Client Services Associate - Financial Services Support

Nichols College; Dudley (MA); On-site; USD 48,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts and records. The role involves broad administrative tasks, client service, and occasional trade entry as directed by Advisors.

Ideal candidates bring strong administrative skills, Excel/Word proficiency, and knowledge of the investment brokerage environment. This is a full-time position with opportunities across multiple branches.

Qualifications

• Clerical functions for opening accounts and basic coding.
• Work with FA(s) and clients to gather required documents.
• Maintain complete client account and trade records.
• Handle client requests (check requests, wiring funds, etc.).
• Provide quotes and account information; non-registered quotes restricted.
• Provide reports to FA(s); escalate to Branch Manager as needed.
• Perform admin duties and projects as assigned.

Responsibilities

• Under supervision, assist FA(s) with opening and maintaining client accounts.
• Provide administrative support including word processing and mailings.
• Obtain approvals for FA communications and advertisements.
• Deliver overall customer service support to clients.
• May enter trades as directed by the FA(s).

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer 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 is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts and records. The role involves broad administrative tasks, client service, and occasional trade entry as directed by Advisors.

Ideal candidates bring strong administrative skills, Excel/Word proficiency, and knowledge of the investment brokerage environment. This is a full-time position with opportunities across multiple branches.