Wealth Client Services Specialist (Admin & Accounts)

Stifel, Incorporated; Vero Beach (FL); Presencial; USD 36.000 - 54.000; Jornada completa

Descripción de la vacante

Stifel, Incorporated is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts and records. You'll handle administrative tasks, from word processing to mailings, answering calls, and processing routine requests under supervision.

You'll join a team focused on exemplary client service and accuracy. The role emphasizes organization, communication, and adherence to regulatory guidelines while enabling advisors to focus on client

Formación

• High school diploma or equivalent required.
• At least 2 years of clerical/related industry experience.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

Responsabilidades

• Assist with opening and maintenance of client accounts and records under supervision.
• Provide administrative support including word processing, mailings, filing, and answering phones.
• Enter trades as directed by Financial Advisors.
• Provide reports and other information to Advisors as requested.
• Escalate issues to the Branch Manager when appropriate.

Conocimientos

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Educación

High School Diploma or equivalent

2 years clerical/related industry

Herramientas

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Descripción del empleo

Stifel, Incorporated is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts and records. You'll handle administrative tasks, from word processing to mailings, answering calls, and processing routine requests under supervision.

You'll join a team focused on exemplary client service and accuracy. The role emphasizes organization, communication, and adherence to regulatory guidelines while enabling advisors to focus on client