Client Service Associate - Part-time

Stifel; Grand Rapids (MI); On-site; USD 20,664 - 34,440; Part time

Job summary

Stifel in Grand Rapids, MI is looking for a Part-Time Client Service Associate to assist Financial Advisors in managing client accounts and providing essential administrative support. This role involves answering calls, greeting clients, and ensuring a high level of customer service.

The ideal candidate must be extremely organized, detail-oriented, dependable, and a quick learner. This position offers the opportunity to work in a professional environment and contribute to client satisfaction.

Qualifications

• Strong organizational skills are crucial to manage client accounts effectively.
• High attention to detail is required for maintaining accurate records.
• Dependability is key for supporting Financial Advisors and clients.

Responsibilities

• Assist Financial Advisors with maintenance of client accounts.
• Provide administrative support duties to enhance client relationships.
• Answer incoming calls and greet clients at the front reception.

Skills

Extremely organized

Attention to detail

Dependable

Quick learner

Job description

Company Overview: Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the New York Stock Exchange (NYSE: SF).

Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust. These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services. The company’s customers include individuals, corporations, municipalities, and institutions.

Stifel has been a pillar of strength serving its customers for over 125 years. We are a full service regional New York Stock Exchange member firm with Corporate Headquarters located in St. Louis and more than 300 offices in 38 states.

Job Description

Part‑Time Client Service Associate:

In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.

Job Duties

• Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.
• Organizes and assists in the maintenance of complete client account and trade‐related records for the FA(s) and certain required files for the branch office.
• Performs operational or administrative functions for client related requests (e.g., check requests, address change, dividend information, check deposits, check printing, etc.).
• Upon request, provides quotes and other account‐related information to assist clients; non‑registered Client Service Associates may not volunteer quote or other stock information to clients.
• Provides reports and other information to FA(s), as needed.
• Organizes and assists with branch meetings, client events, and seminars.
• Front reception: answering phones and greeting clients.
• Performs various administrative duties (e.g., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.

Stifel is an Equal Opportunity Employer

Qualifications

• Extremely organized
• Attention to detail
• Dependable
• Quick learner