Client Services & Accounts Coordinator
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
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.
Step into the Client Services & Accounts Coordinator role at Stifel in Holland, MI, United States and grow with us.
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This posting is for the Client Services & Accounts Coordinator role at Stifel, based in Holland, MI, United States.
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