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Client Service Associate

1 month ago

Sioux Falls, South Dakota, United States Stifel Full time
About the Role

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

Key Responsibilities
  • Perform data entry and maintain accurate records of client accounts and transactions.
  • Provide administrative support to financial advisors, including preparing mailings, filing, and answering phone calls.
  • Assist clients with account-related inquiries and provide timely responses to their requests.
  • Organize and maintain complete client account records, ensuring accuracy and efficiency.
  • Perform operational or administrative functions for client-related requests, such as check requests, wiring funds, and address changes.
  • Provide reports and other information as requested by clients and financial advisors.
  • Perform outbound calling activities as assigned.
Requirements
  • High School Diploma or equivalent required.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Administrative knowledge and experience, including knowledge of word processing, spread-sheet applications, and office procedures.
  • Excellent time management and organizational skills, with the ability to prioritize and manage multiple tasks and responsibilities.
  • Strong critical thinking and problem-solving skills, with the ability to identify and resolve issues efficiently.
  • Excellent interpersonal and communication skills, with the ability to provide exceptional customer service and communicate effectively with clients and financial advisors.
About Stifel

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

We are an Equal Opportunity Employer and welcome applications from diverse candidates.