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Client Services Associate - Financial Advisory
Job in
Lancaster, Fairfield County, Ohio, 43130, USA
Listed on 2025-12-15
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
A global financial services firm is seeking a Client Services Associate to assist Financial Advisors with client accounts and provide operational support. The role demands strong administrative skills, knowledge of the investment industry, and effective communication. Applicants should have a high school diploma and at least two years of relevant clerical experience. The position offers an entrepreneurial environment with comprehensive benefits including health coverage and paid time off.
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Position Requirements
10+ Years
work experience
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