CLIENT SERVICE ASSOCIATE
Company: Stifel
Location: Columbia
Posted on: October 12, 2024
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Job Description:
Summary
The Client Service Associate supports the Financial Advisor (FA) in
the daily administration of their business by opening new accounts,
preparing and processing investment documentation, and maintaining
all related files and paperwork. This position will interact with
clients regularly regarding account maintenance and
transactions.
Essential Duties & Responsibilities
About Stifel
Stifel is a 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.
Keywords: Stifel, Spartanburg , CLIENT SERVICE ASSOCIATE, Other , Columbia, South Carolina
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