- Handle clerical functions for opening client accounts and maintaining records
- Assist in obtaining required documents from clients
- Provide clients with quotes and account-related information
- Organize and maintain client account records
- Perform operational functions for client requests
- Provide reports to Financial Advisor
- Accept and enter client orders
- Identify situations requiring attention
- Perform various administrative duties
- Administrative Knowledge
- Industry Knowledge
- Time Management
- Critical Thinking
- Customer and Interpersonal Skills
- Communication Skills
- High School Diploma or equivalent
- 2+ years clerical/related industry experience
- Series 7 and 63 or 66 certifications
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Registered Client Service Associate - San Jose, United States - Stifel
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Description
Summary
The Registered Client Services Associate assists Financial Advisors by maintaining client accounts, providing administrative support, and ensuring customer service.
Essential Duties & Responsibilities
Qualifications
Education & Experience
Systems & Technology
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Base salary annualized range: $41,800 - $62,700
About Stifel: A global wealth management and investment banking firm emphasizing innovation and client success, with offices worldwide and a commitment to employee growth and development.
Stifel offers an entrepreneurial environment, comprehensive benefits package, and is an Equal Opportunity Employer.