Financial Client Services Associate – Accounts & Admin

Stifel Financial; Redlands (CA); On-site; USD 42,000 - 55,000; Full time

Job summary

Stifel Financial seeks an entry-level Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. The role includes a range of administrative duties, customer service, and basic trade entry as directed by advisors.

The position emphasizes strong organizational skills, Excel/Word proficiency, and effective communication to ensure accurate documentation and responsive client service.

Qualifications

• Minimum required: High School Diploma or equivalent.
• Minimum required: 2 years clerical/related industry experience.
• Proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Assist one or more Financial Advisors with opening and maintaining client accounts and records.
• Perform clerical tasks (typing, filing, answering phones, mailing documents).
• Obtain approvals for FA communications and advertisements.
• Provide reports and information to FA(s) and clients.
• Enter trades as directed by the FA(s) and support branch operations.
• Identify situations needing escalation to FA(s) or Branch Manager.

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

Excel

Word

PowerPoint

Outlook

Job description

Stifel Financial seeks an entry-level Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. The role includes a range of administrative duties, customer service, and basic trade entry as directed by advisors.

The position emphasizes strong organizational skills, Excel/Word proficiency, and effective communication to ensure accurate documentation and responsive client service.