Client Services Associate, Wealth Management

Stifel, Incorporated; Savannah (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, and to perform broad administrative duties. The role emphasizes strong customer service, accurate record-keeping, and timely execution of tasks in a fast-paced brokerage environment.

The ideal candidate will have strong Excel/Word/PowerPoint skills, be adept at multitasking, and communicate clearly with clients and colleagues.

Qualifications

• High School Diploma or equivalent required.
• Minimum 2 years clerical/related industry experience.
• Proficient with Microsoft Excel, Word, PowerPoint and Outlook.
• Knowledge of administrative and clerical procedures.
• Basic understanding of investment brokerage industry and securities regulations.
• Strong time management and multitasking abilities.
• Excellent communication and customer service skills.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Perform administrative support duties (word processing, mailings, filing, answering phones).
• Obtain approvals for FA communications and advertisements.
• Provide customer service support to clients; may enter trades as directed by FAs.
• Prepare reports and information for FAs as requested.
• Identify situations to escalate to the Branch Manager; flag suspicious activity.
• Perform general admin duties (typing, filing, answering phones, mailing documents).

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

Excel

Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, and to perform broad administrative duties. The role emphasizes strong customer service, accurate record-keeping, and timely execution of tasks in a fast-paced brokerage environment.

The ideal candidate will have strong Excel/Word/PowerPoint skills, be adept at multitasking, and communicate clearly with clients and colleagues.