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Client Services Associate Financial Advisors
Job in
Bethel Park, Allegheny County, Pennsylvania, 15102, USA
Listed on 2026-09-05
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate () to support Financial Advisors with opening and maintaining client accounts and records, handling a wide range of administrative tasks, and delivering excellent client service.
Under supervision, you will enter trades as directed, assist with communications, prepare reports, and escalate issues to the Branch Manager when needed. Proficiency in MS Office is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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