Private Client Operations Specialist

Stifel; Corpus Christi (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Stifel is seeking an administrative support professional for a satellite/small branch to serve as liaison to home office personnel and to handle daily clerical tasks. The role supports client requests, processes orders, balances cash and securities, and helps open and modify customer accounts.

You will train other staff, maintain Excel/Office workflows, and uphold strong client-service standards in a fast-paced environment at a growing firm.

Qualifications

• Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
• General understanding of the securities regulations.
• Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

Responsibilities

• Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
• Trains additional support staff on daily work assignments.
• Performs operational or administrative functions for client related requests.
• Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
• Books in cash/checks, issues receipts and accurately balances daily.
• Books in securities, issues receipts and accurately balances daily.
• Assists in the opening of customer accounts and processes changes.

Skills

Financial markets

Securities industry

Client service

Microsoft Office

Education

High School diploma

Tools

Excel

Word

PowerPoint

Outlook

Job description

Stifel is seeking an administrative support professional for a satellite/small branch to serve as liaison to home office personnel and to handle daily clerical tasks. The role supports client requests, processes orders, balances cash and securities, and helps open and modify customer accounts.

You will train other staff, maintain Excel/Office workflows, and uphold strong client-service standards in a fast-paced environment at a growing firm.