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Client Services Associate, Financial Operations

Job in La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-02-16
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in La Crosse, WI, is looking for a Client Services Associate to support Financial Advisors with client account management and administrative duties. Candidates should possess strong organizational, communication, and customer service skills, alongside a high school diploma. Ideally, applicants will have at least two years of clerical experience. The company culture prioritizes client and associate well-being, coupled with comprehensive benefits and a commitment to professional growth.
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Position Requirements
10+ Years work experience
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