WI3672269

1

High School Diploma/GED

High School Diploma/GED Equivalent

Unspecified

40

JOB REQUIREMENTS: Description Summary Under immediate supervision,
Client Services Associate, Registered, assists one or more Financial
Advisor(s) (FA(s)) with the opening and maintenance of client accounts
and records, performs a wide variety of administrative support duties,
including but not limited to, word processing, preparing mailings,
filing, answering the phone, obtaining approvals for FA(s)
communications and advertisements, provides overall customer service
support to clients, may enter trades as directed by the FA(s). Essential
Duties & Responsibilities \*Perform 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. \*Provide quotes and other account-related information to
assist clients. \*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.).
\*Provide reports and other information to FA(s), as requested.
\*Perform calling activities, not limited to existing clients, using
scripts approved by a principal of Advertising and Graphics. Registered
Client Service Associates may highlight a \... For full info follow
application link. Stifel is committed to providing equal employment
opportunities (EEO) to all associates, applicants for employment, and
individuals providing services in the workplace without regard to actual
or perceived race, color, religion, creed, gender, pregnancy (including
childbirth, lactation, child-bearing capacity, sterilization, fertility,
past pregnancy condition and the potential or intention to become
pregnant and related medical condition), sexual and reproductive health
decisions, sexual orientation, gender identity and gender expression
(including transgender individuals who are transitioning, have
transitions, or are perceived to be transitioning to the gender with
which they identify), national origin, ancestry, age, disability,
weight, genetic information, marital status, citizenship status,
familial status, homelessness (i.e., lack of a permanent mailing address
or a mailing address that is a shelter or social services provider),
status as a covered veteran or any other protected criteria in
accordance with applicable federal, state and local laws. Stifel
complies with applicable state and local laws governing
non-discrimination in employment applicable to each location in which
the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination. Equal opportunity extends to all aspects of the
employment relationship, including hiring, transfers, promotions,
training, termination, working conditions, compensation, benefits, and
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/09F8347DB4764428