Wealth Management Client Services Specialist

Stifel, Incorporated; La Crosse (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

Stifel, Incorporated in La Crosse, WI is seeking a Client Services Associate to support Financial Advisors with account openings, maintenance, and a wide range of administrative tasks. You will handle filings, phone work, and client communications, while ensuring accuracy and compliance.

The role emphasizes clerical proficiency, organization, and strong customer service. Qualified candidates bring at least two years of clerical experience, MS Office skills, and good interpersonal communication

Qualifications

• Minimum: High School Diploma or equivalent.
• Minimum: 2 years clerical/related industry experience.
• Knowledge of administrative and clerical procedures is expected.
• Microsoft Office applications proficiency is required.

Responsibilities

• Assist with opening client accounts and maintaining records.
• Provide customer service support and handle phone inquiries.
• Prepare mailings, filings, and general office tasks.
• Process routine client requests and document actions for FA(s).
• Support FA(s) with quotes and account-related information as needed.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Education

High School Diploma

2 years clerical/related industry

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel, Incorporated in La Crosse, WI is seeking a Client Services Associate to support Financial Advisors with account openings, maintenance, and a wide range of administrative tasks. You will handle filings, phone work, and client communications, while ensuring accuracy and compliance.

The role emphasizes clerical proficiency, organization, and strong customer service. Qualified candidates bring at least two years of clerical experience, MS Office skills, and good interpersonal communication