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Client Services Specialist Financial Advisors
Job in
Pewaukee, Waukesha County, Wisconsin, 53072, USA
Listed on 2026-05-19
Listing for:
Stifel
Full Time
position Listed on 2026-05-19
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel is looking for a Client Services Associate to support Financial Advisors in managing client accounts and records. The role involves clerical functions, customer service, and administrative support. A High School Diploma and 2 years of relevant experience are required. Candidates should have strong administrative knowledge, time management abilities, and excellent communication skills. The position offers a comprehensive benefits package, including health and retirement plans, in a collaborative work environment.
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