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Customer Service Rep Office Administrator/ Coordinator

Part-Time Client Services Associate - Finance Admin & Trade

Job in Ames, Story County, Iowa, 50011, USA
Listing for: Stifel Financial
Full Time, Part Time position
Listed on 2026-03-07
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm seeks a Client Services Associate to assist Financial Advisors with client account maintenance and provide customer service support. The role includes clerical functions, organizing client records, and operational support for client requests. Candidates must have a high school diploma and 2 years of relevant experience. Proficiency in Microsoft Office is required. The position is initially part-time with the potential to transition to full-time based on branch needs.
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Position Requirements
10+ Years work experience
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