Client Relations Specialist
1 week ago
Client Services Associate Role Overview:
- Support Financial Advisors in the process of account initiation and ongoing management.
- Provide essential administrative assistance to enhance operational efficiency.
- Engage in document preparation and data entry tasks.
- Manage and maintain client records with precision.
- This is a part-time employment opportunity.
About Stifel Financial:
Stifel Financial is committed to delivering outstanding financial solutions to its clientele. The Client Services Associate is integral in facilitating the work of Financial Advisors and ensuring that client account processes run seamlessly.
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Client Relations Specialist
2 weeks ago
Lynchburg, United States Stifel Financial Full timeClient Services Associate Role Overview:The Client Services Associate is integral to the operations of our financial advisory team. This position is designed to provide essential support to Financial Advisors in various capacities.Account Management: Assist Financial Advisors with the initiation and upkeep of client accounts.Administrative Support: Carry out...
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Client Relations and Sales Executive
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Client Relations Manager
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Client Support Specialist
1 week ago
Lynchburg, United States Stifel Financial Full timeClient Support Specialist Job Overview:Provide assistance to Financial Advisors in the processes of account initiation and upkeep.Execute various administrative tasks to ensure operational efficiency.Handle documentation and word processing responsibilities.Manage and maintain client records effectively.This is a part-time role within the organization.About...
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Client Service Associate
1 week ago
Lynchburg, United States Stifel Financial Full timeSummary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...
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Client Service Associate
1 month ago
Lynchburg, United States Stifel Full timeSummaryThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and...
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Intake Specialist
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Family Support Specialist
6 days ago
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