Client Services Specialist, Wealth Management

Stifel; Oklahoma; On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Job summary

Stifel seeks a Client Services Associate to support Financial Advisors in opening and maintaining client accounts. You will perform a range of administrative tasks, coordinate with clients, and help ensure records and trade activity are accurately maintained.

The role requires solid clerical experience, strong communication, and proficiency with MS Office; Series 7/63 or eligibility may be expected within 12 months. This position provides comprehensive benefits and growth opportunities.

Qualifications

• High School Diploma or equivalent required.
• At least 2 years of clerical/related industry experience.
• Strong administrative skills and knowledge of office procedures.

Responsibilities

• Assist Financial Advisor(s) with opening and maintaining client accounts.
• Provide general administrative support (phones, filing, mailings, documents).
• Enter trades as directed by Financial Advisor(s).
• Provide quotes and account-related information as needed.

Skills

Administrative procedures

Customer service

Communication skills

Multitasking

Education

High School Diploma or equivalent

2+ years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel seeks a Client Services Associate to support Financial Advisors in opening and maintaining client accounts. You will perform a range of administrative tasks, coordinate with clients, and help ensure records and trade activity are accurately maintained.

The role requires solid clerical experience, strong communication, and proficiency with MS Office; Series 7/63 or eligibility may be expected within 12 months. This position provides comprehensive benefits and growth opportunities.