Financial Client Services Associate

Stifel, Incorporated; Fort Myers (FL); On-site; USD 39,000 - 54,000; Full time

Benefits offered by this job

Health

Dental and vision care

401k

Welfare initiatives

Life insurance

Paid time off

Job summary

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with client accounts, related records, and broad administrative duties. You will handle tasks such as file management, mailings, phone coverage, and compliance with approvals for communications and advertisements.

Occasional trade entry may be required under supervision. The role emphasizes organization, customer service, and teamwork within a growing wealth management culture.

Qualifications

• High School Diploma or equivalent required.
• 2 years clerical/related industry experience.
• Proficient in MS Office (Excel, Word, PowerPoint, Outlook).
• Knowledge of the investment brokerage industry helpful.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts and records.
• Provide general client service support and handle administrative tasks.
• enter trades as directed by Financial Advisors when permitted.
• Prepare mailings, answer phones, file documents, and retrieve approvals for communications.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer interpersonal skills

Communication skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with client accounts, related records, and broad administrative duties. You will handle tasks such as file management, mailings, phone coverage, and compliance with approvals for communications and advertisements.

Occasional trade entry may be required under supervision. The role emphasizes organization, customer service, and teamwork within a growing wealth management culture.