Wealth Management Client Services Associate

Stifel Financial Corp.

Stifel Financial Corp. is seeking a Client Services Associate to support Financial Advisors in opening and maintaining client accounts and records. You will perform a range of administrative tasks and help ensure accurate records and timely client communication. The role involves handling client requests, data entry, and coordination with advisors to facilitate trades and regulatory compliance. Strong organization and customer service are essential. #J-18808-Ljbffr Stifel Financial Corp.

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Vacancy posted 2 days ago

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