Client Services Associate — Accounts Setup & Support

Stifel, Incorporated; West Des Moines (IA); On-site; USD 38,000 - 48,000; Full time

Job summary

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, performing administrative duties, and delivering exceptional client service. You will assist with document collection, account coding, and trade entry as directed, while maintaining accurate records for the branch.

The role requires strong organizational skills, proficiency in Microsoft Office, and effective communication with clients and FA(s).

Qualifications

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 2 years clerical/related industry

Responsibilities

• Open and maintain client accounts and records for FA(s).
• Provide general administrative support: word processing, mailings, filing, phones.
• Assist with FA communications and advertisements approvals.
• Enter trades as directed by FA(s).
• Provide reports and information to FA(s) and branch manager.

Skills

Admin procedures

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School diploma

2 years clerical experience

Tools

Excel

Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, performing administrative duties, and delivering exceptional client service. You will assist with document collection, account coding, and trade entry as directed, while maintaining accurate records for the branch.

The role requires strong organizational skills, proficiency in Microsoft Office, and effective communication with clients and FA(s).