Registered Client Services Associate – Finance Ops
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-09-04
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Services, Banking & Finance
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 performing a broad range of administrative duties. You will handle calls, processing, and client records while ensuring accuracy and compliance.
The role requires two years in the investment industry, Series 7 and 63/66 licenses, and proficiency with MS Office. On-site in Florida, you will contribute to a client-focused team at Stifel.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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