Wealth Management Client Services Specialist

Stifel Financial Corp.; Tulsa (OK); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental and vision care

401k

Paid time off

Job summary

Stifel Financial Corp. seeks a Client Services Associate based in Tulsa, Oklahoma. In this role, you will assist Financial Advisors with opening and maintaining client accounts while performing various administrative duties and ensuring exemplary customer service. Candidates should possess strong organizational and communication skills, along with a minimum of a high school diploma and two years of related experience.

The position offers a comprehensive benefits package including health coverage and retirement plans. Join Stifel and find your place where success meets success.

Qualifications

• Minimum of two years of administrative experience in a related field.
• Knowledge of investment brokerage industry and securities regulations is a plus.

Responsibilities

• Assist Financial Advisors with opening and maintaining client accounts.
• Perform administrative functions related to client requests.
• Provide overall customer service support to clients.

Skills

Administrative procedures knowledge

Customer service skills

Organizational skills

Communication skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

Stifel Financial Corp. seeks a Client Services Associate based in Tulsa, Oklahoma. In this role, you will assist Financial Advisors with opening and maintaining client accounts while performing various administrative duties and ensuring exemplary customer service. Candidates should possess strong organizational and communication skills, along with a minimum of a high school diploma and two years of related experience.

The position offers a comprehensive benefits package including health coverage and retirement plans. Join Stifel and find your place where success meets success.