Registered Client Services Specialist
Stifel Financial
A financial services company located in Vero Beach, Florida, is seeking a Client Services Associate (Registered) to assist Financial Advisors with client account management and administrative tasks. The ideal candidate should possess a High School Diploma, a minimum of 2 years of investment industry experience, and the necessary licenses (Series 7 and 63 or 66). Proficiency in Microsoft Office tools is required, alongside strong communication and customer service skills. A comprehensive benefits package is provided. #J-18808-Ljbffr
Vacancy posted 19 hours ago
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