Wealth Management Client Services Specialist

Stifel Financial; Fort Myers (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, dental and vision care

401k plan

Paid time off

Job summary

Stifel Financial is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will perform a range of administrative tasks, answer calls, and help with communications and trade entry as needed.

The role emphasizes clerical accuracy, familiarity with Excel/Word/Outlook, and a commitment to excellent client service. Minimum requirements include a high school diploma and at least two years in clerical work.

Qualifications

• Administrative and clerical procedures knowledge (word processing, filing, records).
• Understanding of brokerage industry basics and securities regulations.
• Ability to organize, prioritize and meet deadlines.
• Strong communication and interpersonal abilities.
• Familiarity with client service and documentation processes.

Responsibilities

• Open client accounts and code based on client features.
• Assist in maintaining complete client account and trade records.
• Provide customer service support to clients and respond to inquiries.
• Answer phones, prepare mailings, files, and general office tasks.

Skills

Administrative knowledge

Industry knowledge

Time management

Critical thinking

Customer service

Communication skills

Education

High School Diploma or equivalent

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will perform a range of administrative tasks, answer calls, and help with communications and trade entry as needed.

The role emphasizes clerical accuracy, familiarity with Excel/Word/Outlook, and a commitment to excellent client service. Minimum requirements include a high school diploma and at least two years in clerical work.