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Client Services Specialist - Financial Operations

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: Stifel Financial
Full Time position
Listed on 2025-12-19
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Boston is seeking a Client Services Associate to support Financial Advisors in managing client accounts. Responsibilities include clerical tasks, customer service, and ensuring proper documentation. Candidates should have a high school diploma and at least two years in a related field, with skills in administrative processes and communication. This position offers a comprehensive benefits package and opportunities for personal growth.
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