Client Services Associate - Financial Advisory Support

Stifel Financial Corp.; Canfield (OH); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

A financial services company located in Ohio is looking for a Client Services Associate. This role involves assisting Financial Advisors with client accounts and performing various administrative tasks. The ideal candidate will possess strong communication and interpersonal skills, have a high school diploma, and at least two years of clerical experience. Proficiency in Microsoft Office tools is essential. Join a supportive team in a well-established firm committed to client success.

Responsibilities

• Assist Financial Advisor(s) with client accounts.
• Provide customer service support to clients.
• Perform clerical functions for client accounts.
• Organize and maintain client records.
• Execute administrative duties and projects.

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

Microsoft PowerPoint

Microsoft Outlook

Job description

A financial services company located in Ohio is looking for a Client Services Associate. This role involves assisting Financial Advisors with client accounts and performing various administrative tasks. The ideal candidate will possess strong communication and interpersonal skills, have a high school diploma, and at least two years of clerical experience. Proficiency in Microsoft Office tools is essential. Join a supportive team in a well-established firm committed to client success.