Client Service Associate - Part-time
Job Description
Part-Time Client Service Associate:
In Stifel Financial’s Grand Rapids, MI branch, assist Financial Advisor(s) with the maintenance of client accounts and records, performing a wide variety of administrative support duties, answering incoming calls, greeting clients, and providing overall customer service support to clients.
Please apply by visiting
www.stifel.com/careers.
Job Duties:
Works with the FA(s) and the clients in obtaining the required documents based upon the type of account(s) established.
Organizes and assists in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Performs operational or administrative functions for client related requests (i.e., check requests, address change, dividend information, check deposits, check printing, etc.).
Upon request, provides quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients.
Provides reports and other information to FA(s), as needed.
Organizes and assists with branch meetings, client events, and seminars.
Front reception: answering phones and greeting clients.
Performs various administrative duties (i.e., typing, filing, mailing documents/letters, etc.) and other duties as assigned by the Branch Manager.
Stifel is an Equal Opportunity Employer
Extremely organized, attention to detail, dependable, and a quick learner.