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Client Services Associate - Financial Advisory

Job in Tuscaloosa, Tuscaloosa County, Alabama, 35485, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2026-07-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Clerical
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Clerical
Salary/Wage Range or Industry Benchmark: 32000 - 46000 USD Yearly USD 32000.00 46000.00 YEAR
Job Description & How to Apply Below
Position: Client Services Associate - Financial Advisory Support

Stifel Financial Corp. seeks a Client Services Associate to assist Financial Advisors with opening and maintaining client accounts and records in Tuscaloosa, AL.

The role involves a range of administrative tasks, document collection, and client service support to ensure accurate and timely processing of requests. Candidates should have a High School Diploma and at least 2 years clerical experience, with proficiency in Microsoft Office.

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Position Requirements
10+ Years work experience
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