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Brokerage Client Services Associate — Accounts & Admin
Job in
Medford, Jackson County, Oregon, 97504, USA
Listed on 2026-06-08
Listing for:
Stifel
Full Time
position Listed on 2026-06-08
Job specializations:
-
Administrative/Clerical
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Stifel in Medford, Oregon, is looking for a Client Services Associate to assist Financial Advisors with client account management and provide excellent customer service. The role involves opening client accounts, maintaining records, and handling various administrative tasks.
Applicants should possess strong organizational and communication skills, have a high school diploma or equivalent, and ideally have two years in a clerical role. Proficiency in Microsoft Office applications is required.
Join Stifel's entrepreneurial environment and enjoy a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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