Client Services Associate: Wealth Management Support

Stifel Financial Corp.; La Crosse (WI); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering customer service to clients. The role may involve entering trades as directed and coordinating with the branch team.

Candidates should have strong clerical experience, solid knowledge of Excel/Word, and the ability to manage multiple tasks with accuracy and professionalism in a fast-paced brokerage environment.

Qualifications

• Administrative and clerical procedures knowledge.
• General understanding of the investment brokerage industry and regulations.
• Strong time management and ability to prioritize tasks.
• Critical thinking to assess problems and propose solutions.
• Customer-focused service mindset with strong interpersonal skills.
• Clear communication in written and spoken form, with professional phone etiquette.

Responsibilities

• Open and maintain client accounts and records; support multiple Financial Advisors.
• Perform administrative duties such as word processing, mailings, filing, and phone coverage.
• Obtain approvals for FA communications and advertisements; ensure compliance.
• Provide client service support and may enter trades as directed.
• Prepare reports and respond to client inquiries; escalate issues as needed.

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering customer service to clients. The role may involve entering trades as directed and coordinating with the branch team.

Candidates should have strong clerical experience, solid knowledge of Excel/Word, and the ability to manage multiple tasks with accuracy and professionalism in a fast-paced brokerage environment.