Client Services Associate: Accounts & Trade Support
Job in
Venice, Sarasota County, Florida, 34292, USA
Listed on 2026-06-04
Listing for:
Stifel Financial Corp.
Full Time
position Listed on 2026-06-04
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate to assist Financial Advisors with client account management and provide overall administrative support. Key responsibilities include clerical functions, maintenance of client records, and customer service. The ideal candidate will have knowledge of administrative procedures and the investment brokerage industry.
This role requires strong communication skills, time management, and critical thinking. Candidates must have a High School Diploma and two years of related experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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