Client Services Associate — Wealth Management Support

Stifel, Incorporated; Daytona Beach (FL); On-site; USD 22,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Dental and vision care

401k

Paid time off

Life insurance

Job summary

Stifel, Incorporated is seeking a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, performing a variety of administrative tasks, and delivering excellent client service. The role supports account setup, document handling, and trade entry as directed by FA(s).

The position requires clerical experience, basic financial industry knowledge, and solid organizational skills, with a focus on accuracy and customer service excellence.

Qualifications

• Clerical experience and administrative skills.
• Familiarity with brokerage industry and regulations.
• Strong time management and communication.

Responsibilities

• Open and maintain client accounts and records under supervision.
• Enter data and prepare documents, mailings, and files as needed.
• Answer phones and provide customer service to clients.
• Process client requests and escalate to FA(s) when needed.
• Assist in preparing quotes and account-related information.
• Support FA(s) with reports and document handling.
• Monitor for unusual activity and escalate as required.
• Perform miscellaneous admin duties and projects for branch.

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

None

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, performing a variety of administrative tasks, and delivering excellent client service. The role supports account setup, document handling, and trade entry as directed by FA(s).

The position requires clerical experience, basic financial industry knowledge, and solid organizational skills, with a focus on accuracy and customer service excellence.