Registered Client Services Associate (Financial Admin)

Stifel; Overland Park (KS); On-site; USD 45,000 - 60,000; Full time

Job summary

Stifel is seeking a Client Services Associate (Registered) in Overland Park, KS. The role supports Financial Advisors with opening and maintaining client accounts, performs a broad range of administrative duties, answers calls, and ensures proper approvals for communications and ads.

The position emphasizes clerical accuracy, regulatory awareness, and strong customer service skills. Proficiency in Microsoft Office is expected, with a focus on Excel, Word, PowerPoint, and Outlook.

Qualifications

• Clerical and administrative knowledge for office environments.
• Basic understanding of the investment brokerage industry.
• Ability to manage multiple tasks and deadlines.
• Familiarity with regulatory processes and approvals.

Responsibilities

• Assist one or more Financial Advisor(s) with opening client accounts and maintaining records.
• Perform administrative tasks: word processing, mailings, filing, and phones.
• Provide client service support and enter trades as directed by FAs.
• Process approvals for FA communications and advertisements.
• Handle unsolicited orders when registered in the client\'s state of residence.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer Service

Communication Skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a Client Services Associate (Registered) in Overland Park, KS. The role supports Financial Advisors with opening and maintaining client accounts, performs a broad range of administrative duties, answers calls, and ensures proper approvals for communications and ads.

The position emphasizes clerical accuracy, regulatory awareness, and strong customer service skills. Proficiency in Microsoft Office is expected, with a focus on Excel, Word, PowerPoint, and Outlook.