Financial Client Services Specialist
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Stifel in New York is seeking a Client Services Associate () to assist Financial Advisors with opening and maintaining client accounts, handling administrative tasks, and delivering strong client service. You may enter trades as directed and support branch operations.
Applicants should have solid clerical experience, proficiency in MS Office, and the ability to manage multiple tasks with accuracy and professionalism within a fast-paced financial environment.
The Financial Client Services Specialist role at Talentify is now open for applications in City of White Plains, NY, United States.
The following opportunity is for a Financial Client Services Specialist with Talentify.
Our organisation is growing, and we are hiring a Financial Client Services Specialist in City of White Plains, NY, United States.
This opportunity is for the Financial Client Services Specialist role at Talentify.
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