Client Services Specialist – Investments Admin

Stifel Financial Corp.; Fort Myers (FL); On-site; USD 38,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental care

Vision care

401k

Welfare initiatives

Life insurance

Paid time off

Job summary

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors by handling account openings, record maintenance, and a broad range of office tasks.

You will provide responsive client service, process requests, and assist with communications under supervision. The role requires strong clerical skills, familiarity with Microsoft Office, and a basic understanding of brokerage operations.

Qualifications

• Basic clerical and office procedures knowledge.
• Familiarity with investment/brokerage industry basics.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Assist Financial Advisors with opening client accounts and maintaining records.
• Provide general administrative support: phones, mailings, file organization.
• Handle routine client requests and process non-registered information as directed.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer care

Communication skills

Education

High School Diploma/Equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors by handling account openings, record maintenance, and a broad range of office tasks.

You will provide responsive client service, process requests, and assist with communications under supervision. The role requires strong clerical skills, familiarity with Microsoft Office, and a basic understanding of brokerage operations.