Stifel
Client Service Associate - Part-time
Grand Rapids, MI, United States · Part-time
Sponsorship not specifiedDetected 3584 days ago
Customer Support
About the role
- Stifel is the largest subsidiary of Stifel Financial Corp. and is listed on the
Responsibilities
- In Stifel Financial's Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.
Requirements
- Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.
- Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Company info
- Stifel Financial Corp offers securities-related financial services in the United States and Europe through its wholly owned operating subsidiaries, Stifel Financial (Stifel Nicolaus), Century Securities Associates, Inc. (CSA), Stifel Nicolaus Limited (SN Ltd), and Stifel Bank and Trust.
- These subsidiaries provide brokerage, trading, investment banking, investment advisory, and related financial services.
- The company's customers include individuals, corporations, municipalities, and institutions.
- Stifel has been a pillar of strength serving its customers for over 125 years.
- We are a full service
- regional New York Stock Exchange member firm with Corporate Headquarters located in St.
- Louis and more than 300 offices in 38 states.
Equal opportunity
- Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.
This listing is sourced directly from Stifel's careers page and normalized into a canonical job model.