Registered Client Services Associate — Client-Focused Operations

Stifel Financial Corp.; Manhattan (KS); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support one or more Financial Advisor(s) by opening and maintaining client accounts, handling administrative tasks, and providing client service.

The role involves processing quotes, entering orders, and ensuring accurate record-keeping for branch operations. Applicants should have a high school diploma and at least two years of investment industry experience, with proficiency in Microsoft Office tools.

Qualifications

• Administrative and clerical procedures knowledge.
• Basic understanding of the investment brokerage industry.

Responsibilities

• Assist Financial Advisor(s) with opening and maintaining client accounts.
• Provide customer service support and handle routine clerical tasks.
• Enter client orders as directed and prepare reports for advisors.
• Maintain complete client account and trade-related records for the branch.

Skills

Admin knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School Diploma

Tools

Excel

Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support one or more Financial Advisor(s) by opening and maintaining client accounts, handling administrative tasks, and providing client service.

The role involves processing quotes, entering orders, and ensuring accurate record-keeping for branch operations. Applicants should have a high school diploma and at least two years of investment industry experience, with proficiency in Microsoft Office tools.