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Client Service Representative

2 months ago

Garden City, Michigan, United States Stifel Financial Full time

**Job Summary**

At Stifel Financial, we are seeking a highly organized and detail-oriented Client Service Associate to assist our Financial Advisors with the opening and maintenance of client accounts and records. As a key member of our team, you will perform a wide range of administrative support duties, including:

  • Assisting with client onboarding and account setup
  • Managing client records and data
  • Providing exceptional customer service and support
  • Collaborating with Financial Advisors to meet client needs

**Responsibilities**

As a Client Service Associate, you will be responsible for:

  • Assisting with daily administrative tasks, such as data entry and record-keeping
  • Communicating with clients and internal teams to resolve issues and answer questions
  • Developing and maintaining strong relationships with clients and colleagues
  • Staying up-to-date on industry developments and best practices

**Requirements**

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Basic knowledge of financial services and industry regulations

**What We Offer**

At Stifel Financial, we offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.