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Client Service Associate

2 months ago

Boston, Massachusetts, United States Stifel Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will provide exceptional customer service to our clients, assist with the opening and maintenance of client accounts, and perform various administrative tasks.

Key Responsibilities
  • Assist Financial Advisors with client account opening and maintenance
  • Perform administrative tasks, including word processing, filing, and answering phones
  • Provide customer service support to clients
  • Organize and maintain client account records
  • Perform operational or administrative functions for client-related requests
  • Provide quotes and account-related information to clients
  • Identify situations that require attention from Financial Advisors or Branch Managers
Requirements
  • High School Diploma or equivalent experience
  • 2+ years of clerical or related industry experience
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
About Stifel

Stifel is a global wealth management and investment banking firm that values innovation and fresh ideas. We are committed to helping families, companies, and municipalities find their own success. Our team of approximately 9,000 individuals is dedicated to building careers as financial advisors, research analysts, project managers, and more.

We offer an entrepreneurial environment, comprehensive benefits package, and opportunities for growth and development. If you are a motivated and detail-oriented individual who is passionate about providing exceptional customer service, we encourage you to apply for this exciting opportunity.