Client Service Associate - Part Time Job Listing at Stifel in Blue Ash, OH (Job ID 7863)

Description

The Client Service Associate performs a variety of administrative functions in support of the Financial Advisor / Team and works to facilitate the smooth operation of the day-to-day activities.

• Compose and distribute meeting notes, routine correspondence, and reports.
• Maintain calendars; schedule appointments, meetings, and conference calls; prepare agendas and coordinate travel arrangements.
• Operate office equipment such as fax machines, copiers, and phone systems; use computers for spreadsheets, word processing, and database management.
• Prepare and process incoming and outgoing mail; draft responses to routine inquiries.
• Set up, organize, and maintain both paper and electronic filing systems for records, correspondence, and other materials, including off-site storage.
• Perform data entry for financial goal analysis reports, asset allocation summaries, and other client-related documents.
• Assist with the preparation and maintenance of client account documentation and records.
• Provide administrative support for client requests such as check processing, address changes, and document mailing.
• Answer phones, route calls, and provide general information to clients and internal staff.
• Support the FA(s) with internal reporting, marketing mailings, and other administrative tasks as needed.
• Identify and escalate issues or unusual activity to the appropriate party (FA or Branch Manager).

• Administrative Knowledge: Proficient in office procedures, document preparation, and file management.
• Communication Skills: Strong written and verbal communication with professional etiquette.
• Time Management: Ability to prioritize tasks, manage multiple responsibilities, and meet deadlines.
• Technology Proficiency: Skilled in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint); familiarity with office equipment and data entry tools.
• Customer Service: Friendly, responsive, and professional demeanor in client and team interactions.

• Minimum Required: High School Diploma or equivalent
• Minimum Required: 2 years clerical/related industry

• Minimum Required: None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.