Registered Client Service Associate

Stifel Financial Corp

Newport Beach, CA, US
Base: usd $55,300.00pyr - usd $74,000.00pyr; bonus...
Remote
Series 7 and 63 or 66 license required
2 years investment industry experience
Microsoft office proficiency
Stifel Financial Corp is seeking a Registered Client Service Associate to support financial advisors in managing client accounts and providing administrative assistance. The ideal candidate should have a strong background in the investment industry, excellent customer service skills, and relevant licenses

Job Summary

  • The role involves assisting Financial Advisors with opening and maintaining client accounts while performing various administrative duties.
  • Employees must be registered to accept unsolicited orders and enter trades as directed by the Financial Advisor.
  • Stifel offers a comprehensive benefits package including health insurance, 401k, and tuition assistance programs.

Matching Summary

Match Score: 85

Stifel Financial Corp is seeking a Registered Client Service Associate to support financial advisors in managing client accounts and providing administrative assistance. The ideal candidate should have a strong background in the investment industry, excellent customer service skills, and relevant licenses.

Salary

Base: USD $55,300.00/Yr - USD $74,000.00/Yr; Bonus/Equity: Discretionary bonuses available; Benefits: Health/dental/vision, 401k, paid time off

Skills & Requirements

Must-have

  • Series 7 and 63 or 66 license required
  • 2 years investment industry experience
  • Microsoft Office proficiency

Nice-to-have

  • Strong critical thinking skills
  • Excellent customer service orientation
  • Ability to manage multiple deadlines

Key Requirements

  • High School Diploma or equivalent
  • Minimum 2 years investment industry experience
  • Active Series 7 and 63 or 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter