Registered Client Services Associate - Financial Ops & Accounts

Stifel Financial; Haddonfield (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

Stifel is seeking a Client Services Associate (Registered) to assist Financial Advisor(s) with opening and maintaining client accounts, handling a variety of administrative tasks, and delivering responsive client service. You may enter trades as directed and support branch operations with accuracy and professionalism.

The role emphasizes strong organizational skills, proficiency in Microsoft Office, and the ability to work under supervision while maintaining compliance and client confidentiality.

Qualifications

• High school diploma or equivalent required.
• 2 years clerical/related industry experience preferred.

Responsibilities

• Open and maintain client accounts and records under supervision.
• Provide administrative support including word processing, mailings, filing, and phone coverage.
• Obtain approvals for FA communications and advertisements.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Clerical Experience

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a Client Services Associate (Registered) to assist Financial Advisor(s) with opening and maintaining client accounts, handling a variety of administrative tasks, and delivering responsive client service. You may enter trades as directed and support branch operations with accuracy and professionalism.

The role emphasizes strong organizational skills, proficiency in Microsoft Office, and the ability to work under supervision while maintaining compliance and client confidentiality.