Wealth Management Client Services Specialist
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
Stifel, Incorporated in La Crosse, WI is seeking a Client Services Associate to support Financial Advisors with account openings, maintenance, and a wide range of administrative tasks. You will handle filings, phone work, and client communications, while ensuring accuracy and compliance.
The role emphasizes clerical proficiency, organization, and strong customer service. Qualified candidates bring at least two years of clerical experience, MS Office skills, and good interpersonal communication
The following role is for a Wealth Management Client Services Specialist with Stifel, Incorporated.
For the Wealth Management Client Services Specialist position at Stifel, Incorporated, we are reviewing applications now.
Step into the Wealth Management Client Services Specialist role at Stifel, Incorporated in La Crosse, WI, United States and grow with us.
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