Client Services Associate for Financial Advisors

Stifel Financial Corp.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Stifel Financial Corp. seeks a detail-oriented Client Services Associate (NR) to support one or more Financial Advisors with opening and maintaining client accounts and records, perform a range of administrative tasks, and deliver dependable service to clients.

The role emphasizes accurate data handling, strong MS Office skills, effective communication, and the ability to manage multiple tasks in a fast-paced branch environment.

Qualifications

• High school diploma or equivalent required.
• At least 2 years of clerical or related industry experience.
• Proficient with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Assist with opening and maintaining client accounts and records.
• Provide administrative support including filing, mailings, phones, and communications approvals.
• Enter trades as directed by Financial Advisors when required.
• Prepare reports and respond to client inquiries.
• Identify issues to escalate to the Branch Manager.

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. seeks a detail-oriented Client Services Associate (NR) to support one or more Financial Advisors with opening and maintaining client accounts and records, perform a range of administrative tasks, and deliver dependable service to clients.

The role emphasizes accurate data handling, strong MS Office skills, effective communication, and the ability to manage multiple tasks in a fast-paced branch environment.