Part-Time Client Services Associate for Finance & Admin

Stifel; Ames (IA); On-site; USD 20,664 - 34,440; Part time

Benefits offered by this job

Health care benefits

401k plan

Paid time off

Job summary

Stifel is seeking a Client Services Associate in Ames, Iowa. This part-time role assists Financial Advisors with client account maintenance and a variety of administrative tasks. Responsibilities include clerical functions, customer service support, and ensuring accurate record keeping. Ideal candidates will have a high school diploma and 2 years of related experience. Compensation includes a comprehensive benefits package like health care, 401k, and paid time off. Join Stifel to grow your career within an entrepreneurial environment.

Responsibilities

• Assist in opening and maintaining client accounts and records.
• Perform administrative support duties for Financial Advisors.
• Provide customer service support and answer client inquiries.
• Organize maintenance of complete client account records.
• Identify and escalate issues to Financial Advisors or Branch Manager.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Stifel is seeking a Client Services Associate in Ames, Iowa. This part-time role assists Financial Advisors with client account maintenance and a variety of administrative tasks. Responsibilities include clerical functions, customer service support, and ensuring accurate record keeping. Ideal candidates will have a high school diploma and 2 years of related experience. Compensation includes a comprehensive benefits package like health care, 401k, and paid time off. Join Stifel to grow your career within an entrepreneurial environment.