Client Services Associate — Wealth Management Support

Stifel, Incorporated is seeking a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts, performing a variety of administrative tasks, and delivering excellent client service. The role supports account setup, document handling, and trade entry as directed by FA(s).

The position requires clerical experience, basic financial industry knowledge, and solid organizational skills, with a focus on accuracy and customer service excellence.

For the Client Services Associate — Wealth Management Support position at Stifel, Incorporated, we are reviewing applications now.

We have an opening for a Client Services Associate — Wealth Management Support in Daytona Beach, FL, United States within Management & Operations, Sales.

This role, Client Services Associate — Wealth Management Support at Stifel, Incorporated, could be your next career step.

Are you ready to take on the Client Services Associate — Wealth Management Support role at Stifel, Incorporated?