More jobs:
Client Services Associate: Financial Admin & Client Care
Job in
Canfield, Mahoning County, Ohio, 44406, USA
Listed on 2026-08-31
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, perform admin tasks, coordinate communications, and provide excellent service. This role under supervision ensures accurate recordkeeping and compliance with firm policies.
Professional teamwork, strong Excel/Word skills, and ability to manage multiple tasks are essential. Minimum high school diploma and 2 years clerical experience required; experience in brokerage
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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