Financial Client Services Associate

Stifel Financial Corp.; Mequon (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Stifel Financial Corp. seeks a Client Services Associate (NR) to assist financial advisors with opening and maintaining client accounts and records. You will perform a broad range of administrative tasks, answer phones, prepare mailings, and provide exceptional client service.

The role requires clerical experience, strong organizational skills, and knowledge of MS Office. This position supports multiple FA(s) and contributes to branch operations.

Qualifications

• Clerical and administrative procedures knowledge.
• Understanding of brokerage industry basics and securities regulations is a plus.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Assist with opening and maintenance of client accounts and records.
• Provide general administrative support and customer service to clients.
• Prepare mailings, answer phones, file documents, and handle routine requests.
• Enter trades as directed by financial advisors when needed.
• Escalate issues to the Branch Manager as appropriate.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. seeks a Client Services Associate (NR) to assist financial advisors with opening and maintaining client accounts and records. You will perform a broad range of administrative tasks, answer phones, prepare mailings, and provide exceptional client service.

The role requires clerical experience, strong organizational skills, and knowledge of MS Office. This position supports multiple FA(s) and contributes to branch operations.