Client Services Associate - Wealth Management

Stifel Financial Corp.; Zionsville (IN); On-site; USD 42,000 - 54,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Services Associate (NR) in Indiana to support Financial Advisors with opening and maintaining client accounts and records.

The role involves a wide range of clerical duties, customer service tasks, and trade-entry responsibilities to help ensure smooth client experiences. The ideal candidate has strong admin skills, solid knowledge of the brokerage industry, and the ability to manage multiple tasks with excellent communication.

Qualifications

• High school diploma or equivalent required.
• At least 2 years clerical/related industry experience.
• Proficient with MS Office applications.

Responsibilities

• Open and maintain client accounts and records.
• Provide administrative support and perform word processing, filing, and mailings.
• Answer phones and assist with client communications.
• Enter trades as directed by Financial Advisors.
• Provide reports to Financial Advisors and escalate issues.

Skills

Admin knowledge

Industry knowledge

Time management

Critical thinking

Customer & interpersonal

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. is seeking a Client Services Associate (NR) in Indiana to support Financial Advisors with opening and maintaining client accounts and records.

The role involves a wide range of clerical duties, customer service tasks, and trade-entry responsibilities to help ensure smooth client experiences. The ideal candidate has strong admin skills, solid knowledge of the brokerage industry, and the ability to manage multiple tasks with excellent communication.