Client Service Associate - Non-registered

Stifel Financial Corp

Salem, OR, US
**
2+ years business administrative experience
Proficient in microsoft excel word powerpoint outlook
Knowledge of investment brokerage industry regulations
** Stifel Financial Corp is seeking a Client Service Associate (Non-Registered) to support financial advisors with client account management and administrative duties in their Salem, OR office. The role requires strong organizational and communication skills, with a focus on providing excellent customer service in the investment brokerage industry. **

Job Summary

  • The role involves assisting Financial Advisors with opening and maintaining client accounts and records.
  • Stifel offers a culture where everyone belongs and contributes to the success of clients and the firm.
  • The position includes performing operational functions such as check requests, wiring funds, and address changes.

Matching Summary

Match Score: 75

** Stifel Financial Corp is seeking a Client Service Associate (Non-Registered) to support financial advisors with client account management and administrative duties in their Salem, OR office. The role requires strong organizational and communication skills, with a focus on providing excellent customer service in the investment brokerage industry. **

Skills & Requirements

Must-have

  • 2+ years business administrative experience
  • Proficient in Microsoft Excel Word PowerPoint Outlook
  • Knowledge of investment brokerage industry regulations

Nice-to-have

  • Excellent grammar and phone etiquette
  • Ability to prioritize multiple tasks and deadlines
  • Strong logical reasoning for problem solving

Key Requirements

  • High School Diploma or equivalent
  • Minimum 2 years of business administrative experience
  • Basic knowledge of investment products and securities regulations

Work Rights

Not specified

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