Client Services Associate: Financial Operations

Stifel; Evansville (IN); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health, dental & vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a Client Services Associate to support one or more Financial Advisors in opening and maintaining client accounts and records, providing broad administrative assistance, answering phones, and ensuring excellent client service.

You will gather required documents, coordinate with clients, enter trades per advisor directions, and help maintain complete account and trade records while escalating issues as needed.

Qualifications

• Minimum required: High School Diploma or equivalent.
• Minimum required: 2 years clerical/related industry experience.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Provide wide-ranging administrative support (word processing, mailings, filing, phone coverage) and customer service.
• May enter trades as directed by Financial Advisors.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High school diploma

2 years clerical experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Microsoft Outlook

Job description

Stifel is seeking a Client Services Associate to support one or more Financial Advisors in opening and maintaining client accounts and records, providing broad administrative assistance, answering phones, and ensuring excellent client service.

You will gather required documents, coordinate with clients, enter trades per advisor directions, and help maintain complete account and trade records while escalating issues as needed.