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Registered Client Services Associate — Finance Operations
Job in
Pinehurst, Moore County, North Carolina, 28374, USA
Listed on 2026-07-06
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate (Registered) located in Pinehurst, North Carolina. The role involves assisting Financial Advisors with client accounts, performing a variety of administrative duties, and providing exceptional customer service to clients.
Ideal candidates will have at least 2 years of investment industry experience, a high school diploma, and possess required licenses such as Series 7 and 63 or 66. Proficiency in Microsoft Office Suite is essential for this position.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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