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Client Relations Specialist

2 months ago

Palm Beach, Florida, United States Stifel Financial Full time

Position Overview:
The Client Service Associate plays a vital role in supporting the Financial Advisor by managing essential administrative responsibilities. This includes tasks such as initiating new accounts, processing investment documentation, and maintaining organized records.

Key Responsibilities:
1. Facilitate the opening of new client accounts efficiently.
2. Ensure accurate processing of investment-related paperwork.
3. Organize and maintain important documentation to support client interactions.

This pivotal position contributes to the overall effectiveness of the business and significantly enhances client satisfaction.