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Wealth Management Client Services Specialist
Job in
Moore, Cleveland County, Oklahoma, USA
Listed on 2026-05-31
Listing for:
Stifel
Full Time
position Listed on 2026-05-31
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep -
Administrative/Clerical
Job Description & How to Apply Below
Stifel is seeking a Client Services Associate to provide support to Financial Advisors by assisting with client accounts and performing various administrative duties. The role involves managing client records and ensuring exemplary customer service.
Applicants should possess a High School Diploma and have at least 2 years of related experience, along with proficiency in Microsoft Office tools. Stifel offers a competitive benefits package and an entrepreneurial environment for career growth.
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