Client Service Associate - Part-time

About the role

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

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.

Qualifications & Requirements

Extremely organized, attention to detail, dependable, and a quick learner.