Client Services Associate, Wealth Management
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, and to perform broad administrative duties. The role emphasizes strong customer service, accurate record-keeping, and timely execution of tasks in a fast-paced brokerage environment.
The ideal candidate will have strong Excel/Word/PowerPoint skills, be adept at multitasking, and communicate clearly with clients and colleagues.
This posting is for the Client Services Associate, Wealth Management role at Stifel, Incorporated, based in Savannah, GA, United States.
Consider building your career as a Client Services Associate, Wealth Management at Stifel, Incorporated.
The Client Services Associate, Wealth Management position in the Finance, Sales field is open for applications.
We have an opening for a Client Services Associate, Wealth Management in Savannah, GA, United States within Finance, Sales.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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