Client Services Associate (Registered) at Stifel

Compensation

$48,100 – $72,100/yr

Location: St. Louis, Missouri · New York, New York · +5
Type: Full-time
Level: Entry-level
Posted: Dec 17, 2025

Description

The Client Services Associate (Registered) at Stifel assists Financial Advisors with client accounts, performs administrative tasks, provides customer service, and may enter trades. This role requires strong organizational and communication skills, industry knowledge, and the ability to manage multiple tasks while adhering to securities regulations.

Required Skills

Administrative Support
Customer Service
Account Management
Word Processing
Filing
Answering Phones
Investment Industry Knowledge
Securities Regulations
Time Management
Critical Thinking
Communication Skills
Series 7
Series 63
Series 66

Additional Information

Minimum Education: High School Diploma or equivalent
Required Previous Experiences: 2 years investment industry experience
Preferred Qualifications: 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.
General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

About Stifel

Stifel

Wealth management and investment bankingSt. Louis, Missouri

Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.

View full company profile