Client Service Representative

3 weeks ago


Columbia, Missouri, United States Stifel Full time
About the Role

We are seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in the daily administration of their business. As a key member of our team, you will play a critical role in ensuring the smooth operation of our clients' accounts and providing exceptional service to our clients.

Key Responsibilities
  • Open new client accounts and maintain accurate records
  • Prepare and process investment documentation, including outgoing check requests and other disbursements
  • Interact with clients regularly to respond to inquiries, provide account and market information, and schedule appointments
  • Perform administrative duties, including scanning, answering phones, preparing mailings, data entry, and scheduling meetings
  • Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation
Requirements
  • High School Diploma or equivalent experience preferred
  • 2+ years clerical/related industry experience required
  • Series 7 and Series 66 (or ability to obtain after hire) preferred but not required
About Stifel

Stifel is a global wealth management and investment banking firm with a rich history of innovation and fresh ideas. We are committed to helping families, companies, and municipalities find their own success. Our entrepreneurial environment and comprehensive benefits package make us an attractive place to build your career.



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