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Client Services Associate — Wealth Management Support
Job in
Billings, Yellowstone County, Montana, 59107, USA
Listed on 2026-08-31
Listing for:
Stifel
Full Time
position Listed on 2026-08-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts, while delivering excellent client service. The role involves a variety of administrative duties including word processing, mailings, filing, and handling FA communications approvals.
Ideal candidates will have strong MS Office skills, 2+ years clerical experience, and an understanding of the investment brokerage industry.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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