Client Services Associate - Financial Operations
Listed on 2026-10-17
-
Finance & Banking
Bank Customer Service, Financial Services, Banking & Finance, Banking Operations
Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors with opening and maintaining client accounts, handling a broad range of administrative tasks, and delivering exceptional service to clients.
You'll perform account coding, gather required documents, and manage client records while coordinating with the FA(s) and branch leadership to ensure accuracy and compliance. Strong MS Office skills and attention to detail are essential.
The following role is for a Client Services Associate
- Financial Operations with Stifel Financial Corp.
This is a strong opening to take on the Client Services Associate
- Financial Operations role at Stifel Financial Corp.
As a Client Services Associate
- Financial Operations, you will play an important part at Stifel Financial Corp. in West Des Moines, IA, United States.
We invite applications for the Client Services Associate
- Financial Operations position located in West Des Moines, IA, United States.
(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).