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Client Service Representative

2 months ago

Union, Kentucky, United States Stifel Financial Full time

Job Summary:

The Client Service Associate plays a vital role in supporting the Financial Advisor by handling various administrative tasks. This includes opening new accounts, processing investment documentation, and organizing important paperwork.

Key Responsibilities:

  • Provide exceptional client service and support to Financial Advisors
  • Process new account openings and investment documentation
  • Organize and maintain accurate records and paperwork
  • Assist with client onboarding and account maintenance
  • Collaborate with cross-functional teams to ensure seamless operations

Requirements:

  • High school diploma or equivalent required
  • 1-2 years of administrative experience in a financial services setting
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

About Stifel Financial:

Stifel Financial is a leading financial services company dedicated to providing exceptional client service and support. We are committed to helping our clients achieve their financial goals and objectives.