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Brokerage Client Services Associate

Job in Savannah, Chatham County, Georgia, 31441, USA
Listing for: Stifel Financial
Full Time position Listed on 2026-11-15
Job specializations:
Salary/Wage Range or Industry Benchmark: 42000 - 56000 USD Yearly USD 42000.00 56000.00 YEAR

Job Description & How to Apply Below

Stifel Financial in Savannah, GA seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts and records. You will perform a wide range of administrative tasks and provide exceptional client service, including processing documents, answering phones, and handling routine trade entries as directed by the FA.

Responsibilities include clerical account openings, gathering documents, maintaining complete trade records, and supporting branch operations.

The Brokerage Client Services Associate role at Stifel Financial is now open for applications in Savannah, GA, United States.

We appreciate your interest in this position.

Join Stifel Financial and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Brokerage Client Services Associate role at Stifel Financial, based in Savannah, GA, United States.

Position Requirements

10+ Years work experience
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