Financial Client Services Specialist
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-07-23
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-07-23
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate in Frisco, TX to assist Financial Advisors with opening and maintaining client accounts and handling administrative tasks. The role involves customer service, data entry, and coordination of client documentation.
The candidate should be organized, capable of handling multiple tasks, and proficient with MS Office; experience in the brokerage industry is a plus.
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