Wealth Advisory Client Services Associate

Stifel Financial; Vero Beach (FL); On-site; USD 36,000 - 54,000; Full time

Job summary

Stifel Financial in Florida is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts, and delivering broad administrative support to the branch. This role emphasizes accuracy, client service, and adherence to securities rules while handling routine tasks and data entry.

You will perform clerical duties, gather required documents, maintain account and trade records, process requests, provide reports to advisors, escalate issues, and

Qualifications

• High School Diploma or equivalent required.
• Minimum 2 years clerical/related industry experience.
• Knowledge of administrative procedures and office terminology.

Responsibilities

• Open and maintain client accounts and records.
• Handle clerical tasks: word processing, mailings, filing, phones.
• Obtain approvals for advisor communications and ads.
• Provide customer service and respond to client inquiries.
• Enter trades as directed by Financial Advisors.
• Maintain complete client account and trade records.
• Escalate issues to FA(s) or Branch Manager as needed.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer Interpersonal Skills

Communication Skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial in Florida is seeking a Client Services Associate (NR) to support Financial Advisors by opening and maintaining client accounts, and delivering broad administrative support to the branch. This role emphasizes accuracy, client service, and adherence to securities rules while handling routine tasks and data entry.

You will perform clerical duties, gather required documents, maintain account and trade records, process requests, provide reports to advisors, escalate issues, and