Wealth Client Services Specialist; Admin & Accounts
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Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Stifel, Incorporated is seeking a Client Services Associate () to support Financial Advisors with opening and maintaining client accounts and records. You'll handle administrative tasks, from word processing to mailings, answering calls, and processing routine requests under supervision.
You'll join a team focused on exemplary client service and accuracy. The role emphasizes organization, communication, and adherence to regulatory guidelines while enabling advisors to focus on client
We are seeking a motivated Wealth Client Services Specialist (Admin & Accounts) to join Stifel, Incorporated in Vero Beach, FL, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Specialist (Admin & Accounts) role in the description above.
We appreciate your interest in this position.
Join Stifel, Incorporated and contribute to our ongoing work.
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