Non Registered - Client Service Associate

Stifel Financial Corp

Hauppauge, NY, US
Base: usd $44,000.00pyr - usd $65,800.00pyr; bonus...
**
2 years clerical experience
Microsoft office proficiency
Investment brokerage industry knowledge
** Stifel Financial Corp is seeking a Non Registered - Client Service Associate for their Hauppauge, NY location. The role involves providing administrative support to Financial Advisors, maintaining client accounts, and assisting with customer service tasks in a client-focused culture. **

Job Summary

  • The role involves assisting Financial Advisors with opening and maintaining client accounts and records under immediate supervision.
  • Stifel offers a culture where everyone belongs and contributes to the success of clients, their careers, and the firm.
  • Compensation includes a base salary ranging from $44,000 to $65,800 plus discretionary bonuses and comprehensive benefits.

Matching Summary

Match Score: 75

** Stifel Financial Corp is seeking a Non Registered - Client Service Associate for their Hauppauge, NY location. The role involves providing administrative support to Financial Advisors, maintaining client accounts, and assisting with customer service tasks in a client-focused culture. **

Salary

Base: USD $44,000.00/Yr - USD $65,800.00/Yr; Bonus/Equity: Discretionary bonuses included; Benefits: Health/dental/vision, 401k, paid time off, tuition assistance

Skills & Requirements

Must-have

  • 2 years clerical experience
  • Microsoft Office proficiency
  • Investment brokerage industry knowledge
  • Account opening and maintenance skills
  • Strong written and verbal communication

Nice-to-have

  • Critical thinking and problem solving
  • Customer needs assessment skills
  • Ability to prioritize multiple tasks
  • Understanding of securities regulations

Key Requirements

  • High School Diploma or equivalent
  • Minimum 2 years clerical or related industry experience
  • No specific licenses required

Work Rights

Not specified

Tailored Resume

Cover Letter