Client Services Representative

2 weeks ago


San Francisco, California, United States Stifel Financial Corp. Full time
Client Services Representative - Not Registered

Job Category: BRANCH OFFICE SUPPORT

Requisition Number: CLIEN008429

Position Overview

Under direct supervision, the Client Services Representative (NR) provides essential support to Financial Advisors in managing client accounts and documentation. This role encompasses a range of administrative tasks aimed at ensuring seamless client service.

Key Responsibilities
  • Assist in the clerical processes related to the initiation and ongoing management of client accounts, ensuring accurate coding based on client preferences.
  • Collaborate with Financial Advisors and clients to gather necessary documentation for various account types.
  • Maintain organized and comprehensive records of client accounts and trade-related documentation.
  • Handle operational tasks for client requests, including processing check requests, fund transfers, and updating client information.
  • Provide account-related information to clients upon request, adhering to guidelines regarding the provision of financial quotes.
  • Prepare reports and deliver information to Financial Advisors as needed.
  • Recognize and escalate any issues or suspicious activities to the appropriate personnel.
  • Perform various administrative duties, including typing, filing, and managing correspondence as directed by Financial Advisors or management.
Qualifications
  • Administrative Skills - Proficient in office procedures, including word processing and record management.
  • Industry Knowledge - Basic understanding of the investment brokerage sector and relevant regulations.
  • Time Management - Ability to prioritize and manage multiple tasks effectively.
  • Critical Thinking - Skilled in evaluating solutions and approaches to problem-solving.
  • Customer Service Skills - Knowledge of effective customer service principles and practices.
  • Communication Skills - Strong verbal and written communication abilities, with attention to detail.
Education & Experience
  • High School Diploma or equivalent experience.
  • Minimum of 2 years in a clerical or related role.

Compensation: Competitive salary commensurate with experience.

About Stifel Financial Corp.

Stifel Financial Corp. is a longstanding institution in the financial services industry, committed to innovation and client success. With a network of offices globally, we pride ourselves on providing a supportive environment for our employees to thrive in their careers.

Stifel is an Equal Opportunity Employer.



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