Client Services Associate: Financial Accounts & Admin

Stifel Financial Corp.; Holland (MI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Benefits package

Job summary

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and performing a wide range of administrative tasks.

The role requires strong clerical skills, knowledge of brokerage operations, and excellent communication. You will handle trade entries as directed, prepare reports, and ensure compliance with regulatory requirements in a fast-paced office environment.

Qualifications

• Minimum required: high school diploma or equivalent.
• Two years of clerical or related industry experience.
• Knowledge of brokerage industry and securities regulations.
• Proficient with common office software including Excel and Word.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative duties such as word processing, mailings, and filing.
• Handle client inquiries and provide customer service support.
• Assist with trade entries as directed by Financial Advisors.
• Obtain approvals for FA communications and advertisements.
• Provide account and trade related reports to FAs.
• Escalate suspicious activity to Branch Manager.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer & interpersonal skills

Communication skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and performing a wide range of administrative tasks.

The role requires strong clerical skills, knowledge of brokerage operations, and excellent communication. You will handle trade entries as directed, prepare reports, and ensure compliance with regulatory requirements in a fast-paced office environment.