Client Services Specialist for Financial Advisors

Stifel; Billings (MT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Dental and vision benefits

401k plan

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel is a global wealth management and investment banking firm seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering superior client service. The role emphasizes accuracy, regulatory awareness, and collaborative teamwork.

You will assist with document collection, trade entry as directed, and maintaining organized client files across multiple systems.

Qualifications

• Minimum required: High School Diploma or equivalent.
• Minimum required: 2+ years clerical/related industry.

Responsibilities

• Assist one or more Financial Advisors with opening and maintaining client accounts and records.
• Perform a wide variety of administrative tasks including word processing, mailings, filing, and phone coverage.
• Provide customer service support to clients and may enter trades as directed by Financial Advisors.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Education

High School Diploma

2+ years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is a global wealth management and investment banking firm seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering superior client service. The role emphasizes accuracy, regulatory awareness, and collaborative teamwork.

You will assist with document collection, trade entry as directed, and maintaining organized client files across multiple systems.