Client Services Specialist for Financial Advisors

Stifel; Bethel (Berks County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, dental & vision

401k

Paid time off

Job summary

Stifel seeks a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, while handling administrative tasks and client communications. The role involves processing documents, answering phones, preparing mailings, and assisting with trade entry as directed.

Strong Excel/Word skills and familiarity with brokerage environments are desirable. Minimum qualifications include a high school diploma and at least two years of clerical experience; Series 7/63/66

Qualifications

• Administrative and clerical procedures and systems knowledge.
• General understanding of the investment brokerage industry and securities basics.
• Ability to organize, prioritize and meet deadlines.
• Skill in communicating clearly and professionally with clients.

Responsibilities

• Assist when opening and maintaining client accounts and records.
• Perform administrative duties including filing, mailing, answering phones, and processing documents.
• Provide customer service support to clients and escalate issues to Advisors as needed.
• Enter trades as directed by Financial Advisors when applicable.

Skills

Admin know-how

Industry knowledge

Time management

Critical thinking

Customer service

Communication

Education

High School Diploma

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel seeks a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, while handling administrative tasks and client communications. The role involves processing documents, answering phones, preparing mailings, and assisting with trade entry as directed.

Strong Excel/Word skills and familiarity with brokerage environments are desirable. Minimum qualifications include a high school diploma and at least two years of clerical experience; Series 7/63/66