Client Services Associate — Accounts Setup & Support
Listed on 2026-10-17
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Finance & Banking
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Accounting
Stifel, Incorporated is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, performing administrative duties, and delivering exceptional client service. You will assist with document collection, account coding, and trade entry as directed, while maintaining accurate records for the branch.
The role requires strong organizational skills, proficiency in Microsoft Office, and effective communication with clients and FA(s).
Consider building your career as a Client Services Associate — Accounts Setup & Support at Stifel, Incorporated.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in West Des Moines, IA, United States.
This opportunity is part of our work in Finance, Sales.
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