Client Services Associate - Financial Operations
Listed on 2026-10-17
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts and records. The role involves a range of administrative duties, document handling, and customer service to ensure smooth client interactions.
The position requires strong organizational skills, proficiency in Microsoft Office, and the ability to handle multiple tasks while maintaining accuracy.
This role, Client Services Associate
- Financial Operations at Stifel Financial Corp., could be your next career step.
We would love to welcome a new Client Services Associate
- Financial Operations to our team in Tulsa, OK, United States.
For the Client Services Associate
- Financial Operations position at Stifel Financial Corp., we are reviewing applications now.
Step into the Client Services Associate
- Financial Operations role at Stifel Financial Corp. in Tulsa, OK, United States and grow with us.
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