Client Services Associate - Wealth & Account Support

Stifel Financial; Brentwood (TN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401k plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel Financial is seeking a Client Services Associate to assist one or more Financial Advisors with opening and maintaining client accounts and records. The role includes a broad range of administrative duties, client service, and may involve entering trades as directed by the FA(s).

The ideal candidate will have solid clerical experience, strong organizational abilities, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years clerical/related industry experience.
• Proficient in Microsoft Excel, Word, PowerPoint and Outlook.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Provide administrative support and handle communications and filings.
• Enter trades as directed by Financial Advisors.

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 Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial is seeking a Client Services Associate to assist one or more Financial Advisors with opening and maintaining client accounts and records. The role includes a broad range of administrative duties, client service, and may involve entering trades as directed by the FA(s).

The ideal candidate will have solid clerical experience, strong organizational abilities, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.