Client Accounts & Services Specialist

Stifel; Frisco (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Wellness programs

Life insurance

Paid time off

Job summary

Stifel in Frisco, TX is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will handle a wide range of administrative tasks, including word processing, mailings, filing, and answering the phone.

Responsibilities include processing account documents, coordinating required materials with clients, and assisting with client-related requests.

Qualifications

• Experience with administrative procedures and records management.
• Ability to organize, prioritize and meet deadlines in a fast-paced environment.
• Strong communication and customer service skills across phone and written channels.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Provide general administrative support including word processing, mailings, filing, and answering phones.
• Enter trades as directed by Financial Advisors and provide reports as requested.

Skills

Administrative procedures

Multitasking

Customer service

Communication

Education

High School Diploma

2+ years clerical experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel in Frisco, TX is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will handle a wide range of administrative tasks, including word processing, mailings, filing, and answering the phone.

Responsibilities include processing account documents, coordinating required materials with clients, and assisting with client-related requests.