Client Services Associate: Financial Accounts & Admin
Listed on 2026-10-06
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Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
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.
Step into the Client Services Associate:
Financial Accounts & Admin role at Stifel Financial Corp. in Holland, MI, United States and grow with us.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Associate:
Financial Accounts & Admin role in the description above.
We appreciate your interest in this position.
Join Stifel Financial Corp. and contribute to our ongoing work.
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