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Registered Client Services Associate – Wealth Management
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-14
Listing for:
Stifel
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts and records. The role involves a range of administrative duties, client interaction, and potential trade entry as directed.
Strong Microsoft Office skills and knowledge of the investment brokerage industry are preferred, with Series 7 and 63/66 licenses required or in process. A minimum of 2 years in the investment industry is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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