Client Relations Specialist

1 week ago


Lynchburg, United States Stifel Financial Full time

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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