Client Services Associate — Wealth Admin & Client Support
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors by handling account openings, maintenance, and a wide range of administrative tasks. You will assist with inquiries, prepare documents, and ensure compliance with procedures.
The role emphasizes clerical efficiency, customer service excellence, and teamwork within a branch setting in Florida. Prior experience in an investment environment is helpful.
This posting is for the Client Services Associate — Wealth Admin & Client Support role at Stifel Financial Corp., based in Vero Beach, FL, United States.
The advertised compensation is 40.000 - 56.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Associate — Wealth Admin & Client Support role in the description above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).