Part-Time Client Service Associate for Financial Advisory

Stifel; Grand Rapids (MI); On-site; USD 20,664 - 34,440; Part time

Job summary

Stifel in Grand Rapids, MI is looking for a Part-Time Client Service Associate to assist Financial Advisors in managing client accounts and providing essential administrative support. This role involves answering calls, greeting clients, and ensuring a high level of customer service.

The ideal candidate must be extremely organized, detail-oriented, dependable, and a quick learner. This position offers the opportunity to work in a professional environment and contribute to client satisfaction.

Qualifications

• Strong organizational skills are crucial to manage client accounts effectively.
• High attention to detail is required for maintaining accurate records.
• Dependability is key for supporting Financial Advisors and clients.

Responsibilities

• Assist Financial Advisors with maintenance of client accounts.
• Provide administrative support duties to enhance client relationships.
• Answer incoming calls and greet clients at the front reception.

Skills

Extremely organized

Attention to detail

Dependable

Quick learner

Job description

Stifel in Grand Rapids, MI is looking for a Part-Time Client Service Associate to assist Financial Advisors in managing client accounts and providing essential administrative support. This role involves answering calls, greeting clients, and ensuring a high level of customer service.

The ideal candidate must be extremely organized, detail-oriented, dependable, and a quick learner. This position offers the opportunity to work in a professional environment and contribute to client satisfaction.