Client Services Associate: Financial Ops & Client Care

Stifel Financial Corp.; Overland Park (KS); On-site; USD 42,000 - 52,000; Full time

Job summary

Stifel seeks a Client Services Associate to support Financial Advisors in opening and maintaining client accounts, performing a broad range of administrative tasks, and ensuring top-notch client service. The role involves handling document gathering, messaging, and trade entry as directed by Advisors, with attention to compliance and detail.

The position requires organizing client records, supporting branch activities, and collaborating with the Branch Manager to resolve issues while delivering

Qualifications

• High School Diploma or equivalent is required.
• At least 2 years clerical/related industry experience.
• Proficiency in Microsoft Excel, Word, PowerPoint, Outlook.

Responsibilities

• Assist Financial Advisor(s) with opening and maintaining client accounts.
• Provide administrative support including word processing, mailings, filing, and answering phones.
• Enter trades as directed by the Financial Advisor(s).
• Provide quotes and account-related information to clients when requested.
• Prepare reports for Financial Advisor(s) and escalate issues to Branch Manager.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Office

Job description

Stifel seeks a Client Services Associate to support Financial Advisors in opening and maintaining client accounts, performing a broad range of administrative tasks, and ensuring top-notch client service. The role involves handling document gathering, messaging, and trade entry as directed by Advisors, with attention to compliance and detail.

The position requires organizing client records, supporting branch activities, and collaborating with the Branch Manager to resolve issues while delivering