Brokerage Client Services Specialist

Stifel, Incorporated

Bloomsburg (Columbia County)

On-site

USD 33,000 - 52,000

Full time

6 days ago

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Job summary

Stifel, Incorporated seeks a detail-oriented Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and providing exceptional service to clients. Under supervision, you will manage records, assist with account coding, prepare documents, and respond to inquiries.

You will work closely with FA(s) to gather required documents, process routine requests, and escalate issues to the Branch Manager when needed.

Qualifications

Administrative and clerical procedures knowledge
Industry knowledge of investment brokerage basics
Ability to manage multiple tasks and deadlines
Analytical thinking for problem solving
Strong customer support and interpersonal skills
Clear communication in spoken and written form

Responsibilities

Assist Financial Advisors with opening and maintaining client accounts and records.
Perform administrative duties such as typing, filing, mailings, and answering phones.
Obtain approvals for advisor communications and advertisements; provide client service support.
Enter trades as directed by Financial Advisors and provide quotes or information as needed.
Organize and maintain client account and trade-related records; escalate issues when needed.