ideal candidate will have strong customer and interpersonal skills, demonstrate excellent time management, and hold a high school diploma with at least 2 years of clerical experience. This role offers a chance to grow within a dynamic environment and will provide comprehensive benefits including health and retirement plans.

Benefits

Health insurance

Dental insurance

Vision care

401k

Paid time off

Qualifications

• Knowledge of administrative and clerical procedures and systems.
• General understanding of the investment brokerage industry.
• Able to organize, prioritize, and manage multiple tasks.

Responsibilities

• Assist Financial Advisors with client account management.
• Perform administrative functions for client requests.
• Identify situations needing escalation to management.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A global wealth management firm is seeking a Client Services Associate to assist Financial Advisors with client account management and a variety of administrative support duties. The ideal candidate will have strong customer and interpersonal skills, demonstrate excellent time management, and hold a high school diploma with at least 2 years of clerical experience. This role offers a chance to grow within a dynamic environment and will provide comprehensive benefits including health and retirement plans.