×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Business Administration

Client Services Associate — Wealth Management Support

Job in West Bend, Washington County, Wisconsin, 53096, USA
Listing for: Stifel Financial Corp.
Full Time position
Listed on 2025-12-13
Job specializations:
  • Customer Service/HelpDesk
  • Administrative/Clerical
    Business Administration
Salary/Wage Range or Industry Benchmark: 40000 - 50000 USD Yearly USD 40000.00 50000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in West Bend is seeking a Client Services Associate to assist Financial Advisors with client account management. This role includes clerical support, organization of client records, and overall customer service. Ideal candidates should have strong administrative skills, a general understanding of the investment brokerage industry, and be proficient in Microsoft Office tools. The firm offers a comprehensive benefits package in a collaborative environment.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search