Client Services Associate: Wealth Management Support

Stifel; Bethlehem Township (PA); On-site; USD 42,000 - 60,000; Full time

Job summary

Stifel is seeking a Client Services Associate who will support Financial Advisors by opening and maintaining client accounts and records, while performing a variety of clerical and administrative tasks.

This role involves handling daily office duties, preparing mailings, answering phones, and ensuring accuracy of client information. The position requires good communication, organization, and a customer-focused mindset in a busy brokerage environment.

Qualifications

• Bachelor's degree not required; relevant clerical experience preferred.
• Experience with opening and maintaining client accounts is a plus.
• Familiarity with securities industry regulations is helpful.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Perform administrative duties: word processing, mailings, filing, phones.
• Obtain approvals for advisor communications and advertisements.
• Provide customer service support to clients; may enter trades as directed.

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 is seeking a Client Services Associate who will support Financial Advisors by opening and maintaining client accounts and records, while performing a variety of clerical and administrative tasks.

This role involves handling daily office duties, preparing mailings, answering phones, and ensuring accuracy of client information. The position requires good communication, organization, and a customer-focused mindset in a busy brokerage environment.