Client Services Associate - Financial Operations

Stifel Financial Corp.; Tulsa (OK); Hybrid; USD 38,000 - 50,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. The role involves a range of administrative duties, document handling, and customer service to ensure smooth client interactions.

The position requires strong organizational skills, proficiency in Microsoft Office, and the ability to handle multiple tasks while maintaining accuracy.

Qualifications

• Minimum required: high school diploma or equivalent.
• At least 2+ years of clerical/related industry experience.
• Licenses: Series 7 & 63 preferred or must be obtained within 12 months.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative tasks: word processing, mailings, filing, phone coverage.
• Support client service and document approvals for communications/ads.
• Enter trades as directed by advisors and provide account quotes when needed.
• Maintain client account and trade records and respond to client requests.

Skills

Administrative procedures

Customer service

Communication

Multitasking

Attention to detail

Education

High School Diploma or equivalent

2+ years clerical/related industry

Series 7 & 63 or within 12 months

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. The role involves a range of administrative duties, document handling, and customer service to ensure smooth client interactions.

The position requires strong organizational skills, proficiency in Microsoft Office, and the ability to handle multiple tasks while maintaining accuracy.