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Financial Services Associate

2 months ago

New York, New York, United States Stifel Financial Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will play a critical role in supporting our financial advisors and ensuring the smooth operation of our client accounts.

Key Responsibilities
  • Client Account Management: Assist in the opening and maintenance of client accounts, including performing clerical functions and maintaining accurate records.
  • Administrative Support: Provide administrative support to our financial advisors, including preparing mailings, filing, and answering phone calls.
  • Customer Service: Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Trade Support: Assist in the processing of trades, including obtaining approvals and maintaining accurate records.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: 2+ years of clerical or related industry experience.
  • Skills: Strong organizational and communication skills, with the ability to work in a fast-paced environment.
About Stifel Financial

Stifel Financial is a leading wealth management and investment banking firm with a rich history of innovation and excellence. We are committed to providing our clients with exceptional service and support, and we are seeking a talented and motivated individual to join our team.