Client Service Associate Specialist

Stifel Financial Corp. is hiring a Client Service Associate Specialist in Waterloo, IA. The role involves supporting Financial Advisors with client accounts, handling administrative tasks, and providing customer service. Responsibilities include managing client requests, scheduling meetings, and assisting with projects. Candidates should have at least 2 years of relevant experience and a high school diploma. Strong administrative, time management, and communication skills are required.
Stifel is seeking a Client Service Associate Specialist in Waterloo, IA. The role involves assisting Financial Advisors with client accounts, performing administrative tasks, and providing customer service. Key responsibilities include managing client requests, scheduling meetings, and supporting various projects. Candidates should have administrative knowledge, time management skills, and customer service experience, with a minimum of 2 years in a related field. A high school diploma is required.
Job Title: Client Service Associate

We are a global wealth management and investment banking firm with over 130 years of experience.
About Our Firm

Our success is tied to our commitment to helping families, companies, and municipalities find their own success.
What You'll Be Doing

You will assist one or more Financial Advisors with opening and maintaining client accounts and records, perform administrative support duties, provide customer service support to clients, and may enter trades as directed by the FA(s).
Key Responsibilities:
• Perform operational functions for client requests (e.g., check requests, wiring funds, address changes, website assistance).
• Obtain required documents and perform clerical functions related to client accounts.
• Schedule meetings, coordinate advisor and client schedules, and prepare reports for advisor meetings with clients.
• Work on various client projects with team members.
Requirements
• Administrative Knowledge: Knowledge of administrative procedures and systems.
• Time Management: Ability to organize, prioritize, and manage multiple tasks and responsibilities.
• Critical Thinking: Using logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Customer and Interpersonal Skills: Knowledge of principles for providing excellent customer service.
• Communication Skills: Ability to communicate information and ideas in spoken or written form.
Education & Experience
• High School Diploma or equivalent.
• Minimum 2 years of clerical/related industry experience.