Client Service Associate
Company: Stifel Financial Corp
Location: La Crosse
Posted on: January 27, 2023
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Job Description:
We are a 131 year old company that still thinks like a startup.
We're looking for a professional who is ready to do what it takes
to help our clients achieve their goals. It's that simple. That's
our only measure of success. And it's why we free our associates to
use our incredible breadth of resources to take initiative and do
as they see best for clients. We're moving forward, together. If
our commitment inspires you, we invite you to consider joining our
team!You'll play a pivotal role by partnering with Financial
Advisors to deliver exceptional service to our clients. You will be
responsible for organizing and maintaining a productive office
workflow with an emphasis on creating and delivering exceptional
client experiences that set us apart and make our clients love us
(and you!). This position will consistently follow high standards
of business and professional ethics, as well as legal and
regulatory requirements when dealing with others and/or performing
work activities.If you love people, thrive on bringing order from
chaos, and want a higher meaning and satisfaction from your career,
this is the opportunity for you! Job SummaryThe Client Services
Associate assists one or more Financial Advisors (FA) with the
opening and maintenance of client accounts and records; performs a
wide variety of administrative support duties, including but not
limited to, data entry, preparing mailings, filing, answering the
phone, obtaining approvals for FA communications and
advertisements; provides overall customer service support to
clients; and may enter trades as directed by the FA(s).Major
DutiesPerform clerical functions related to opening client accounts
and ongoing account coding based on account features chosen by the
client.Work with the FA(s) and the client in obtaining the required
documents based upon the type of account(s) established.Organize
and assist in the maintenance of complete client account and
trade-related records for the FA(s) and certain required files for
the branch office.Perform operational or administrative functions
for client related requests (i.e., check requests, wiring funds,
address change, dividend information, etc.).Upon request, provide
quotes and other account-related information to assist clients
(non-registered Client Service Associates may not volunteer quote
or other stock information to clients).Provide reports and other
information to FA(s), as requested.Identify situations that need to
be brought to the attention of the FA(s) or escalated to the Branch
Manager; including suspicious client and/or employee activity or
behavior.Perform various administrative duties (i.e., typing,
filing, answer phones, mailing documents/letters, etc.) and other
duties and projects as assigned by the FA and/or Branch
Manager.Additional RequirementsSeries 7 and Series 66 preferred but
not required.2+ years general clerical experience required.High
school diploma required; college degree preferred.Knowledge of
administrative and clerical procedures and systems such as word
processing, spread-sheet applications, managing files and records,
and other office procedures and terminology.Basic understanding of
operations system (i.e., forms and their purpose).Ability to
organize/prioritizePractical problem solvingStrong focus on
providing exemplary client serviceStrong interpersonal skillsStrong
communication skills (both written and verbal)Excellent grammar and
possess phone/office etiquetteMust be able to manage stress, meet
strict deadlines under pressure, perform with a high degree of
accuracy, and consistently provide excellent customer service.About
StifelEstablished in 1890, Stifel is one of the nation's leading
full-service wealth management and investment banking firms. Stifel
serves clients from more than 400 offices across the United States
and ranks as the nation's seventh largest full-service investment
firm in terms of number of financial advisors. We are also a
leading provider of investment banking services to the middle
market, a top-ten municipal bond underwriter, and home to one of
the industry's largest research franchises. In addition, our Stifel
Bank subsidiary provides a comprehensive range of banking
services.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.#WayUp#LI-HB1
Keywords: Stifel Financial Corp, La Crosse , Client Service Associate, Other , La Crosse, Wisconsin
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