Client Services Associate: Financial Admin & Client Care

Stifel Financial Corp.; Canfield (OH); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Paid time off

Job summary

Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, perform admin tasks, coordinate communications, and provide excellent service. This role under supervision ensures accurate recordkeeping and compliance with firm policies.

Professional teamwork, strong Excel/Word skills, and ability to manage multiple tasks are essential. Minimum high school diploma and 2 years clerical experience required; experience in brokerage

Qualifications

• High School Diploma or equivalent required.
• At least 2 years clerical/related industry experience.
• Proficient in Microsoft Excel, Word, PowerPoint and Outlook.
• Basic knowledge of the investment brokerage industry is a plus.
• Strong organizational and record-keeping abilities.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative tasks: word processing, mailings, filing, and phone coverage.
• Obtain approvals for FA communications and advertisements.
• Provide client service support and respond to routine inquiries.
• Enter trades as directed by Financial Advisors where appropriate.
• Prepare reports and information for FA(s) and branch management.
• Organize and maintain client account and trade-related records.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer and 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 is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, perform admin tasks, coordinate communications, and provide excellent service. This role under supervision ensures accurate recordkeeping and compliance with firm policies.

Professional teamwork, strong Excel/Word skills, and ability to manage multiple tasks are essential. Minimum high school diploma and 2 years clerical experience required; experience in brokerage