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Wealth Management Client Services Associate

Job in Stockton, San Joaquin County, California, 95202, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A global wealth management and investment banking firm seeks a Client Services Associate to provide administrative support to Financial Advisors. This role includes opening and maintaining client accounts, performing clerical functions, and delivering exceptional customer service. Ideal candidates will possess strong organizational, communication, and interpersonal skills, with a minimum of a high school diploma and two years of experience. The company offers a comprehensive benefits package, fostering a supportive environment for career development.
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Position Requirements
10+ Years work experience
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