Wealth Management Client Services Associate
Stifel Financial
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
Vacancy posted 16 hours ago
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