Brokerage Client Services Associate — Trade & Support

Stifel Financial Corp.; Tulsa (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

Stifel Financial Corp. in Tulsa seeks a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will perform a range of administrative tasks and provide top-tier client service.

Ideal candidates have strong organizational skills and a good grasp of brokerage operations, with the ability to enter trades as directed and handle communications with clients and staff.

Qualifications

• Minimum required high school diploma or equivalent.
• 2+ years clerical/related industry experience.
• Series 7 & 63 licenses or ability to obtain within 12 months.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Provide customer service support to clients and handle administrative tasks.
• Enter trades as directed by Advisors and prepare reports as needed.
• Organize and maintain client account and trade-related records.
• Handle requests such as check requests, wiring funds, and address changes.

Skills

Administrative procedures

Customer service

Communication

Time management

Education

High school diploma or equivalent

2+ years clerical experience

Series 7 & 63 (within 12 months)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. in Tulsa seeks a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will perform a range of administrative tasks and provide top-tier client service.

Ideal candidates have strong organizational skills and a good grasp of brokerage operations, with the ability to enter trades as directed and handle communications with clients and staff.