Client Services Associate: Financial Admin & Client Care
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
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
Are you ready to take on the Client Services Associate:
Financial Admin & Client Care role at Stifel Financial Corp.?
This role, Client Services Associate:
Financial Admin & Client Care at Stifel Financial Corp., could be your next career step.
We would love to welcome a new Client Services Associate:
Financial Admin & Client Care to our group in Canfield, OH, United States.
For the Client Services Associate:
Financial Admin & Client Care position at Stifel Financial Corp., we are reviewing applications now.
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