×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Client Services Associate: Account Setup & Support

Job in Crown Point, Lake County, Indiana, 46307, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Job Description & How to Apply Below
A global wealth management firm in Crown Point seeks a Client Services Associate to assist Financial Advisors with client account management, providing administrative support and excellent customer service. Candidates should possess strong organizational and communication skills, along with a high school diploma and 2 years of experience in the investment industry. Licensing (Series 7 and 63 or 66) is required or must be obtained.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search