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Registered Client Services Specialist
Job in
Daytona Beach, Volusia County, Florida, 32118, USA
Listed on 2026-09-04
Listing for:
Stifel
Full Time
position Listed on 2026-09-04
Job specializations:
-
Management
Clerical
Job Description & How to Apply Below
Stifel in Daytona Beach seeks an organized Client Services Associate (Registered) to support Financial Advisors with account openings, maintenance, and client service. Under supervision, you will handle administrative tasks, document gathering, and approvals for communications and ads.
You will work with FAs to obtain required documents, provide quotes, maintain records, process requests, and escalate issues to the Branch Manager when needed.
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