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Registered Client Services Associate - Financial Ops

Job in Haddonfield, Camden County, New Jersey, 08033, USA
Listing for: Stifel Financial
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm is seeking a Client Services Associate (Registered) to assist Financial Advisors with client account opening and administration. The ideal candidate will provide outstanding customer service, perform clerical duties, and have a high school diploma with two years of investment industry experience. Proficiency in Microsoft Office is required.

This role offers a dynamic environment with comprehensive benefits including health insurance and a 401k plan.
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Position Requirements
10+ Years work experience
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