Client Service Associate

2 days ago


Garden City, Michigan, United States Stifel Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our operations team, you will be responsible for providing exceptional customer service to our clients, assisting with account maintenance, and performing various administrative tasks.

Key Responsibilities
  • Provide top-notch customer service to clients, responding to inquiries and resolving issues in a timely and professional manner.
  • Assist with account maintenance, including opening and closing accounts, processing transactions, and updating client records.
  • Perform various administrative tasks, such as data entry, filing, and preparing reports.
  • Work closely with financial advisors and other team members to ensure seamless client service and support.
  • Identify and escalate any issues or concerns that may impact client relationships or business operations.
Requirements
  • High school diploma or equivalent required; 2+ years of experience in the investment industry preferred.
  • Series 7 and 63 or 66 licenses required.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, advisors, and other team members.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Ability to maintain confidentiality and handle sensitive client information.
What We Offer

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



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