Client Services Representative
2 weeks ago
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.
- 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.
- 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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