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Client Services Associate Financial Advisors

Job in Bethel Park, Allegheny County, Pennsylvania, 15102, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 38000 - 52000 USD Yearly USD 38000.00 52000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate for Financial Advisors

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.

Are you ready to take on the Client Services Associate for Financial Advisors role at Stifel Financial Corp.?

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Bethel Park, Allegheny County, United States.

This opportunity is part of our work in Management & Operations, Sales.

The advertised compensation is 38.000 - 52.000.

Position Requirements
10+ Years work experience
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