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Client Services Associate: Financial Accounts & Admin
Job in
Holland, Ottawa County, Michigan, 49423, USA
Listed on 2026-08-06
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and performing a wide range of administrative tasks.
The role requires strong clerical skills, knowledge of brokerage operations, and excellent communication. You will handle trade entries as directed, prepare reports, and ensure compliance with regulatory requirements in a fast-paced office environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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