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Client Support Coordinator

2 months ago

Birmingham, Alabama, United States Stifel Financial Full time
Position Overview

The Client Support Coordinator plays a vital role in delivering exceptional service to our clients. This position involves providing comprehensive administrative, operational, and analytical assistance to a team of Portfolio Managers, Investment Associates, and Client Advisors.

Key Responsibilities
  • Facilitate day-to-day administrative tasks to ensure smooth operations.
  • Support the investment team in managing client accounts and inquiries.
  • Assist in the preparation of reports and documentation for client meetings.
  • Maintain accurate records and databases to enhance service delivery.
Qualifications

The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work collaboratively in a fast-paced environment. A background in financial services or client management is preferred.