Client Services Coordinator — Wealth Management Admin
Listed on 2026-10-07
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
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.
This role, Client Services Coordinator — Wealth Management Admin at Stifel Financial Corp., could be your next move.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Coordinator — Wealth Management Admin role in the description above.
We appreciate your interest in this position.
Join Stifel Financial Corp. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).