Client Services Associate — Wealth Management Support

Stifel; Billings (MT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts, while delivering excellent client service. The role involves a variety of administrative duties including word processing, mailings, filing, and handling FA communications approvals.

Ideal candidates will have strong MS Office skills, 2+ years clerical experience, and an understanding of the investment brokerage industry.

Qualifications

• Minimum High School Diploma or equivalent.
• 2+ years clerical/related industry experience.
• Proficient in Microsoft Office applications.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative tasks: word processing, mailings, filing, answering phones.
• Process approvals for FA communications and advertisements.
• Provide customer service support to clients and may enter trades as directed.

Skills

Administrative knowledge

Time management

Critical thinking

Customer service

Communication skills

Industry knowledge

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Education

High School Diploma

2+ years clerical/related industry

Tools

Microsoft Excel

Word

PowerPoint

Outlook

Job description

Stifel is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts, while delivering excellent client service. The role involves a variety of administrative duties including word processing, mailings, filing, and handling FA communications approvals.

Ideal candidates will have strong MS Office skills, 2+ years clerical experience, and an understanding of the investment brokerage industry.