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Registered Client Services Specialist

Job in Pensacola, Escambia County, Florida, 32573, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Pensacola, Florida, is seeking a Client Services Associate (Registered) to assist Financial Advisors in managing client accounts and providing administrative support. The role requires strong administrative knowledge, customer service skills, and a general understanding of the investment industry. Candidates must have a High School Diploma or equivalent and 2 years of investment industry experience, along with necessary licenses like Series 7 and 63 or 66.

A comprehensive benefits package is offered.
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