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Brokerage Client Services Specialist
Job in
Evansville, Vanderburgh County, Indiana, 47725, USA
Listed on 2026-08-13
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling a variety of administrative tasks, and delivering high-quality client service. The role includes processing paperwork, coordinating with the FA(s) for communications, and entering trades as directed.
The ideal candidate will have strong administrative skills, familiarity with brokerage processes, and excellent communication abilities to assist clients efficiently and
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