Client Services Specialist for Financial Advisors
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-22
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate () to assist Financial Advisors with opening and maintaining client accounts and records. The role involves a broad range of administrative duties, including correspondence, filing, and client service support, with potential to enter trades as directed by Advisors.
The ideal candidate will handle account setup tasks, document gathering, and maintain accurate records while providing excellent customer service to clients.
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