Client Services Associate - Financial Admin & Support

Stifel

Overland Park (KS)

On-site

USD 22,000 - 30,000

Full time

3 days ago

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Benefits offered by this job

Health, dental & vision

401(k) plan

Paid time off

Wellness programs

Job summary

Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. The role involves a broad range of administrative duties, from word processing to processing mailings and handling client inquiries, with emphasis on accuracy and compliance.

Candidates should have 2 years of clerical experience and be proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

Qualifications

Knowledge of administrative and clerical procedures and systems.
Understanding of the investment brokerage industry and securities regulations.
Ability to organize, prioritize and manage multiple tasks and deadlines.
Strong problem-solving and analytical thinking.
Excellent customer service and interpersonal communication.
Clear, professional communication in spoken and written form.

Responsibilities

Open and maintain client accounts and record-keeping as directed by Financial Advisors.
Provide wide administrative support: word processing, mailings, filing, answering phones.
Assist in obtaining required documents for account types and maintain records.
Handle client requests such as check requests, wiring funds, and address changes.
Provide quotes and account-related information to clients as appropriate.
Generate reports for Financial Advisors and escalate issues when needed.