Proficient in microsoft excel word powerpoint outlook
Knowledge of securities regulations and investment products
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Stifel Financial Corp is seeking a Client Service Associate to support Financial Advisors in managing client accounts and providing exceptional service. The position requires administrative skills and a basic understanding of the investment industry, with a focus on client satisfaction.
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Job Summary
The Client Service Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records.
Stifel strives for a culture that puts its clients and associates first where everyone belongs and contributes to success.
The role includes performing operational functions for client requests such as check requests, wiring funds, and address changes.
Matching Summary
Match Score: 75
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Stifel Financial Corp is seeking a Client Service Associate to support Financial Advisors in managing client accounts and providing exceptional service. The position requires administrative skills and a basic understanding of the investment industry, with a focus on client satisfaction.
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Skills & Requirements
Must-have
2 years investment industry experience
Proficient in Microsoft Excel Word PowerPoint Outlook
Knowledge of securities regulations and investment products
Nice-to-have
Strong critical thinking and problem solving skills
Excellent customer service and interpersonal skills
Ability to prioritize multiple tasks and deadlines