Client Services Associate - Financial Advisory Support

Stifel Financial Corp.; Tuscaloosa (AL); On-site; USD 32,000 - 46,000; Full time

Job summary

Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts and records in Tuscaloosa, AL.

The role involves a range of administrative tasks, document collection, and client service support to ensure accurate and timely processing of requests. Candidates should have a High School Diploma and at least 2 years clerical experience, with proficiency in Microsoft Office.

Qualifications

• Administrative and clerical procedures knowledge.
• Basic understanding of investment brokerage industry and securities regulations.
• Ability to organize, prioritize and meet deadlines.
• Logical reasoning to solve practical problems.
• Customer-focused service principles and interpersonal skills.
• Clear written and spoken communication with good etiquette.

Responsibilities

• Assist Financial Advisor(s) with opening and maintaining client accounts and records.
• Provide general administrative support (filing, mailings, answering phones).
• Process required documents and coordinate with clients for account setup.
• Enter trades as directed by FA(s) when applicable.
• Provide reports and information to FA(s) as requested.
• Escalate suspicious activity to FA(s) or Branch Manager.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts and records in Tuscaloosa, AL.

The role involves a range of administrative tasks, document collection, and client service support to ensure accurate and timely processing of requests. Candidates should have a High School Diploma and at least 2 years clerical experience, with proficiency in Microsoft Office.