Client Account Support Specialist

2 months ago


Charlottesville, Virginia, United States Stifel Financial Full time
Position Overview

The Client Services Associate plays a crucial role in supporting Financial Advisors in the management of client accounts and documentation. This position involves a variety of administrative tasks that are essential for maintaining high-quality client service.

Key Responsibilities
  • Assist Financial Advisors with the establishment and upkeep of client accounts.
  • Perform diverse administrative functions, including but not limited to document preparation and data entry.
  • Ensure accurate and timely processing of client-related requests.
  • Collaborate with team members to enhance service delivery and client satisfaction.
Qualifications

The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work effectively in a team-oriented environment. A commitment to providing exceptional client service is essential.



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