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Registered Client Service Associate — Advisor Support

Job in Florence, Boone County, Kentucky, 41022, USA
Listing for: Stifel
Full Time position
Listed on 2026-06-21
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Stifel is looking for a Client Services Associate (Registered) in Kentucky to assist Financial Advisors with client accounts and provide administrative support. You will perform clerical functions, manage documentation, and offer customer service to clients.

The ideal candidate will have at least 2 years of experience in the investment industry, excellent communication skills, and a high school diploma or equivalent. Licenses like Series 7 and 63 will be essential.

We offer a comprehensive benefits package including health, dental, and vision care, along with 401k and paid time off.

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Position Requirements
10+ Years work experience
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