Client Service Associate
@ Stifel Financial Corp.

Nashville, TN
$50,000
On Site
Full Time
Posted 21 days ago

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XXXXXXXXXX XXXXXXXXXXX XXXXXXXXX******* @stifel.com
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Job Details

Overview

Stifel Financial Corp is seeking a Client Service Associate to provide general branch support. In this role, you will support Financial Advisors with administrative duties, client account management, and operational functions.

Responsibilities

  • Answer phones, file documents, and perform word processing.
  • Assist Financial Advisors with account opening and maintenance.
  • Prepare mailings and handle client calls.
  • Process operational requests such as check requests, wiring funds, and address changes.
  • Provide reports and account-related information to Financial Advisors.
  • Identify and escalate issues to the Branch Manager.
  • Perform various administrative duties as assigned.

Requirements

  • High School Diploma or equivalent.
  • Minimum 2 years of clerical/related industry experience.
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Knowledge of administrative procedures, investment brokerage, and securities regulations.
  • Strong time management, critical thinking, and communication skills.

About Stifel

Stifel is a global wealth management and investment banking firm with more than 130 years of history. The company values innovation, entrepreneurial spirit, and a commitment to client success. The headquarters is in St. Louis and there are offices in multiple major cities worldwide. Comprehensive benefits include health, dental, vision care, 401k, wellness initiatives, life insurance, and paid time off.

Key skills/competency

  • Client Support
  • Account Management
  • Administrative Duties
  • Clerical Skills
  • Microsoft Office
  • Time Management
  • Communication
  • Critical Thinking
  • Operational Processing
  • Customer Service
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How to Get Hired at Stifel Financial Corp.

🎯 Tips for Getting Hired

  • Customize your resume: Highlight administrative and clerical skills.
  • Research Stifel: Understand their culture and history.
  • Emphasize customer service: Showcase client support experience.
  • Prepare examples: Demonstrate organization and problem-solving.

📝 Interview Preparation Advice

Technical Preparation

Review Microsoft Excel functions and shortcuts.
Practice using Word and PowerPoint features.
Test proficiency with Outlook and email methodologies.
Familiarize with data entry systems and software.

Behavioral Questions

Describe a time you prioritized multiple tasks.
Explain a situation resolving a client complaint.
Share how you manage administrative deadlines.
Discuss a time you worked collaboratively.

Frequently Asked Questions