Client Services Associate: Wealth Management Support

Stifel; Greenville (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

Stifel in Greenville, NC is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts and records, handling a broad range of administrative tasks, answering calls, handling documents, and facilitating client service requests. The role requires strong clerical skills and knowledge of office software.

The position emphasizes teamwork with Financial Advisors, data accuracy, and compliance in a fast-paced brokerage environment.

Qualifications

• High School Diploma or equivalent required.
• Minimum 2 years of clerical/related industry experience.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Provide administrative support: word processing, mailings, filing, phones, approvals for communications/adverts.
• Enter trades as directed by Advisors when required.
• Produce reports and information for Advisors and clients.

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 in Greenville, NC is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts and records, handling a broad range of administrative tasks, answering calls, handling documents, and facilitating client service requests. The role requires strong clerical skills and knowledge of office software.

The position emphasizes teamwork with Financial Advisors, data accuracy, and compliance in a fast-paced brokerage environment.