Client Service Associate

3 days ago


Grand Rapids, Michigan, United States Stifel Financial Corp. Full time
Job Title: Client Service Associate

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial Corp. This role will provide administrative support to our financial advisors and contribute to the success of our corporate retirement plans team.

Key Responsibilities:
  • Manage client service materials, including reports and presentations, to ensure timely and accurate delivery.
  • Coordinate compliance oversight and maintain client files to ensure regulatory requirements are met.
  • Provide administrative support, including data management, invoicing, and record-keeping.
  • Assist with quarterly procedures, including producing, printing, and emailing materials to clients.
  • Offer support for ongoing projects, presentations, meetings, reviews, and client materials.
Requirements:
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Strong organizational and time management skills, with the ability to work effectively in a fast-paced environment.
  • Excellent written and oral communication skills, with the ability to interact with clients, team members, and other areas of the firm.
  • Ability to prioritize tasks and projects efficiently, with a focus on accuracy and attention to detail.
About Stifel:

Stifel 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.



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