Brokerage Client Services Associate

Stifel, Incorporated; Brentwood (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

Stifel, Incorporated is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts and records, handling a variety of administrative duties, and delivering excellent customer service. The role requires clerical experience and strong MS Office skills, along with attention to detail and compliance awareness.

Responsibilities include processing account-related requests, data entry for trades, and preparing client communications.

Qualifications

• High school diploma or equivalent is required.
• Minimum 2 years clerical/related industry experience.
• Proficiency with MS Office Suite (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Open and maintain client accounts and records as directed by Financial Advisors.
• Provide administrative support including filing, mailings, and answering phones.
• Assist with check requests, wiring funds, address changes, and dividend information.
• Enter trades as directed by Financial Advisors.
• Provide quotes and account-related information to clients as needed.
• Prepare reports for Financial Advisors and escalate issues to Branch Manager when necessary.

Skills

Administrative know-how

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High school diploma

Clerical experience (2 years)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts and records, handling a variety of administrative duties, and delivering excellent customer service. The role requires clerical experience and strong MS Office skills, along with attention to detail and compliance awareness.

Responsibilities include processing account-related requests, data entry for trades, and preparing client communications.