Client Service Associate
4 weeks ago
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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