Client Services Associate Account Setup & Support

Stifel Financial

A leading financial services firm in Chapel Hill, NC seeks a Client Services Associate to assist Financial Advisors with client accounts and provide administrative support. Responsibilities include maintaining client records, customer service, and clerical tasks. The ideal candidate will have a High School Diploma and at least 2 years of relevant experience, alongside strong skills in customer service and various office software. This role offers a chance to grow in a supportive and innovative environment. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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