Finance Operations Coordinator – Client Services

Stifel; Corpus Christi (TX); On-site; USD 38,000 - 48,000; Full time

Job summary

Stifel in Corpus Christi, TX is seeking an adaptable support staff associate for a satellite branch. You will perform multiple administrative duties, act as liaison to home office personnel, and ensure accurate processing of client requests and account changes.

The role requires strong client service, solid grammar, and proficient use of Microsoft Excel, Word, PowerPoint, and Outlook. A high school diploma and 2+ years in financial/securities is preferred.

Qualifications

• Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
• General understanding of the securities regulations.
• Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

Responsibilities

• Performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
• Trains additional support staff on daily work assignments.
• Performs operational or administrative functions for client related requests.
• Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
• Books in cash/checks, issues receipts and accurately balances daily.
• Books in securities, issues receipts and accurately balances daily.
• Assists in the opening of customer accounts and processes changes.

Skills

Financial markets knowledge

Securities regulations understanding

Client service focus

Grammar & phone etiquette

Education

High School diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel in Corpus Christi, TX is seeking an adaptable support staff associate for a satellite branch. You will perform multiple administrative duties, act as liaison to home office personnel, and ensure accurate processing of client requests and account changes.

The role requires strong client service, solid grammar, and proficient use of Microsoft Excel, Word, PowerPoint, and Outlook. A high school diploma and 2+ years in financial/securities is preferred.