Client Service Associate

4 days ago


Washington, United States Stifel Full time
About the Role

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel. As a key member of our operations team, you will play a critical role in supporting our financial advisors and clients by providing exceptional administrative support.

Key Responsibilities
  • Assist in the opening and maintenance of client accounts and records, ensuring accuracy and attention to detail.
  • Perform a wide range of administrative tasks, including word processing, preparing mailings, filing, and answering phone calls.
  • Provide overall customer service support to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Work closely with financial advisors to obtain required documents and maintain accurate records.
  • Identify and escalate any suspicious activity or behavior to the Branch Manager.
Requirements
  • High school diploma or equivalent experience.
  • 2+ years of clerical or related industry experience.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Basic knowledge of administrative procedures and systems, including word processing and spreadsheet applications.
What We Offer

At Stifel, we offer a comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.



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