Wealth Management Client Services Specialist

Stifel; Oklahoma; On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision care

401k

Paid time off

Job summary

Stifel is seeking a Client Services Associate to provide support to Financial Advisors by assisting with client accounts and performing various administrative duties. The role involves managing client records and ensuring exemplary customer service.

Applicants should possess a High School Diploma and have at least 2 years of related experience, along with proficiency in Microsoft Office tools. Stifel offers a competitive benefits package and an entrepreneurial environment for career growth.

Qualifications

• 2 years of administrative or related industry experience is required.
• Knowledge of the investment brokerage industry and securities regulations is necessary.
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Assist Financial Advisors with client accounts and records.
• Perform administrative support duties including typing and filing.
• Provide overall customer service support to clients.

Skills

Customer service

Administrative procedures

Problem-solving

Organization

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Stifel is seeking a Client Services Associate to provide support to Financial Advisors by assisting with client accounts and performing various administrative duties. The role involves managing client records and ensuring exemplary customer service.

Applicants should possess a High School Diploma and have at least 2 years of related experience, along with proficiency in Microsoft Office tools. Stifel offers a competitive benefits package and an entrepreneurial environment for career growth.