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Client Service Associate

4 months ago

Grand Rapids, United States Stifel Full time
Summary

A highly successful, leading edge, and fun private wealth advisory practice is seeking a Client Service Associate to join our team in Grand Rapids, MI.
If you love people, thrive on bringing order from chaos, and want a higher meaning and satisfaction from your career, this is the opportunity for you

We are a 131 year old company that still thinks like a startup. We’re looking for a professional who is ready to do what it takes to help our clients achieve their goals. It’s that simple. That’s our only measure of success. And it’s why we free our associates to use our incredible breadth of resources to take initiative and do as they see best for clients. We’re moving forward, together. If our commitment inspires you, we invite you to consider joining our team

You will play a pivotal role by partnering with Financial Advisors to deliver exceptional service to our clients. You will be responsible for organizing and maintaining a productive office workflow with an emphasis on creating and delivering exceptional client experiences that set us apart and make our clients love us (and you). This position will consistently follow high standards of business and professional ethics, as well as legal and regulatory requirements when dealing with others and/or performing work activities.

Essential Duties & Responsibilities

•Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
•Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
•Provide quotes and other account-related information to assist clients.
•Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
•Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
•Provide reports and other information to FA(s), as requested.
•Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
•Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client’s state of residence.
•Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
•Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

Qualifications

•Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
•Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
•Time Management – Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently.
•Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
•Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
•Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience

•Minimum Required: High School Diploma or equivalent required. College preferred.
•Minimum Required: 2+ years investment industry experience

Licenses & Credentials

  • Series 7 and 63/66 required.


About Stifel

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

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