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Financial Client Services Associate – Accounts & Support

Job in Lawton, Comanche County, Oklahoma, 73505, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-02-06
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Customer Service Rep, Office Administrator/ Coordinator
Job Description & How to Apply Below
A global wealth management firm is seeking a Client Services Associate to assist Financial Advisors with client accounts and provide administrative support. Responsibilities include clerical functions, maintaining account records, managing requests, and providing customer service. Candidates should possess a high school diploma or equivalent, 2 years of related experience, and skills in Microsoft Office applications. Join a company committed to innovation and helping clients achieve their goals.
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Position Requirements
10+ Years work experience
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