Client Services Specialist: Financial Accounts & Admin

Stifel; Tulsa (OK); On-site; USD 38,000 - 48,000; Full time

Job summary

Stifel in Oklahoma is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, provide administrative support, answer calls, prepare mailings, and ensure accurate records.

You will enter trades as directed, manage client documents, and deliver high-quality service while complying with securities regulations. This role requires strong organization, communication, and Excel proficiency, with Series 7/63 expected or obtainable.

Qualifications

• Minimum High School Diploma or equivalent.
• 2+ years clerical experience within related industry.
• Familiarity with financial services and securities regulations.
• Ability to obtain Series 7 & 63 licenses or already possess them.

Responsibilities

• Assist one or more Financial Advisors with opening and maintaining client accounts and records.
• Perform administrative duties including word processing, mailings, filing, and answering calls.
• Obtain approvals for FA communications and advertisements; provide client service support.
• Enter trades as directed by Financial Advisors; provide account-related quotes when appropriate.
• Maintain complete client account and trade records; escalate issues to Branch Manager.

Skills

Customer service

Organization

Communication

Problem solving

Multitasking

Attention to detail

Education

High School Diploma or equivalent

Series 7 & 63 licenses or able to obtain within 12 months

Tools

Excel

Word

PowerPoint

Outlook

Job description

Stifel in Oklahoma is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, provide administrative support, answer calls, prepare mailings, and ensure accurate records.

You will enter trades as directed, manage client documents, and deliver high-quality service while complying with securities regulations. This role requires strong organization, communication, and Excel proficiency, with Series 7/63 expected or obtainable.