Part-time Client Service Associate - NR

About Stifel

Stifel is a global wealth management and investment banking firm with more than 130 years of history. Headquartered in St. Louis, the firm operates in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 additional locations. Approximately 9,000 professionals work at Stifel in roles such as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, and operations associates.

Our Culture

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 clients, their careers, and the firm as a whole.

Role Overview

The Client Services Associate (NR) assists one or more Financial Advisors (FA) with opening and maintaining client accounts and records, provides a wide variety of administrative support, and delivers overall customer service to clients. The associate may also enter trades as directed by the FA.

Responsibilities

• Open and maintain client accounts, including ongoing account coding based on client‑chosen features.
• Obtain required documents from clients and FAs for account establishment.
• Organize and maintain complete client account and trade‑related records for FAs and branch office files.
• Perform operational and administrative functions for client requests (e.g., check requests, wiring funds, address changes, dividend information).
• Provide quotes and other account‑related information to clients when requested (non‑registered associates may not volunteer stock information).
• Prepare mailings, word‑process documents, file paperwork, answer phones, and manage general office correspondence.
• Obtain approvals for FA communications and advertisements.
• Provide reports and other information to FAs as needed.
• Identify situations requiring FA attention or escalation to the Branch Manager, including suspicious client or employee activity.
• Perform additional administrative duties and projects assigned by the FA or Branch Manager.

Qualifications

• High School Diploma or equivalent (minimum).
• At least 2 years of clerical or related industry experience.
• No specific licenses or credentials required.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.

Skills

• Administrative Knowledge – familiarity with word processing, spreadsheet applications, file and record management, and office terminology.
• Industry Knowledge – general understanding of the investment brokerage industry, securities regulations, and basic investment products.
• Time Management – ability to organize, prioritize, and meet multiple deadlines while using firm resources efficiently.
• Critical Thinking – logical reasoning to evaluate alternative solutions and solve practical problems.
• Customer and Interpersonal Skills – ability to assess client needs, meet quality service standards, and evaluate satisfaction.
• Communication Skills – clear spoken and written communication with excellent grammar, phone etiquette, and office professionalism.

Benefits

• Entrepreneurial work environment.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan.
• Wellness initiatives.
• Life insurance coverage.
• Paid time off.