Role OverviewThe Client Service Associate assists Financial Advisors with opening and maintaining client accounts, performs administrative support duties, and provides customer service support to clients. The role is part of the Branch Office Support team at Stifel, a global wealth management and investment banking firm. The ideal candidate will have administrative knowledge, industry knowledge, and strong communication and interpersonal skills. The position is full-time and located in Pittsburgh, PA.
What You Will Do
The Client Service Associate will perform clerical functions related to opening client accounts, work with Financial Advisors and clients to obtain required documents, and maintain client account and trade-related records. The role will also involve performing operational or administrative functions for client-related requests, providing quotes and account-related information, and identifying situations that need to be escalated to the Branch Manager.
Why It Might Be a Fit
The ideal candidate will have a high school diploma or equivalent, 2 years of clerical or related industry experience, and proficiency in Microsoft Office. The role offers an entrepreneurial environment, comprehensive benefits package, and opportunities for career growth in a dynamic and innovative firm.
Requirements
- High school diploma or equivalent
- 2 years of clerical or related industry experience
- Proficiency in Microsoft Office
Benefits
- Health, dental, and vision care
- 401k
- Wellness initiatives
- Life insurance
- Paid time off
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