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Client Service Coordinator

2 months ago

Grand Rapids MI USA, United States Stifel Financial Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and exceptional results.

Key Responsibilities
  • Client Service Support: Assist in the production and maintenance of client service materials, including reports, presentations, and other documents.
  • Administrative Tasks: Manage client files, track data, and perform various administrative duties to support our team's efforts.
  • Compliance Oversight: Coordinate with our compliance department to ensure all client materials are properly approved and maintained.
  • Financial Operations: Prepare quarterly invoices, track payments, and maintain accurate records of client assets and investments.
  • Meeting Support: Assist with scheduling meetings, preparing materials, and taking notes to ensure smooth client interactions.
  • Office Management: Maintain office supplies, equipment, and IT systems to ensure a productive work environment.
Requirements
  • Education: High School Diploma or equivalent required; Bachelor's degree preferred.
  • Experience: 2+ years of experience in administrative support, client service, or a related field.
  • Skills: Proficient in Microsoft Excel, Word, PowerPoint, Outlook, and other software applications; strong organizational and time management skills.
About Stifel Financial

Stifel Financial is a global wealth management and investment banking firm dedicated to helping families, companies, and municipalities achieve their financial goals. We offer a dynamic and entrepreneurial work environment, comprehensive benefits package, and opportunities for career growth and development.