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Client Services Coordinator — Wealth Management Admin
Job in
Greenville, Pitt County, North Carolina, 27834, USA
Listed on 2026-08-31
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-31
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel Financial Corp. seeks a Client Services Associate to support financial advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative duties and provide exceptional client service.
You will enter trades as directed, handle communications approvals, and prepare reports, requiring strong Excel, Word, PowerPoint, and Outlook skills in a fast-paced brokerage environment.
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