Wealth Management: Client Services Associate

Stifel Financial; Daytona Beach (FL); Presencial; USD 42.000 - 64.000; Jornada completa

Descripción de la vacante

Stifel Financial is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts and handling a variety of administrative tasks. You will work closely with FAs to gather documents, manage records, and respond to client inquiries in a fast-paced brokerage environment.

You will develop strong proficiency in MS Office, ensure compliance with industry guidelines, and deliver timely reports while escalating any suspicious activity to the Branch Manager.

Formación

• High School Diploma or equivalent required.
• At least 2 years clerical/related industry experience.
• Proficient in Microsoft Office applications.

Responsabilidades

• Open client accounts and perform account coding based on features chosen by the client.
• Coordinate with Financial Advisors and clients to obtain required documents.
• Maintain complete client account and trade-related records for the FA(s) and branch files.
• Handle admin tasks for client requests (checks, wires, address changes, dividend info).
• Provide quotes and account information to FA(s) when requested.
• Generate reports for FA(s) as needed and escalate suspicious activity to Branch Manager.
• Perform general administrative duties (typing, filing, phones, mailing).

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 Financial is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts and handling a variety of administrative tasks. You will work closely with FAs to gather documents, manage records, and respond to client inquiries in a fast-paced brokerage environment.

You will develop strong proficiency in MS Office, ensure compliance with industry guidelines, and deliver timely reports while escalating any suspicious activity to the Branch Manager.