Wealth Management Client Services Associate

Stifel Financial Corp.; Billings (MT); On-site; USD 38,000 - 58,000; Full time

Job summary

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. You will perform a range of administrative tasks and help ensure accurate records and timely client communication.

The role involves handling client requests, data entry, and coordination with advisors to facilitate trades and regulatory compliance. Strong organization and customer service are essential.

Qualifications

• Open and maintain client accounts with accuracy.
• Process client requests and provide exceptional service.
• Support financial advisors with communications approvals.
• Maintain complete client account and trade records.

Responsibilities

• Under supervision, assist Financial Advisors with opening and maintaining client accounts.
• Enter trades as directed by the Financial Advisors.
• Perform administrative duties: word processing, mailings, filing, answering phones.
• Provide customer service support and responsive information to clients.

Skills

Administrative knowledge

Time management

Customer service

Communication

Attention to detail

Education

High School Diploma or equivalent

2+ years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. You will perform a range of administrative tasks and help ensure accurate records and timely client communication.

The role involves handling client requests, data entry, and coordination with advisors to facilitate trades and regulatory compliance. Strong organization and customer service are essential.