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Client Relations Specialist

2 months ago

San Francisco, California, United States Stifel Financial Corp. Full time

The Client Service Associate plays a vital role in assisting the Financial Advisor (FA) with the everyday operations of their practice. This includes the initiation of new accounts, preparation and management of investment documentation, and ensuring the accuracy of all related files and paperwork. Regular interaction with clients regarding account updates and transactions is a key aspect of this position.

  • Assist in the daily operations of the Financial Advisor's practice by establishing new client accounts, preparing and managing account-specific and investment-related documentation, facilitating the movement of funds and securities, and maintaining up-to-date and accurate client information.
  • If registered with FINRA, accept, enter, and confirm various types of solicited and unsolicited trade orders from clients or as directed by a Financial Advisor or other registered personnel.
  • Build and maintain client relationships by addressing all client inquiries and anticipating their needs; provide information regarding accounts, market trends, and relevant industry updates.
  • Ensure the accuracy and completeness of account and trade records/files in compliance with Firm policies and industry regulations.
  • Comprehend and adhere to internal policies and industry regulations; proactively identify and escalate issues that require further examination, including suspicious activities, client complaints, trading errors, and violations of industry regulations or Firm policies.
  • Perform administrative duties such as executing marketing campaigns, scheduling and coordinating client meetings and seminars, planning team travel, and processing various business expenses.
  • Engage in and contribute to branch-wide initiatives and projects.

Qualifications

  • Familiarity with financial markets, including the analysis and reporting of financial data and related terminology.
  • Basic understanding of securities regulations and principles.
  • Strong commitment to delivering exceptional client service; excellent interpersonal skills and proficiency in written, verbal, and non-verbal communication are essential.

Education & Experience

  • High school diploma or equivalent is required; a college degree is preferred.
  • 2+ years of experience in the Financial/Securities industry is preferred.
  • Series 7 and 66 licenses are preferred.

Systems & Technology

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

About Stifel

Stifel has a rich history of over 130 years, maintaining a start-up mentality. As a global wealth management and investment banking firm, we are dedicated to innovation and fresh ideas. Our guiding principle is to safeguard our clients' assets as if they were our own, a philosophy established by our founder, Herman Stifel. Our success is closely linked to our commitment to assisting families, businesses, and municipalities in achieving their own success.

With our headquarters in St. Louis, we operate offices in major cities worldwide. Stifel is home to approximately 9,000 professionals who are building their careers in various roles, including financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates. Explore how you can find your place at Stifel, where success aligns with success.

At Stifel, we provide an entrepreneurial environment and a comprehensive benefits package, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.