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Wealth Management Client Services Specialist

Job in Moore, Cleveland County, Oklahoma, USA
Listing for: Stifel
Full Time position
Listed on 2026-05-31
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
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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