Registered Client Services Associate - Client Support
Listed on 2026-10-07
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Stifel Financial Corp. in the United States is seeking a Client Services Associate (Registered) to assist Financial Advisors with opening and maintaining client accounts and records.
You will perform a wide range of administrative duties, provide quotes, and ensure accurate documentation for client files. The role requires at least a High School Diploma or equivalent, 2 years of investment industry experience, and Series 7 and 63 or 66 licenses.
This position is for the Registered Client Services Associate
- Client Support role at Stifel Financial Corp.
The advertised compensation is 40.000 - 65.000.
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 Registered Client Services Associate
- Client Support role in the description above.
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