Client Services Associate - Financial Operations

Stifel Financial Corp.; West Des Moines (IA); On-site; USD 39,000 - 52,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling a broad range of administrative tasks, and delivering exceptional service to clients.

You'll perform account coding, gather required documents, and manage client records while coordinating with the FA(s) and branch leadership to ensure accuracy and compliance. Strong MS Office skills and attention to detail are essential.

Qualifications

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

Responsibilities

• Assist Financial Advisor(s) with opening and maintaining client accounts and records.
• Provide general administrative support including word processing, mailings, filing, and answering phones.
• Process FA communications and advertisements for approvals; enter trades as directed when applicable.

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

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling a broad range of administrative tasks, and delivering exceptional service to clients.

You'll perform account coding, gather required documents, and manage client records while coordinating with the FA(s) and branch leadership to ensure accuracy and compliance. Strong MS Office skills and attention to detail are essential.