Registered Client Services Associate – Accounts & Support
Job in
Billings, Yellowstone County, Montana, 59107, USA
Listed on 2026-07-23
Listing for:
Stifel
Full Time
position Listed on 2026-07-23
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Stifel in Billings, Montana is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts and records.
You will perform a wide range of administrative duties, including document collection, account coding, processing requests, answering calls, and generating reports for the FA.
The role requires strong organizational skills, attention to detail, and clear communication to ensure accurate records and timely service to clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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