Brokerage Client Services & Accounts Specialist
Listed on 2026-10-12
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Finance & Banking
Financial Services, Bank Customer Service, Banking & Finance, Banking Operations
Stifel is seeking a Client Services Associate to support Financial Advisors by opening and maintaining client accounts and records, handling administrative tasks, and providing responsive service. Under supervision, you will interact with clients to gather documents, coordinate with advisors, process requests, and ensure compliance and accuracy of trade-related records.
This role requires strong Office skills, attention to detail, and effective communication to deliver quality service in a busy
We have an opening for a Brokerage Client Services & Accounts Specialist in Roxbury Township, NJ, United States within Sales.
We are currently recruiting a Brokerage Client Services & Accounts Specialist for our team in Roxbury Township, NJ, United States.
This is a great position to take on the Brokerage Client Services & Accounts Specialist role at Stifel Financial.
As a Brokerage Client Services & Accounts Specialist, you will play an important part at Stifel Financial in Roxbury Township, NJ, United States.
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