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Financial Client Services Specialist
Job in
Greenville, Pitt County, North Carolina, 27834, USA
Listed on 2026-08-20
Listing for:
Stifel
Full Time
position Listed on 2026-08-20
Job specializations:
-
Administrative/Clerical
Clerical
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. The role involves clerical duties, communications approvals, and basic trade entry as directed by advisors.
Strong Excel/Word/Outlook skills and a customer-focused approach are essential. Minimum two years of clerical experience preferred; HS diploma required. Equal opportunity employer.
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