Registered Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance, Financial Sales, Financial Advisor / Consultant
Stifel Financial Corp. in Miami Beach, FL seeks a Client Services Associate (Registered) to support Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and providing top-tier client service.
The role involves processing documents, coordinating with clients for required paperwork, handling inquiries, and escalating issues to the Branch Manager as needed. Requires high school diploma, 2 years in investment industry, and FINRA Series 7 and 66/63/65
We invite applications for the Registered Client Services Specialist position located in Miami Beach, FL, United States.
We are seeking a motivated Registered Client Services Specialist to join Stifel Financial Corp. in Miami Beach, FL, United States.
Consider building your career as a Registered Client Services Specialist at Stifel Financial Corp.
The Registered Client Services Specialist position in the Sales field is open for applications.
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