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Brokerage Client Services Associate — Accounts & Admin

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-06-06
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Healthcare Administration
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Stifel Financial Corp. is looking for a Client Services Associate in Portland, Oregon to assist Financial Advisors with client account management and provide various administrative support. Responsibilities include maintaining client records, processing requests, and delivering excellent customer service.

Candidates should have knowledge of administrative procedures, a high school diploma or equivalent, and at least 2 years of related experience. Proficiency in Microsoft Office applications is required. A comprehensive benefits package is offered.

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Position Requirements
10+ Years work experience
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