Client Accounts & Services Specialist
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-24
Listing for:
Stifel
Full Time
position Listed on 2026-07-24
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Stifel in Frisco, TX is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. You will handle a wide range of administrative tasks, including word processing, mailings, filing, and answering the phone.
Responsibilities include processing account documents, coordinating required materials with clients, and assisting with client-related requests.
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