Client Service Associate
1 week ago
Join to apply for the Client Service Associate - NR role at Stifel Financial Corp.
What You'll Be DoingThe Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, and may enter trades as directed by the FA(s).
What We are Looking For- Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology.
- Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
- Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; able to follow through and accomplish goals, manage expectations appropriately and use firm resources efficiently.
- Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
- Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
- Minimum Required: High School Diploma or equivalent
- Minimum Required: 2 years clerical/related industry
- Minimum Required: None
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Stifel is more than 130 years old and still thinking like a startup. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let us talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
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