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Financial Client Services Specialist

Job in Atlantic, Cass County, Iowa, 50022, USA
Listing for: Stifel Financial
Full Time position
Listed on 2025-12-19
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Customer Service Rep, 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 leading financial services company seeks a Client Services Associate to assist Financial Advisors with client account management and provide administrative support. The role requires strong communication, organizational skills, and a commitment to excellent customer service. Ideal candidates have a high school diploma and clerical experience, bringing their skills to a supportive and innovative team environment.
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