Client Services Coordinator — Wealth Management Admin

Stifel Financial Corp.; Greenville, Northern (NC, KY); Hybrid; USD 42,000 - 63,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Wellness initiative

Life insurance

Paid time off

Job summary

Stifel Financial Corp. seeks a Client Services Associate to support financial advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties and provide exceptional client service.

You will enter trades as directed, handle communications approvals, and prepare reports, requiring strong Excel, Word, PowerPoint, and Outlook skills in a fast-paced brokerage environment.

Qualifications

• Administrative and clerical procedures and systems knowledge.
• General understanding of the investment brokerage industry and securities regulations.

Responsibilities

• Assist FAs with opening and maintenance of client accounts and records.
• Perform administrative support duties including word processing, mailings, filing, answering phones.
• Obtain approvals for FA communications and advertisements; provide customer service to clients.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School Diploma

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. seeks a Client Services Associate to support financial advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties and provide exceptional client service.

You will enter trades as directed, handle communications approvals, and prepare reports, requiring strong Excel, Word, PowerPoint, and Outlook skills in a fast-paced brokerage environment.