Client Service Associate

4 hours ago


Dallas, Texas, United States Stifel Full time
Job Summary

We are seeking a highly organized and detail-oriented Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and administrative support to our clients and financial advisors.

Key Responsibilities
  • Assist financial advisors with opening and maintaining client accounts and records
  • Perform a wide range of administrative tasks, including word processing, filing, and answering phone calls
  • Provide overall customer service support to clients, including responding to inquiries and resolving issues
  • Work with financial advisors and clients to obtain required documents and information
  • Organize and maintain complete client account and trade-related records
  • Perform operational or administrative functions for client-related requests
Requirements
  • High school diploma or equivalent required
  • 2+ years of clerical or related industry experience
  • Knowledge of administrative and clerical procedures and systems
  • General understanding of the investment brokerage industry and securities regulations
  • Excellent communication and customer service skills
About Stifel

Stifel is a global wealth management and investment banking firm with a rich history and a commitment to innovation and fresh ideas. We offer a dynamic and entrepreneurial environment, comprehensive benefits package, and opportunities for career growth and development.



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