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Brokerage Client Services Associate (Registered
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-30
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales -
Customer Service/HelpDesk
Bank Customer Service
Job Description & How to Apply Below
Stifel Financial Corp. in Houston seeks a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, perform administrative tasks, and provide first-line client service.
You may enter trades as directed and handle approvals for communications and advertisements. The role requires a high school diploma, at least 2 years in the investment industry, and licenses (Series 7 and 63 or 66).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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