Client Services Associate for Financial Advisors

Stifel Financial

A global wealth management firm in Ames, Iowa, seeks a Client Services Associate to assist Financial Advisors with client accounts and administrative tasks. The role involves maintaining accurate client records and providing exemplary customer service. A high school diploma and at least two years of clerical experience are required. The ideal candidate possesses strong organizational skills and familiarity with the investment brokerage industry. This part-time position has the potential to transition to full-time based on branch needs. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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