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Registered Client Services Associate – Financial Ops

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-06-16
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Stifel Financial Corp. is seeking a Client Services Associate (Registered) to support Financial Advisors in maintaining client accounts and providing administrative services. The role involves clerical functions, customer service, and trade entries based on directives.

The ideal candidate will have strong administrative skills, an understanding of the investment industry, and be proficient in Microsoft Office. Joining Stifel offers a chance to be part of a respected firm dedicated to client success.

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Position Requirements
10+ Years work experience
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