Client Service Associate

2 days ago


Grand Rapids, Michigan, United States Stifel Financial Full time
Job Title: Client Service Associate

Stifel's PearlStreet Investment Management team is seeking a highly skilled and organized Client Service Associate to support a team of financial advisors focusing on corporate retirement plans.

The ideal candidate will provide administrative and clerical support, including managing client service materials, coordinating compliance oversight, and maintaining accurate records.

Key Responsibilities:
  • Manage client service materials for regular meetings and coordinate compliance oversight
  • Maintain accurate records of client data, assets, and investments
  • Prepare quarterly reports, invoices, and other materials for clients
  • Provide general administrative support, including meeting scheduling and coordination
  • Contribute to team efforts by accomplishing related tasks as needed
Requirements:
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and Adobe Acrobat
  • Strong computer skills and creativity
  • Excellent organizational and time management abilities
  • Ability to manage multiple projects with exceptional accuracy
  • Outstanding written and oral communication skills
About Stifel:

Stifel is a global wealth management and investment banking firm with a commitment to innovation and fresh ideas. We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.



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