Client Services Associate — Brokerage Operations

Stifel Financial; Chicago (IL); Presencial; USD 42.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401k

Paid time off

Wellness initiatives

Dental and Vision care

Life insurance

Descripción de la vacante

Stifel is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts, handling routine administrative tasks, and delivering excellent service to clients.

You will coordinate document collection, process trades as directed, generate reports, and escalate issues to the Branch Manager when needed. Proficiency with Excel/Word/PowerPoint/Outlook and strong communication are essential.

Formación

• Administrative and clerical procedures knowledge.
• Understanding of investment brokerage industry basics and regulations.
• Ability to manage multiple tasks and deadlines.
• Analytical thinking for practical problem solving.
• Strong customer service and interpersonal skills.
• Clear communication in spoken and written form.

Responsabilidades

• Assist with opening client accounts and ongoing account coding.
• Coordinate document collection with clients and FAs.
• Maintain complete client account and trade records for the branch.
• Handle client requests (check requests, wiring funds, address changes).
• Provide quotes and account information as needed; avoid unsolicited stock info.
• Generate reports for FAs and escalate issues to Branch Manager when needed.
• Perform general admin duties and projects as assigned.

Conocimientos

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Educación

High School Diploma or equivalent

2 years clerical/related industry

Herramientas

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Descripción del empleo

Stifel is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts, handling routine administrative tasks, and delivering excellent service to clients.

You will coordinate document collection, process trades as directed, generate reports, and escalate issues to the Branch Manager when needed. Proficiency with Excel/Word/PowerPoint/Outlook and strong communication are essential.