Client Service Representative

4 days ago


Garden City, Michigan, United States Stifel Financial Full time

A Client Service Representative at Stifel Financial assists Financial Advisors with client account opening and maintenance. Key responsibilities include performing clerical functions related to client accounts and ongoing account services. Key qualities we're looking for in a candidate include strong organizational skills and attention to detail.

Key Responsibilities:
  • Assist Financial Advisors with client account opening and maintenance
  • Perform clerical functions related to client accounts and ongoing account services
Requirements:
  • Strong organizational skills
  • Attention to detail


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