Client Service Associate

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

The Client Service Associate (CSA) provides administrative and operational support to Financial Advisors (FAs) and clients. This role also includes responsibilities related to marketing and social media coordination, helping to maintain the branch’s digital presence and client communications.

• Assist with opening and maintaining client accounts and records.
• Process client service requests such as fund transfers, address changes, and documentation updates.
• Provide administrative support including filing, mailing, and phone coverage.
• Support Financial Advisors with marketing tasks such as drafting communications and coordinating approvals.
• Help manage social media content calendars and monitor engagement.
• Assist with planning and executing client events and outreach efforts.
• Ensure all communications and marketing materials meet compliance standards.

• Strong organizational and time management skills.
• Clear and professional communication, both written and verbal.
• Ability to handle multiple tasks and prioritize effectively.
• Familiarity with social media platforms and basic content tools.
• General understanding of financial services is helpful but not required.
• Team-oriented with a proactive approach to problem-solving.

• Minimum Required: High School Diploma or equivalent
• Preferred: Bachelor's degree with coursework or experience in marketing, communications, or financial services.
• Minimum Required: 2 years clerical/related industry

• Minimum Required: None
• Preferred: FINRA licenses (e.g., Series 7 or 66) if pursuing future registered roles.

• 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.