Financial Client Services Associate

Talentify; Tulsa (OK); On-site; USD 42,000 - 64,000; Full time

Job summary

Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and related records. You will handle a range of administrative tasks, coordinate with advisors, and ensure accurate documentation and reporting for client activities.

The role requires strong organizational skills, good communication, and familiarity with Excel/Office tools, while adhering to industry regulations and branch procedures.

Qualifications

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 2+ years clerical/related industry
• Series 7 & 63 or must obtain within 12 months

Responsibilities

• Open and maintain client accounts and records
• Obtain required documents with FA(s)
• Maintain complete client account and trade records
• Handle client requests (check requests, wiring funds, address changes)
• Provide quotes/information to clients as allowed
• Provide reports to FA(s)
• Escalate issues to FA(s) or Branch Manager
• Perform general admin duties (typing, filing, phones)

Skills

Customer service

Administrative skills

Multitasking

Communication

Attention to detail

Education

High School Diploma or equivalent

2+ years clerical/related industry

Series 7 & 63 or must obtain within 12 months

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and related records. You will handle a range of administrative tasks, coordinate with advisors, and ensure accurate documentation and reporting for client activities.

The role requires strong organizational skills, good communication, and familiarity with Excel/Office tools, while adhering to industry regulations and branch procedures.