Client Services Associate: Wealth Management Support

Stifel Financial Corp.; Grand Forks (ND); On-site; USD 40,000 - 55,000; Full time

Job summary

Stifel Financial Corp. in Grand Forks, ND seeks a Client Services Associate to support Financial Advisors with account openings, maintenance, and client service. You will handle clerical tasks, data entry, and communications, ensuring accuracy and compliance while delivering excellent service to clients.

Strong organizational and communication skills, plus proficiency in MS Office, are essential for success in this role, which offers growth within a global wealth management firm.

Qualifications

• High School Diploma or equivalent.
• At least 2 years clerical experience in a related industry.
• Familiar with securities basics and office procedures.
• Proficient in MS Office applications.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative tasks such as filing, mailings, and phone coverage.
• Enter trade requests as directed by Financial Advisors.
• Provide client service support and respond to inquiries.
• Prepare and review documents for account approvals.
• Escalate suspicious activity to Branch Manager.
• Coordinate reports and information for Financial Advisors.

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 Financial Corp. in Grand Forks, ND seeks a Client Services Associate to support Financial Advisors with account openings, maintenance, and client service. You will handle clerical tasks, data entry, and communications, ensuring accuracy and compliance while delivering excellent service to clients.

Strong organizational and communication skills, plus proficiency in MS Office, are essential for success in this role, which offers growth within a global wealth management firm.