Wealth Management Client Services Associate

Stifel; Bethlehem (Northampton County); On-site; USD 42,000 - 60,000; Full time

Job summary

Stifel is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts, handling administrative duties, and providing top-tier client service. You may enter trades as directed and collaborate with FA(s) to ensure accuracy and compliance.

The role emphasizes clerical precision, strong communication, and the ability to manage multiple tasks in a fast-paced brokerage environment.

Qualifications

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 2 years clerical/related industry

Responsibilities

• Open and maintain client accounts and records as directed by FA(s).
• Perform clerical tasks such as answering phones, mailings, filing, and document processing.
• Enter trades as directed by Financial Advisor(s).
• Provide client service support and respond to routine inquiries with accuracy.
• Provide reports and information to FA(s) and escalate issues when needed.
• Identify situations to escalate to the Branch Manager or FA(s).

Skills

Admin skills

Industry knowledge

Time management

Critical thinking

Customer skills

Communication

Education

High School Diploma

2 years clerical exp

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking a Client Services Associate (NR) to support Financial Advisors with opening and maintaining client accounts, handling administrative duties, and providing top-tier client service. You may enter trades as directed and collaborate with FA(s) to ensure accuracy and compliance.

The role emphasizes clerical precision, strong communication, and the ability to manage multiple tasks in a fast-paced brokerage environment.