Client Service Associate

We are here to provide our clients with advice, strategies and service to help them achieve their long-term financial goals. Are you that special person who can provide great service to our clients, is well organized and easily multi tasks? We are growing our administrative team and looking for someone with strong administrative and communication skills to serve our investment clients! Our team has a great culture and we are willing to train the right person! 

As Client Service Associate, you will be responsible for all the data entry for opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, while providing overall customer service support to  our clients and financial advisors.

Your typical day:

• Performing data entry, attending team meetings, taking assignments from financial advisors, talking with clients in person and on the phone, coordinating tasks to meet client needs and working with other team members on projects that will broaden our relationships with our clients.

The right candidate will:

• Be able to multitask and communicate in a courteous, professional and timely manner.
• Work independently while contributing to our team’s goals.
• Protect confidential information at all times.
• Be detail orientated with a keen eye for accuracy and efficiency.
• Be proficiency in Microsoft Word, Excel and Outlook, will train on industry specific software.

• Performs clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.  
• Works with the client in obtaining required documents.
• Provides account-related information to assist clients.
• Organizes and assists in the maintenance of complete client account records.
• Performs operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Provides reports and other information as requested.
• Performs outbound calling activities as assigned.
• Performs various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned.

• High School Diploma or equivalent required.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology. 
• Time Management – Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm’s resources efficiently. 
• Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving. 
• Excellent Interpersonal Skills - Knowledge of principles and processes for providing exemplary client service. The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette. This includes uncovering client needs, meeting and exceeding quality standards for service.
• Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 2 years clerical/related industry

• Preferred: Series 7 and 66 (not required).
• Willing to obtain securities licenses

•  Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let’s talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.