Client Service Associate
5 days ago
**Job Summary**
As a Client Service Associate at Stifel Financial, you will play a vital role in supporting our Financial Advisors in the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including:
- Assisting with client onboarding and account setup
- Providing exceptional customer service and responding to client inquiries
- Processing transactions and maintaining accurate records
- Collaborating with the Financial Advisor team to ensure seamless client experience
**Key Responsibilities**
• Assist Financial Advisors with client account maintenance and record-keeping
• Perform a wide range of administrative tasks, including data entry, document preparation, and filing
• Provide exceptional customer service and respond to client inquiries in a timely and professional manner
• Process transactions and maintain accurate records, ensuring compliance with regulatory requirements
• Collaborate with the Financial Advisor team to ensure seamless client experience and achieve business objectives
**Requirements**
• High school diploma or equivalent required; associate's or bachelor's degree preferred
• 1-2 years of experience in a customer-facing role or administrative support position
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize multiple tasks
• Strong organizational and time management skills
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