Client Service Associate

4 weeks ago


Palm Beach Gardens, Florida, United States Stifel Financial Full time

Job Summary

As a Client Service Associate at Stifel Financial, you will assist Financial Advisors with the opening and maintenance of client accounts and records. This role involves performing a wide range of administrative support duties, including client service, processing, and branch management.

Key Responsibilities

  • Assist Financial Advisors with client account opening and maintenance
  • Perform administrative support duties, including client service and processing
  • Support branch management and operations

Requirements

To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work in a fast-paced environment.



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