Client Services & Accounts Coordinator
Job in
Holland, Ottawa County, Michigan, 49423, USA
Listed on 2026-08-12
Listing for:
Stifel
Full Time
position Listed on 2026-08-12
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records, while performing a wide range of administrative tasks.
You will handle client communications, document collection, and recordkeeping, and may enter trades as directed by Financial Advisors. This role requires strong Excel/Word/Outlook skills, customer service excellence, and the ability to manage multiple tasks in a fast-paced financial-services environment.
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