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Client Service Associate

2 months ago

Grand Rapids, Michigan, United States Stifel Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and operational efficiency.

Key Responsibilities
  • Manage client service materials, including production and maintenance of reports, presentations, and other documents
  • Coordinate compliance oversight and maintain accurate records
  • Provide general administrative support, including data management, invoicing, and supply inventory
  • Offer support for ongoing projects, presentations, and client meetings
  • Setup meeting schedules and coordinate appointment calendars
  • Maintain office equipment and perform basic troubleshooting
  • Contribute to team efforts by accomplishing related tasks as needed
Requirements
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and Adobe Acrobat
  • Strong computer skills and creativity
  • Excellent organizational and time management abilities
  • Ability to manage multiple projects with exceptional accuracy
  • Outstanding written and oral communication skills
  • Ability to prioritize tasks and projects efficiently
  • Detail-oriented with strong problem-solving abilities
  • Reliable in follow-through and a strong team player
Education and Experience
  • High School Diploma or equivalent required, Bachelor's degree preferred
  • 2+ years of experience in a related field, with proficiency in Microsoft Office
About Stifel Financial

Stifel Financial is a global wealth management and investment banking firm committed to innovation and fresh ideas. We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.