Registered Client Services Associate – Finance Ops
Listed on 2026-10-17
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Finance & Banking
Financial Sales, Bank Customer Service, Financial Services, Financial Advisor / Consultant
Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts and performing a broad range of administrative duties. You will handle calls, processing, and client records while ensuring accuracy and compliance.
The role requires two years in the investment industry, Series 7 and 63/66 licenses, and proficiency with MS Office. On-site in Florida, you will contribute to a client-focused team at Stifel.
This role is for the Registered Client Services Associate – Finance Ops role at Stifel Financial Corp.
We are seeking a motivated Registered Client Services Associate – Finance Ops to join Stifel Financial Corp. in Daytona Beach, FL, United States.
Consider building your career as a Registered Client Services Associate – Finance Ops at Stifel Financial Corp.
The Registered Client Services Associate – Finance Ops position in the Finance field is open for applications.
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